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

Compliance Manager Senior

AltruistSan Francisco

Posted 3d agoSeniorCompliance Manager📍 San Francisco💰 $136,000 - $192,000 / yearly
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Overview

Altruist is hiring a Senior Compliance Manager to lead product and marketing compliance efforts and support employee compliance. This role requires strong oversight of regulatory initiatives in the wealth management industry.

Job Description

Who you are

You have a strong background in compliance management, ideally with experience in the financial services sector. Your expertise includes leading compliance programs and ensuring adherence to regulatory requirements. You are skilled in balancing compliance oversight with innovation and growth, and you thrive in environments that challenge the status quo. You possess excellent communication skills, enabling you to collaborate effectively with cross-functional teams and stakeholders. You are committed to fostering a diverse and inclusive workplace, encouraging others to apply even if their experience doesn't align perfectly with every qualification.

What you'll do

As a Senior Compliance Manager at Altruist, you will lead key elements of the company's regulatory compliance programs. You will work closely with product and marketing teams to ensure that all initiatives meet compliance standards. Your role will involve supporting employee compliance efforts and partnering on broader regulatory initiatives. You will be responsible for developing and implementing compliance policies and procedures, conducting compliance training, and monitoring compliance activities across the organization. You will also play a crucial role in identifying compliance risks and recommending solutions to mitigate them. Your impact will help shape the future of financial advice, making it better, more affordable, and accessible to all.

What we offer

At Altruist, we are dedicated to transforming the wealth management industry through innovation and technology. We offer a collaborative work environment where your contributions will directly impact our mission. You will have the opportunity to work with a talented team of professionals who are passionate about making a difference. We provide competitive compensation and benefits, along with opportunities for professional growth and development. Join us in our mission to empower financial advisors and improve the financial landscape for clients nationwide.

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