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Altruist

Platform for RIAs with trading tools

Product Specialist - Rebalancing

Business AnalysisConfirmed live in the last 24 hours
Full-timeDallas, TX, USA$107k - $136k

About the Job

Requirements

  • At least 3 years of experience working in the finance industry, preferably in a product operations role.
  • Experience working directly with product development teams on products with high-volume usage and financial impact.
  • Experience using SQL to answer questions with data.
  • Experience augmenting and automating workflows with AI agents.
  • Familiarity with rebalancing and portfolio management concepts.
  • Familiarity with financial data, including positions, prices, and cost basis, and with corporate actions.
  • Systems thinking, precision, attention to detail, accountability, and number sense.
  • A self-directed, high-accountability mindset.

Responsibilities

  • Become the resident expert on an optimization-based rebalancer.
  • Build AI agents to craft precise, researched responses to advisor inquiries about rebalancing behavior.
  • Investigate potential bugs reported by customers to the customer support team.
  • Produce and improve customer-facing onboarding and knowledge guides for the rebalancer.
  • Monitor automated rebalancing progress from ingestion of trade proposals through allocation of executed orders.
  • Analyze and monitor rebalancer performance on an ongoing basis, identifying and characterizing trends that impact client outcomes.
  • Provide feedback and input to Product, Design, and Engineering teams during product development.
  • Provide one-off or custom reports and analyses for financial advisors.
  • Liaise with Customer Success, Market Data, and Compliance teams to investigate issues, and work closely with Engineering to find solutions.

Desired Qualifications

  • Experience working in a product operations role.
  • Experience working with one or more trading solutions.

About the Company

Altruist

Platform for RIAs with trading tools

Altruist builds a tech platform for Registered Investment Advisors (RIAs) to run their practice more efficiently. Its core tools include a streamlined tech stack with live chat support, commission-free fractional share trading, a model marketplace, and an automated rebalancer, helping RIAs serve more clients at lower costs. The platform also offers fast onboarding and quick access to investment management information, plus original content for independent advisors. Altruist’s business model offers its services for free to attract a large RIA user base and then monetizes through a vertically-integrated custodian service that reduces overhead for RIAs. The company differentiates itself by combining a free, easy-to-use software suite with integrated custodial services and practical resources, focused specifically on the needs of RIAs. Its goal is to help RIAs grow their business, improve client experiences, and lower operating costs by providing a centralized, cost-effective platform.

Company size
201-500
Company stage
Series F
Total funding
$601.5M
Headquarters
Culver City, CA
Founded
2018

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