Altruist

About Altruist

Empowering financial advisors with modern technology

🏢 Finance, Financial Services👥 501-1000 employees📅 Founded 2018📍 McManus, Culver City, CA💰 $601.5m3
FintechB2BInvestingFinancial ServicesSaaS

Key Highlights

  • Raised $601.5 million in Series E funding
  • Headquartered in Culver City, CA, with 501-1000 employees
  • Launched Hazel, an AI assistant for financial advisors
  • Combines digital tools with custody services for efficiency

Altruist is a fintech company headquartered in Culver City, CA, focused on modernizing custodial services for financial advisors. With over $601.5 million raised in Series E funding, Altruist provides an all-in-one platform that combines powerful digital tools with custody services, enabling advisor...

🎁 Benefits

Altruist offers comprehensive health, dental, and vision coverage starting on the first day of employment, competitive compensation packages, and equi...

🌟 Culture

Altruist fosters a technology-driven culture that prioritizes efficiency and modern solutions in wealth management. The company is committed to inclus...

Altruist

Manager Of Trading Lead

AltruistDallas

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Overview

Altruist is hiring a Manager of Trading to lead advisor-facing trading operations. You'll leverage your expertise in equities, ETFs, and options to support a multi-asset service model. This role requires a strong background in trading and financial products.

Job Description

Who you are

You have a strong core background in trading, particularly in equities, ETFs, and options — your experience allows you to navigate complex trading environments and support a diverse range of financial products. You possess a working knowledge of fixed income and structured products, enabling you to contribute effectively to a multi-asset service model. Your passion for transforming the wealth management industry drives you to challenge the status quo and seek innovative solutions. You thrive in advisor-facing roles, where your communication skills and ability to build relationships are key to your success. You understand the importance of teamwork and collaboration, and you are committed to fostering an inclusive and supportive workplace culture. You are adaptable and resilient, ready to tackle challenges with a sense of urgency and focus.

What you'll do

In this role, you will lead trading operations and support financial advisors in delivering superior outcomes for their clients. You will collaborate closely with advisors to understand their needs and provide tailored trading solutions that enhance their service offerings. Your responsibilities will include overseeing trading strategies, ensuring compliance with regulatory requirements, and optimizing trading processes for efficiency. You will also analyze market trends and performance metrics to inform decision-making and drive continuous improvement. As a key member of the team, you will contribute to the development of Altruist's AI platform, leveraging technology to enhance trading capabilities and empower advisors. You will play a vital role in shaping the future of wealth management by providing insights and guidance that help advisors navigate the complexities of the financial markets.

What we offer

At Altruist, we are dedicated to building a diverse and inclusive workplace where every team member can thrive. We offer competitive compensation and benefits, along with opportunities for professional growth and development. You will be part of a mission-driven organization that is committed to making financial advice better, more affordable, and accessible to all. Join us in transforming the wealth management industry and making a meaningful impact on the lives of financial advisors and their clients.

Interested in this role?

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