
About Altruist
Empowering financial advisors with modern technology
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...
Skills & Technologies
Overview
Altruist is hiring a Salesforce Architect to lead the design and delivery of impactful projects within their Customer Operations team. You'll work with Salesforce technologies to optimize customer interactions and improve operational efficiency. This role requires significant experience in Salesforce architecture.
Job Description
Who you are
You are an experienced Salesforce Architect with a strong background in designing and implementing Salesforce solutions. You have a proven track record of delivering high-impact projects that enhance customer operations and improve efficiency. Your expertise in Salesforce allows you to navigate complex requirements and deliver tailored solutions that meet business needs.
You possess excellent communication skills, enabling you to collaborate effectively with cross-functional teams, including sales, customer support, and engineering. You are adept at understanding the unique challenges faced by financial advisors and can translate those challenges into actionable Salesforce strategies. Your ability to think critically and solve problems makes you a valuable asset to any team.
You are passionate about leveraging technology to improve customer experiences and operational processes. You thrive in environments that encourage innovation and are always looking for ways to challenge the status quo. Your growth mindset drives you to continuously learn and adapt to new technologies and methodologies.
Desirable
Experience with AI technologies and their integration into Salesforce solutions would be a plus. Familiarity with the wealth management industry can also enhance your effectiveness in this role.
What you'll do
As the Salesforce Architect at Altruist, you will own the design and delivery of Salesforce projects that directly impact customer operations. You will work closely with stakeholders to gather requirements and translate them into scalable Salesforce solutions. Your role will involve architecting complex integrations and ensuring that the Salesforce platform is optimized for performance and usability.
You will lead technical discussions and provide guidance to the Customer Operations team on best practices for Salesforce implementation. Your expertise will help shape the strategic direction of Salesforce usage within the organization, ensuring that it aligns with Altruist's mission of making financial advice better and more accessible.
You will also be responsible for mentoring junior team members and fostering a culture of collaboration and continuous improvement. Your leadership will help build a strong Salesforce practice within the organization, empowering others to leverage the platform effectively.
What we offer
At Altruist, you will be part of a dynamic team that is transforming the wealth management industry. We offer a collaborative work environment where your contributions will have a direct impact on our mission. You will have opportunities for professional growth and development, as well as the chance to work on innovative projects that challenge the status quo.
We believe in the importance of work-life balance and offer flexible working arrangements to support our team members. Join us in making financial advice better, more affordable, and accessible to all.
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