Full-Time
Confirmed live in the last 24 hours
Platform for Registered Investment Advisors' operations
$75k - $100kAnnually
Senior
New York, NY, USA
The annual base salary for this position in New York is $75,000 - $100,000.
You match the following Truist's candidate preferences
Employers are more likely to interview you if you match these preferences:
Truist offers a platform for Registered Investment Advisors (RIAs) to improve their operations and client services. The platform includes tools like live chat support, commission-free fractional share trading, and an automated rebalancer, enabling RIAs to manage their businesses more efficiently and serve more clients at lower costs. Unlike competitors, Truist provides these services for free, monetizing through a vertically-integrated custodian service that reduces overhead costs for RIAs. The company's goal is to help RIAs grow their businesses and enhance client experiences.
Company Size
501-1,000
Company Stage
Series E
Total Funding
$437.2M
Headquarters
Culver City, California
Founded
2018
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Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Health Savings Account/Flexible Spending Account
Unlimited Paid Time Off
Paid Vacation
Paid Sick Leave
Paid Holidays
Hybrid Work Options
401(k) Retirement Plan
401(k) Company Match
Company Equity
Vaughn joins Altruist from Bestow, where he served as Chief Compliance, Ethics, and Risk Officer, leading teams that mitigated regulatory risk for online insurance products.
RIA custodian Altruist has launched fully digital fixed-income trading for advisors.
Announcement: Arena Investor partners with Altruist.
Yoonkee Sull, general partner at ICONIQ Growth, will join Altruist's board of directors as a result.
Altruist, a Los Angeles, CA-based custodian for independent RIAs, raised $169M in Series E funding
Orion Advisor Solutions, a leading provider of performance reporting software, has joined forces with Altruist to integrate their respective platforms.
Kwanti announces new integration with Altruist.
The new round of funding puts Altruist’s total venture funding raised at more than $290 million.
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