Jobs at Altruist

Lead and mentor engineering teams to design, build, and scale backend services, web applications, and data pipelines. Solve complex cross-cutting problems, develop data integrations, and perform data analysis to resolve issues and improve performance.

Lead and mentor engineering teams to design, build, and scale backend services, web applications, and data pipelines. Solve complex cross‑persona problems, implement performant ELT/data integrations, and perform data analysis to investigate and resolve issues, driving engineering best practices and customer‑centric solutions.

Lead Hazel's end-to-end partnerships across tech integrations, distribution, affiliates, and industry networks. Close platform-scale deals, build partnership programs and economics, and establish operating models while partnering with Sales, Product, Marketing, and Finance to drive partnership-sourced ARR.

The Product Marketing Manager will lead GTM strategies for investment products, conduct market research, develop messaging, manage launches, and enable sales teams.

The Sales Executive will drive sales for Altruist by developing client relationships, achieving quotas, and improving sales processes, while leveraging strong consultative selling skills.

The Sales Development Representative will qualify inbound leads, conduct outbound prospecting, and maintain a consistent outreach to generate sales opportunities in a fintech environment.

Own end-to-end onboarding for complex enterprise wealth-management firms, from Sales handoff through operational readiness, training, and long-term support handoff. Translate firm structures, technology, and operating models into tailored transition plans; manage risks, milestones, stakeholders, and executive communication. Establish enterprise onboarding playbooks and standards, develop scalable approaches for varied firm types, improve workflows, coordinate with Operations and internal teams, and report volume, pacing, capacity, and risks to leadership.

Own end-to-end onboarding for complex enterprise wealth-management firms, from sales handoff through operational readiness, training, and long-term handoff. Translate firm structures, technology, and operating models into transition plans; manage risks, stakeholders, milestones, and executive communications. Establish enterprise onboarding standards, playbooks, and firm-type-specific approaches while advising on complex engagements. Lead feedback loops across Operations, Product, Engineering, Compliance, Enablement, and Customer Success, improving workflows and reporting on volume, pacing, capacity, and risk.

Own the full lifecycle of mandatory and voluntary corporate actions, dividends, interest, elections, allocations, and reconciliations across multiple security types. Coordinate with clients, custodians, DTCC, proxy agents, vendors, Product, and Engineering. Strengthen controls, manage exceptions, maintain audit-ready documentation, and drive automation, UAT, and straight-through processing. Support risk management, tax and cost-basis accuracy, platform ownership, and operational modernization.

As a Sales Development Representative, you will generate and qualify leads through inbound and outbound efforts, collaborating with Account Executives to drive sales growth.

Serve as a product- and operations-oriented advisor support rep resolving complex issues across account opening, funding, trading, billing, reporting, and maintenance. Collaborate with product, engineering, operations, and compliance to troubleshoot defects, tag feedback, maintain documentation, and deliver empathetic, high-quality advisor support while developing subject-matter expertise.

Sell Altruist's AI-driven wealth management platform to financial advisors across a territory. Use consultative selling to acquire, retain, and expand advisor relationships, meet quota, capture product feedback, maintain accurate Salesforce records, and contribute to scalable sales processes while demonstrating coachability and company values.

Drive quarterly and annual sales quota by consultatively selling Altruist’s AI wealth-management platform to financial advisors. Build trusted advisor relationships, explain platform features and customer value, guide buying decisions, capture feedback for product and marketing priorities, meet sales SLAs, maintain accurate Salesforce records, and continuously improve through coaching and feedback.

The Solutions Engineer at Altruist will design and implement technology solutions for wealth management advisors, supporting onboarding, integrations, and client experiences, while collaborating cross-functionally with various departments.

The Solutions Engineer at Altruist will act as a subject matter expert for RIAs, supporting technology adoption, conducting discovery sessions, and managing implementations while providing training and recommendations for improving workflows.

Design and ship AI agents, automations, and internal/customer-facing tools to scale Customer Success. Scope priorities, select LLMs and frameworks, integrate systems (CRMs/APIs), partner with DevOps/Security, and drive adoption through metrics, training, and documentation.

The Senior Full Stack Engineer will enhance customer onboarding and AI financial planning features by building robust systems and leading engineering best practices.

Design and ship AI agents, automations, and internal tools to scale Customer Success. Scope and prioritize work, define success metrics, integrate LLMs/agent frameworks, partner with DevOps and Security, and drive adoption through training and documentation.

Lead and mentor engineers to design, build, and scale low-latency trading back-end services, data pipelines, and integrations. Analyze complex cross-workflow problems, develop performant distributed systems, perform data analysis, and maintain ELT processes.

Seek a Senior Back End Engineer to develop AI-driven applications, mentor engineers, and solve complex engineering challenges while focusing on scalability and data integrations.