Full-Time

Partnerships Lead

Confirmed live in the last 24 hours

Altruist

Altruist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Compensation Overview

$136k - $192k/yr

Senior

Company Historically Provides H1B Sponsorship

San Francisco, CA, USA

Hybrid work schedule; requires in-office presence.

Category
Business Development
Business & Strategy
Requirements
  • 5 or more years of experience in a management consulting, business operations, or strategy role for a B2B financial services or fintech organization
  • Thorough understanding of the financial services industry landscape and emerging industry trends
  • Track record of obtaining buy-in from senior stakeholders regarding and launching successful go-to-market partnerships
  • Superb communication
  • Resilience
  • Assurance
  • Creative problem solving
Responsibilities
  • Build and maintain strategic partnerships to generate qualified pipeline and help persuade advisors to adopt Altruist
  • Design, implement, and continuously improve on process to capture, qualify, and engage with ecosystem qualified leads
  • Work with internal stakeholders (e.g., Product, Marketing) to set priorities and ensure follow through on key decisions
  • Prepare weekly, monthly, and quarterly updates to inform internal and external stakeholders on KPIs, priorities, highlights, challenges, and adjustments
  • Attend industry and partner events and represent Altruist
  • Lead special projects as needed
Desired Qualifications
  • FINRA Series 7 and Series 63 licenses

Altruist offers a platform for Registered Investment Advisors (RIAs) to enhance their operations and client services. Its features include live chat support, commission-free fractional share trading, a model marketplace, and an automated rebalancer, which help RIAs manage their businesses more efficiently. Unlike competitors, Altruist provides these services for free and monetizes through a vertically-integrated custodian service, aiming to attract a large user base. The company's goal is to empower RIAs to grow their businesses while improving client experiences.

Company Size

501-1,000

Company Stage

Series E

Total Funding

$449.5M

Headquarters

Culver City, California

Founded

2018

Simplify Jobs

Simplify's Take

What believers are saying

  • Altruist raised $169M in Series E funding, boosting growth potential.
  • Partnerships with Orion and Kwanti enhance Altruist's platform capabilities.
  • Demand for digital transformation in financial services aligns with Altruist's offerings.

What critics are saying

  • Competition from firms like Betterment and Wealthfront threatens Altruist's market share.
  • Regulatory changes could impact Altruist's commission-free trading model.
  • Expansion into digital fixed-income trading introduces new market risks.

What makes Altruist unique

  • Altruist offers a simplified tech stack for efficient RIA management.
  • The platform includes commission-free fractional share trading and automated rebalancing.
  • Altruist provides original content and fast onboarding for financial advisors.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

Hybrid Work Options

Unlimited Paid Time Off

Paid Parental Leave

Stock Options

Growth & Insights and Company News

Headcount

6 month growth

9%

1 year growth

5%

2 year growth

3%
Wealth Management
Mar 14th, 2025
WealthStack Roundup: Altruist Fills CTO Vacancy

RIA custodian upstart Altruist this week announced the hiring of Silicon Valley insider Sumanth Sukumar as its chief technology officer.

Business Wire
Mar 12th, 2025
Former Coinbase and Uber Executive Joins Altruist as CTO to Cement Tech Advantage

To establish a hub for engineering innovation and strengthen its technology leadership, Altruist is expanding its presence with an office in San Francisco.

Business Wire
Oct 2nd, 2024
LaSalle Vaughn Joins Altruist as Chief Compliance, Ethics, & Risk Officer

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.

Wealth Management
Sep 24th, 2024
Altruist Adds Digital Fixed Income Trading to Platform

RIA custodian Altruist has launched fully digital fixed-income trading for advisors.

Arena Investor
Aug 29th, 2024
Announcement: Arena Investor Partners with Altruist

Announcement: Arena Investor partners with Altruist.