ABOUT ALTRUIST

Altruist is the modern custodian built exclusively for independent financial advisors that combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing — all in one streamlined solution. Financial advisors across the U.S. have partnered with Altruist to reduce costs, save time, grow their business, and provide better outcomes for their clients. Our mission is to make financial advice better, more affordable, and accessible to everyone — but we can’t do it alone. We’re seeking exceptional talent to join our team. That’s where you come in!
If you’re passionate about challenging the status quo and making a meaningful impact in the financial advice industry, we’d love to meet you!

WHAT YOU BRING

• Experience - 5–10 years of experience in financial services operations, preferably at a broker-dealer, custodian, or asset manager
• Deep understanding of trading and clearing workflows across asset types, including equities, ETFs, fixed income, options, alternatives, and digital assets
• Proven track record of building and leading teams, coaching talent, and working cross-functionally across Compliance, Legal, Product, and Engineering
• Demonstrated success developing and managing control programs such as reconciliation oversight, vendor due diligence, risk incident reporting, and RCSA frameworks
• Strong command of applicable FINRA, SEC, and Exchange regulations (e.g., 15c3-1/3, 606/607, 5310)
• Education - Ideally looking for a B.A. / B.S. degree in relevant fields such as Finance, Business, or other similar fields
• Securities licenses - You studied hard and we’re excited to carry your Series 7
• Technical & Regulatory Fluency - Proficient with industry platforms and vendors, including DTC, NSCC, SMART Track, Obligation Warehouse, SS&C Subaccounting, and FIS Securities Processing Manager
• Familiarity with OMS/EMS platforms, FIX protocols, and post-trade systems
• Profiecient in tools like SQL, figma, Tableau, Excel, Confluence, and case management systems such as JIRA
• Ownership - The pride you put into every aspect of your work is unparalleled and undeniable
• Superb communication - Intentional dialogue is a superpower. You listen as well as you share your perspective with others.
• Resilience - We’re inspired by your unwavering determination to achieve success, no matter the adversity you face along the way.
• Assurance - Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives.
• Creative problem solving - Identifying the problem is simply not enough. You’re instinctually creative with your approach in finding solutions to roadblocks.
• Bonus points if you bring:
• Series 24, 4, and 53 strongly preferred

WHAT WE BRING

Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.

• A hybrid work schedule for most positions to promote strong, in-person collaboration and a healthy work-life-balance.
• Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.
• Competitive pay, as well as equity for eligible positions
• Premium healthcare, dental, and vision insurance plans
• 401k savings plan with matching contributions and immediate vesting
• Generous paid parental leave
• Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee
• Physical and emotional wellness programs that nurture both your mind and body
• Company perks program (includes discounts on pet insurance, fitness, cell phone plans, entertainment and travel, etc.)
• Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.)

Total compensation includes a competitive benefits package along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.
Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles

Please refer the Job description for details