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, optimize time and resources, and deliver superior outcomes for their clients.
We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!
But first, our values
Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.
Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.
Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.
About the role
Altruist is building the modern custodian for independent financial advisors, and we’re growing quickly. The internal systems people depend on — identity, devices, corporate applications, and the networks and automation connecting them — need to work at a scale well beyond where we are today.
This is a senior generalist role. You’ll design and implement solutions across our internal technology, serve as the escalation point for our hardest problems, and mentor junior teammates through to resolution.
We’re looking for an engineer with broad technical range, an AI-native approach to the work, and strong instincts for where to invest technical effort.
This role is hybrid, with three days per week in our San Francisco office.
What you’ll do
- Own the design, implementation, and operation of our core internal systems — identity, endpoints, corporate applications, and networking
- Lead technical projects end to end — scoping, design, pilot, rollout, and handoff
- Implement and maintain SASE and zero trust controls across the environment
- Build automation and integrations that remove manual work, including AI-assisted and agentic workflows and expanded self-service
- Evaluate and implement new tools and platforms, including migrations off systems that no longer fit
- Serve as the senior escalation point for complex or high-impact issues
- Strengthen security and reliability across the environment — access controls, patching, and monitoring — and support access reviews and audit requests
- Define technical standards, documentation, and runbooks that make the work repeatable
What you’ll bring
Required
- 7–10 years in IT engineering, corporate infrastructure, or a related discipline, with demonstrated ownership of systems end to end in a large or fast-growing organization
- Endpoint engineering across macOS and Windows, including MDM and fleet-scale configuration management
- Identity platform experience — Okta and/or Google Workspace preferred, though any IdP works — including SSO, SCIM, and lifecycle automation
- Corporate networking and secure access — Wi-Fi, VPN, DNS, DHCP, VLANs, firewall fundamentals — plus hands-on experience with SASE, conditional access, and device trust
- An AI-native approach to the work — you already use AI to write code, troubleshoot, and automate, with a clear sense of where it adds value — backed by real scripting ability (Python, Bash, PowerShell) and comfort with APIs
- Strong people skills and a service mindset — you take complex escalations yourself and handle them with patience, clarity, and genuine care for the person on the other end
Nice to have
- Experience in financial services or another regulated environment, including SOC 2, FINRA/SEC, or similar control frameworks and audit cycles
- Experience supporting a fleet of 500+ endpoints, or a company through a period of rapid headcount growth
- Experience standing up or replacing a core IT system — an IdP, MDM, or ITSM platform — rather than only operating one
- Experience building internal tooling or AI-assisted workflows for IT operations
- Infrastructure-as-code or configuration management experience (Terraform, Ansible, or similar)
- Exposure to M&A integration, office buildouts, or other IT work driven by company growth
Details
- Location: San Francisco, CA — hybrid, 3 days/week in office
- Schedule: Full-time, with occasional scheduling flexibility needed around planned deployments
- Requirements: Background check and security awareness training prior to system access
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.
- 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 total compensation.
- Premium healthcare, dental, and vision insurance plans (HMO and PPO).
- 401k savings plan with a 4% match and immediate vesting.
- 16 week paid parental leave after one year of employment.
- Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
- Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).
- Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
- One month work from anywhere policy (with the exception of a few countries).
Total compensation includes a competitive benefits package, along with a bonus program 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.
Skills Required
- 7-10 years of experience in IT engineering, corporate infrastructure, or a related discipline
- End-to-end ownership of systems in a large or fast-growing organization
- Endpoint engineering across macOS and Windows
- MDM and fleet-scale configuration management experience
- Identity platform experience, including SSO, SCIM, and lifecycle automation
- Experience with Okta and/or Google Workspace, or another identity provider
- Corporate networking experience with Wi-Fi, VPN, DNS, DHCP, VLANs, and firewall fundamentals
- Hands-on experience with SASE, conditional access, and device trust
- AI-native approach using AI for coding, troubleshooting, and automation
- Scripting ability with Python, Bash, or PowerShell
- Comfort working with APIs
- Strong people skills and a service mindset
- Ability to handle complex escalations with patience and clarity
- Financial services or regulated-environment experience
- Experience with SOC 2, FINRA, SEC, or similar control frameworks and audit cycles
- Experience supporting 500 or more endpoints or rapid headcount growth
- Experience implementing or replacing an IdP, MDM, or ITSM platform
- Experience building internal tooling or AI-assisted IT operations workflows
- Infrastructure-as-code or configuration management experience with Terraform, Ansible, or similar tools
- Exposure to M&A integration, office buildouts, or growth-driven IT projects
- Successful completion of a background check
- Completion of security awareness training before system access
What We Do
Altruist is on a mission to make independent financial advice better, more affordable, and accessible. We’ve built an all-in-one platform that reduces barriers for financial advisors to deliver great advice. Our software makes advisors more efficient and gives them the freedom to charge less. This means clients pay less, make more, and gain confidence. We want to help tens of millions of people have an amazing experience with their money by supporting thousands of financial professionals.
Why Work With Us
We're helping more people get access to quality financial advice. This means lower costs, no minimums, and full transparency. Our team is passionate about our mission and we love working together. Altruist provides all the usual perks of a tech startup, just no ego or politics. We believe in hiring brilliant, hard-working, nice people (no jerks).
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