Be a technical and workflow SME for RIAs evaluating or expanding Altruist.
Design and implement tech and operational solutions to migrate assets and scale.
Collaborate with Client Development, Onboarding, Product, Operations, and RM.
Lead or support implementations, integrations, and advisor enablement.
Deliver customized demos and use cases showing how Altruist improves workflows.

🎯 Requirements

3+ years in RIA/wealth management or advisor fintech
Tech consulting, implementation, or solutions consulting
RIA workflows: accounts, ACATs, trading, and billing
FINRA Series 7 and 63 licenses or ability to obtain in 90 days
APIs and data integrations experience
CRM ecosystems familiarity (Salesforce, Redtail, Wealthbox)

🎁 Benefits

Hybrid work schedule for collaboration
Offices in Culver City, SF, and Dallas
Competitive pay and equity for eligible roles
Premium health, dental, and vision insurance
401(k) with a 4% match
16 weeks parental leave after one year

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