Altruist

About Altruist

Empowering financial advisors with modern technology

🏒 Finance, Financial ServicesπŸ‘₯ 501-1000 employeesπŸ“… Founded 2018πŸ“ McManus, Culver City, CAπŸ’° $601.5m⭐ 3
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

Operations Manager β€’ Mid-Level

Altruist β€’ Dallas

Apply Now β†’

Overview

Altruist is seeking a Manager of Corporate Actions to lead their Operations team in Dallas. You'll manage the full event lifecycle for corporate actions and income processing. This role requires strong leadership and operational management skills.

Job Description

Who you are

You have a proven track record in operations management, ideally within the financial services sector. Your experience includes managing teams and overseeing complex processes, ensuring efficiency and accuracy in all operations. You possess strong analytical skills and can navigate the intricacies of corporate actions and income processing with ease. You are a collaborative leader who values diverse perspectives and fosters a culture of kindness and respect within your team. Your growth mindset drives you to continuously improve processes and outcomes, and you are adept at adapting to change in a fast-paced environment.

What you'll do

In this role, you will manage a team responsible for the full lifecycle of corporate actionsβ€”from announcement through allocation and reconciliation. You will ensure that all processes are executed accurately and in compliance with regulatory requirements. You will collaborate closely with financial advisors and other stakeholders to optimize operations and enhance service delivery. Your leadership will be crucial in driving team performance and achieving operational excellence. You will also be involved in strategic planning and process improvement initiatives to support Altruist's growth objectives.

What we offer

Altruist provides a supportive and inclusive workplace where you can thrive. We are committed to your professional development and offer opportunities for growth within the organization. You will be part of a mission-driven team that is transforming the wealth management industry, making financial advice more accessible and affordable for all. We encourage you to apply even if your experience doesn't match every requirement, as we value diverse backgrounds and perspectives.

Interested in this role?

Apply now or save it for later. Get alerts for similar jobs at Altruist.

✨

Similar Jobs You Might Like

Based on your interests and this role

Upvest

Corporate Development

Upvestβ€’πŸ“ Berlin

Upvest is hiring a Corporate Actions Manager to oversee the processing of corporate actions impacting securities held by investors. This role requires strong attention to detail and compliance with regulatory standards.

3 months ago
Clear Street

Corporate Development

Clear Streetβ€’πŸ“ Toronto - Hybrid

Clear Street is hiring an Associate Director, Corporate Actions to oversee Canadian securities corporate actions operations. This role requires strong operational expertise and leadership skills.

🏒 HybridSenior
2w ago
Altruist

Manager Of Trading

Altruistβ€’πŸ“ Dallas

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.

Lead
6d ago
Qualtrics

Account Executive

Qualtricsβ€’πŸ“ Dallas

Qualtrics is hiring an Account Executive to drive experience management solutions for corporate clients. You'll work in a competitive environment focused on closing experience gaps. This role requires a strong work ethic and a hunter mentality.

Mid-Level
2w ago
Altruist

Compliance Director

Altruistβ€’πŸ“ Dallas

Altruist is hiring a Compliance Director to lead compliance efforts in clearing operations. You'll provide expert guidance on regulatory initiatives and ensure compliance across products and services. This role requires significant experience in compliance management.

Senior
6d ago