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!
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.
The opportunity
Altruist is in the midst of an exceptional growth phase and we’re excited to hire a Trading Operations Specialist to join our growing Trading team.
Your impact
- Work directly with a team of trading operations specialists, providing guidance, training, and support to ensure team success and adherence to established procedures
- Coordinate trading activities, including trade execution, and reporting to ensure timely and accurate processing of transactions
- Monitor trade flows, troubleshoot issues, and escalate unresolved issues to management or relevant stakeholders as needed
- Collaborate with Engineering, Product, Advisor Services and other internal teams to facilitate smooth execution of trades and resolve any operational issues or discrepancies
- Develop and implement process improvements, automation initiatives and best practices to enhance efficiency, reliability, and scalability of trading operations
- Ensure compliance with regulatory requirements, internal policies, and industry standards, and participate in audits and regulatory examinations as necessary
- Stay informed about market developments, industry trends, and regulatory changes affecting trading operations, and communicate relevant information to team members and stakeholders
What you bring
- Experience - 5 years of experience working as a Trading Operations Specialist; at a B2B financial services, fintech, or SaaS organization with a deep understanding of trading operations with a clearing firm.
- Education - Ideally looking for a B.A. / B.S. degree in relevant fields such as Finance.
- Securities licenses - You studied hard and we’re excited to carry your series 7 and 63 licenses.
- Securities licenses - While Series 7 and 63 licenses required, a Series 57 will also be needed. If you do not currently hold, you must be willing to obtain licenses within 60 days
- Technical aptitude - You’re technologically savvy and can easily get up to speed on modern tech stacks (i.e., Google Suite, Slack, Salesforce, etc)
- 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 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.
Dallas, TX salary range - Advisor Support Representative - Level 2
$59,000—$86,000 USD
Dallas, TX salary range - Advisor Support Representative - Level 3
$79,000—$107,000 USD
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 to promote strong, in-person collaboration and a healthy work-life-balance.
- Stunning, amenity-filled office spaces in Culver City, CA and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity. Employees get to enjoy free parking and EV charging, cold-brew and kombucha on tap, a fully stocked pantry with snacks, etc.
- Competitive salary and equity packages
- Premium healthcare, dental, and vision insurance plans
- 401k savings plan with matching contributions and immediate vesting
- Flexible PTO so you can satisfy your passions outside of work
- 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). 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.
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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