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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.

Sell Altruist's AI-driven wealth management platform to financial advisors across a territory. Use consultative selling to acquire, retain, and expand advisor relationships, meet quota, capture product feedback, maintain accurate Salesforce records, and contribute to scalable sales processes while demonstrating coachability and company values.

Drive quarterly and annual sales quota by consultatively selling Altruist’s AI wealth-management platform to financial advisors. Build trusted advisor relationships, explain platform features and customer value, guide buying decisions, capture feedback for product and marketing priorities, meet sales SLAs, maintain accurate Salesforce records, and continuously improve through coaching and feedback.

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.

Design and ship AI agents, automations, and internal/customer-facing tools to scale Customer Success. Scope priorities, select LLMs and frameworks, integrate systems (CRMs/APIs), partner with DevOps/Security, and drive adoption through metrics, training, and documentation.

The Senior Full Stack Engineer will enhance customer onboarding and AI financial planning features by building robust systems and leading engineering best practices.

Design and ship AI agents, automations, and internal tools to scale Customer Success. Scope and prioritize work, define success metrics, integrate LLMs/agent frameworks, partner with DevOps and Security, and drive adoption through training and documentation.

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.

Seek a Senior Back End Engineer to develop AI-driven applications, mentor engineers, and solve complex engineering challenges while focusing on scalability and data integrations.