Jobs at Altruist (Now Hiring) — 27 open

Senior QA Engineer

Los Angeles, California, United States · Hybrid

$170k–$215k/yr

Senior$602M raised

About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, op…

Skills: Manual testing, Test automation, Java, Playwright, Selenium

Senior QA Engineer

San Francisco, California, United States · Hybrid

$185k–$230k/yr

Senior$602M raised

About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, op…

Skills: Java, Playwright, Selenium, REST Assured, Postman

BDR Manager, Hazel AI

San Francisco, California, United States · Hybrid

$225k–$250k/yr

Senior$602M raised

About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, op…

Skills: Sales development, Team management, Pipeline generation, BDR management, SDR management

Advisor Onboarding Specialist

Dallas, Texas, United States · Hybrid

$79k–$107k/yr

Mid level$602M raised

About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, op…

Skills: Implementation, Onboarding, Project Management, Financial Services, Wealth Management

Advisor Onboarding Specialist

Los Angeles, California, United States · Hybrid

$79k–$113k/yr

Mid level$602M raised

About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, op…

Skills: Implementation, Onboarding, Project Management, Financial Services, Wealth Management

Event Marketing Manager

San Francisco, California, United States · Hybrid

$107k–$153k/yr

Senior$602M raised

About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, op…

Skills: Event planning, Event execution, Project management, Budget management, Marketing strategy

Event Marketing Manager

Los Angeles, California, United States · Hybrid

$96k–$141k/yr

Senior$602M raised

About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, op…

Skills: Event marketing, Project management, Budget management, Vendor coordination, Strategic planning

Sales Development Representative

Dallas, Texas, United States · Hybrid

Mid level$602M raised

About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, op…

Skills: Sales development, Lead qualification, Outbound prospecting, Consultative selling, Salesforce

Senior Sales Executive, Enterprise

United States · Hybrid

Senior+$602M raised

About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, op…

Skills: Enterprise sales, Strategic account management, Wealth management, Fintech, Custody

Senior Product Marketing Manager, Core & Lending

San Francisco, California, United States · Hybrid

$136k–$192k/yr

Senior$602M raised

About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, op…

Skills: Product marketing, Go-to-market strategy, Market research, Competitive research, Positioning

Sales Executive, Southeast Territory

Alabama, United States · Remote OK

Senior$602M raised

About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, op…

Skills: Consultative Selling, B2B Sales, Financial Planning, Salesforce, Client Acquisition

Onboarding Program Lead, Corporate RIA

Dallas, Texas, United States · Hybrid

Senior$602M raised

About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, op…

Skills: Onboarding Management, Implementation Management, Transitions Management, Corporate RIA Knowledge, FINRA Series 7

Onboarding Program Lead, Corporate RIA

San Francisco, California, United States · Hybrid

Senior$602M raised

About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, op…

Skills: Onboarding Management, Implementation Management, Transitions Management, Corporate RIA Knowledge, FINRA Series 7

Onboarding Program Lead, Corporate RIA

Los Angeles, California, United States · Hybrid

Senior$602M raised

About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, op…

Skills: Onboarding Management, Implementation Management, Transitions Management, Corporate RIA Knowledge, Breakaway Advisor Transitions

Senior Product Manager, Hazel AI

San Francisco, California, United States · Hybrid

$200k–$250k/yr

Senior$602M raised

About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, op…

Skills: Product Growth, Product-Led Growth (PLG), User Lifecycle Management, A/B Testing, SQL

Transfers of Assets Analyst

Dallas, Texas, United States · Hybrid

$59k–$86k/yr

Entry level$602M raised

About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, op…

Skills: Asset Transfers, AML Compliance, Risk Mitigation, Financial Analysis, Communication

Advisor Support Representative

Los Angeles, California, United States · Hybrid

$57k–$90k/yr

Mid level$602M raised

About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, op…

Skills: Customer Support, Broker-Dealer Operations, Clearing Firm Experience, Investing Knowledge, Salesforce

Senior Settlements Analyst

Dallas, Texas, United States · Hybrid

$79k–$107k/yr

Mid level$602M raised

About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, op…

Skills: Trade Clearance, Settlements, Reconciliation, FIS/Phase 3, FICC CMU

Staff Back End Engineer, Trading

Chicago, Illinois, United States · Remote OK

$200k–$285k/yr

Senior+$602M raised

About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, op…

Skills: Java, Spring Boot, Microservices, AWS, Postgres

Senior Customer Success Engineer

San Francisco, California, United States · Hybrid

Senior$602M raised

About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, op…

Skills: AI Agent Design, Python, LLM Implementation, Prompt Engineering, RAG Architectures

About Altruist

Altruist is the tech forward wealth platform and custodian for advisors. Altruist Financial LLC, Member FINRA/SIPC

Industry
Financial Services
Company size
201-500 employees
Founded
2018
Headquarters
Culver City, California
LinkedIn followers
30,587
Total funding
$602M

Altruist is the platform of choice for RIAs who want better outcomes, responsive service, lower fees, and more time to do the real work of advising clients. We offer intuitive software for account opening, trading, reporting, billing, and over 22 integrations, empowering advisors of all sizes to grow and scale client-centric practices. Since launch in 2018, we’ve grown to the third-largest custodian by advisors served, with nearly 5,000 advisors trusting us to safeguard client assets.

Offices: 3030 S La Cienega Blvd, Culver City, California, US

fintechAsset ManagementFinTechFinancial Services
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