Job Description
About Altruist
Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.
We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, 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
The role is a highly visible, advisor-facing role designed for an experienced trader with a strong core background in equities, ETFs, and options, combined with a working knowledge of fixed income and structured products, and the ability to support those products as part of a broader multi-asset service model. You will act as a trusted partner to RIAs, supporting trading activity across asset classes while navigating different market structures, settlement mechanics, and regulatory considerations. While equities, ETFs, and options represent the primary area of depth for this role, you will also collaborate closely with peers and continue to expand your ability to support fixed income and structured products as the platform grows. This role is well-suited for someone who aspires to leadership, seeks meaningful ownership, and is motivated to help build the future of trading at Altruist. There is a significant opportunity to grow in scope and responsibility over time.
What you’ll do
Execute and support trades across equities, ETFs, listed options, fixed income securities, structured products, and mutual funds on behalf of RIAs and their clients.
Provide advisor-facing support for order entry, trade workflows, allocations, settlements, and product-specific considerations across asset classes.
Assist RIAs with ETF and equity execution, including liquidity considerations, order types, and execution timing.
Support options trading, including single-leg and multi-leg strategies, margin impact, and execution mechanics.
Execute and provide baseline support on fixed income trades, including Treasuries, agencies, corporates, municipals, CDs, and structured products such as structured notes and market-linked CDs.
Coordinate structured product and mutual fund transactions, including subscriptions, redemptions, and operational workflows.
Serve as a knowledgeable resource to advisors on cross-asset tradeoffs, portfolio implementation considerations, and product mechanics.
Partner with Operations, Compliance, Advisor Support, and Product teams to ensure accurate trade processing, regulatory compliance, and continuous workflow improvement.
Monitor market conditions across asset classes to proactively identify risks, execution considerations, and advisor support needs.
Contribute to improving internal trading processes, tools, and service models as Altruist’s platform scales.
What you bring
FINRA Series 7 and Series 63 required; Series 4 and/or 24 is a strong plus (or willingness to obtain).
Additional licenses, such as the Series 57 (which must be obtained within 90 days of hire) and the Series 52/53 (required depending on primary job function).
3–7 years of experience supporting or executing trades across multiple asset classes in a broker-dealer, custodian, or RIA service environment.
Working knowledge of equities, ETFs, options, fixed income, structured products, and mutual funds, including differing market structures and settlement processes.
Experience handling margin accounts and understanding margin requirements across asset classes.
Strong attention to detail and ability to manage multiple workflows simultaneously in a fast-paced environment.
Excellent communication skills with a demonstrated ability to support RIAs and explain complex concepts clearly.
Comfort working cross-functionally and adapting to evolving products and processes.
Bachelor’s degree in Finance, Economics, Business, or a related field.
Nice to have
Experience supporting RIAs through a custodial or advisor service platform.
Familiarity with trading and market data platforms such as Bloomberg, Tradeweb, or similar systems.
Exposure to structured product platforms and alternative investment workflows.
Understanding of regulatory and supervisory considerations across multiple asset classes.
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 for most positions to promote strong, in-person collaboration.
Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.
Competitive pay and equity for eligible positions.
Premium healthcare, dental, and vision insurance plans (HMO and PPO).
401k savings plan with a 4% match and immediate vesting.
16 week paid parental leave after one year of employment.
Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).
Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
One month work from anywhere policy (with the exception of a few countries).
Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, 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.