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.
About the position
Altruist is entering an exciting phase, and we're looking for a Training & Enablement (T&E) Manager to join our new Customer Group Education team. Our CGE team builds training and development opportunities for members of our Sales, Clearing Operations, and Customer Service departments.
Your Impact
Knowledge Management System Development:
- Oversee the organization, accuracy, and accessibility of internal and external knowledge resources
- Streamline Knowledge Management (KM) processes and work to improve information access for both customers and internal teams
- Develop and track key metrics to measure the KM infrastructure’s effectiveness, such as request volume, turnaround time for updates, user feedback, and article viewership
- Regularly update knowledge content based on both leading and lagging indicators, such as team feedback, product changes, metrics around usage, and customer interaction data
- Evaluate and recommend methods to optimize knowledge storage, organization, retrieval, and updates; this includes planning for the integration of a company-wide Learning Management System (LMS)
Content Development
- Maintain a network of cross-functional Subject Matter Experts (SMEs) to keep content accurate and up-to-date
- Transform SME content into clear, accessible resourced for both customers and internal teams. Resources include but are not limited to help center articles, videos, Standard Operation Procedures (SOPs), internal tools and applications, job aids, and in-app guides.
- Ensure all knowledge materials, including help center design, align with brand voice, design guidelines and compliance requirements
Support Training & Enablement (T&E)
- Facilitate regular meetings and collaboration sessions with stakeholders to identify business needs, gather insights and requirements for knowledge content, and evaluate the effectiveness of current processes.
- Collaborate with the Product Enablement Manager on updates and new resources related to product launches.
- Leverage knowledge resources to support all training programs, ensuring they are relevant, accessible, and effective for both new hires and ongoing team development
- Contribute to the design and execution of T&E programs and processes that drive business results
Process Improvement & Organization
- Conduct needs assessments and gather feedback to ensure KM’s alignment with business priorities and to identify resource needs.
- Ensure all processes that affect the CS and Clearing Operations groups are organized and efficient, and identify/implement changes to improve them as needed
- Conduct needs assessments and provide clear, metric-driven guidance on next steps to leadership
- Provide insights on how T&E initiatives impact key business metrics, driving continuous improvement
What you bring
- Experience - 5 or more years of experience working in training and enablement at a B2B financial services, fintech, or SaaS organization
- Experience in the design, delivery, and improvement of training - including the ability to develop and track metrics to measure knowledge managements impact on customer satisfaction, response accuracy, inquiry deflection, team member ramp-up times
- Experience with Knowledge Management systems and processes
- Experience with high-level program and stakeholder management
- Ability to perform a needs assessment, recommend and execute solutions for organizational gaps, and utilize metrics to demonstrate success
- Strong organizational and project management skills, with the ability to manage multiple tasks and projects simultaneously.
- Education: Degrees or certifications in Training and Learning are preferred
- Securities licenses - You studied hard and we’re excited to carry your series 7 and 63 licenses
- FINRA series 7 and 63 licenses are not required, but ideally you would be willing to obtain licenses which we will proudly sponsor.
- Technical aptitude - You’re technologically savvy and can easily get up to speed on modern tech stacks (i.e., Salesforce, Google Suite, Slack, Confluence/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
Dallas, TX salary range
$90,000—$130,000 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. Please note that perks and benefits are only applicable for full-time staff employment opportunities.
- 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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