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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.

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

The IT Manager will lead Altruist's IT function, overseeing identity management, helpdesk operations, compliance, vendor relationships, and a team of engineers, focusing on AI integration and automation.

This role focuses on managing the growth strategy for Hazel, an AI product in wealth management, driving user acquisition, retention, and monetization through data-driven experiments and cross-functional collaboration.

Lead Altruist's IT function, manage identity and access, oversee device lifecycle, and develop a team while partnering with engineering teams.

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.

Manage trade comparison and reconciliation with counterparties to ensure timely, accurate settlement. Investigate and resolve trade, cash, and position breaks, support DTCC settlement functions, process corrections in FIS/Phase 3, report fails and exposures, handle P&S inquiries, and support escalations while maintaining regulatory and operational risk controls.

Lead Hazel's PLG growth engine end-to-end: define funnel stages and metrics, run rapid experiments to improve activation, retention, sharing, monetization and expansion, build viral/team growth loops and a customer community, partner with Sales/Marketing/Design/Engineering on segmentation, pricing, and product experiences, and instrument results using data to drive decisions.

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.