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The Principal Product Manager will manage the self-clearing product roadmap, oversee collaboration with various teams and vendors, and ensure the delivery of an optimal experience for financial advisors and clients. Responsibilities also include building workflows, creating documentation, and supporting compliance and regulatory requirements.
The IT Support Engineer will provide technical assistance and support for computer systems, hardware, and software. Responsibilities include running diagnostics, conducting training sessions, maintaining system performance, and managing IT inventory. The role also involves onboarding and offboarding employees.
The Systems Architect will manage and optimize Altruist's Salesforce instance, ensuring high-level system operations, data migrations, and automation accuracy. Responsibilities include enhancing customer experience through various platforms, implementing innovative solutions for operational excellence, maintaining data integrity, and ensuring compliance and security. Collaboration with teams to drive decision-making and continuous improvement is key.
The Systems Architect in Customer Operations will manage the Salesforce instance, execute data model implementations, optimize customer experience through various channels, maintain integrations, build reporting and dashboards, and ensure system security and compliance.
Altruist is seeking an Advisor Support Representative to join their Customer Success team in Dallas, TX. Responsibilities include resolving complex customer inquiries, providing exceptional service, translating technical issues, and adhering to compliance guidelines. Requirements include customer support experience, knowledge of broker-dealer operations, and proficiency in ticket management systems. A bachelor's degree and FINRA Series 7 license are preferred. The salary range is $55,000 to $85,000 USD per year with competitive benefits and stock options included in the total compensation package.
The Partnerships Lead at Altruist will be responsible for building and maintaining strategic partnerships, driving the adoption of Altruist by financial advisors, and collaborating with internal teams to ensure the successful launch of partnerships. This role includes preparing updates on performance metrics, attending industry events, and leading special projects as needed.
The Senior QA Automation Engineer will create test scripts and plans, analyze raw data, conduct data testing, validate transformations, and ensure data integrity while collaborating with development teams to improve quality and automate processes.
The Partnerships Lead will build and maintain strategic partnerships to generate a qualified pipeline for Altruist, engage with ecosystem leads, and collaborate with internal stakeholders. The role includes preparing updates on KPIs and representing the company at industry events.
As a Staff Front End Engineer at Altruist, you will collaborate with product, design, and business teams to understand requirements and translate them into technical designs. Your responsibilities include defining system architecture, leading engineering best practices, mentoring junior developers, and ensuring product quality, all while managing deliverables and deadlines.
As a Staff Front End Engineer at Altruist, you will work closely with product, design, and business teams to understand requirements and translate them into technical designs. You will drive engineering best practices, mentor junior developers, and ensure the integrity and performance of the systems you build.
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