A

Altruist

Platform for RIAs with trading tools

Senior Cloud Infrastructure Engineer - Cloud Infrastructure

Full-TimeUpdated on 10/23/2026
$200k - $240k
Senior
San Francisco, CA, USA
HybridHybrid schedule: three days per week onsite in the San Francisco FiDi office.
DevOps & InfrastructurePlatform Engineering
Company Historically Provides H1B Sponsorship

About the job

Requirements
  • At least 5 years of hands-on experience in cloud infrastructure engineering, with deep, production-proven expertise in AWS.
  • A track record of owning and driving infrastructure initiatives end-to-end, from design and architecture through implementation, rollout, and operational excellence.
  • Expert proficiency with Terraform, including module design, state management strategies, and establishing Infrastructure as Code standards for engineering teams.
  • Extensive production experience operating Kubernetes at scale; EKS is strongly preferred. Experience should include cluster lifecycle management, multi-tenancy patterns, Helm governance, and GitOps workflows.
  • Strong Linux systems engineering skills and advanced scripting proficiency in Python, Bash, or Go.
  • Deep expertise in CI/CD platforms such as GitHub Actions, ArgoCD, and Jenkins, including experience designing deployment strategies for multi-service architectures.
  • Expert understanding of cloud networking, including VPC architecture, Transit Gateway, peering, DNS, and load balancing, and cloud security, including IAM, KMS, WAF, GuardDuty, and Secrets Manager.
  • Proven experience designing and operating observability platforms such as Datadog, Prometheus/Grafana, CloudWatch, and OpenSearch/ELK at organizational scale.
  • Strong experience with database infrastructure and data-layer architecture, including Aurora PostgreSQL, RDS, ElastiCache/Redis, OpenSearch, and DynamoDB.
  • Demonstrated ability to lead disaster recovery planning, execute DR simulations, and design high-availability architecture patterns for mission-critical systems.
  • Ability to write clear architectural decision records, present to leadership, and translate infrastructure complexity for non-technical stakeholders.
  • A proven track record of mentoring engineers and elevating team capabilities through knowledge sharing, design reviews, and tooling improvements.
Responsibilities
  • Architect, deploy, and operate production AWS infrastructure supporting high-availability financial services workloads, including EKS, MSK, RDS/Aurora PostgreSQL, OpenSearch, ElastiCache, S3, and CloudFront.
  • Own and evolve the Infrastructure as Code strategy using Terraform by defining module standards, enforcing code review practices, and driving adoption of reusable patterns across teams.
  • Lead Kubernetes (EKS) platform strategy, including cluster upgrades, node group architecture, Helm chart governance, service mesh evolution, and workload autoscaling policies.
  • Design and drive CI/CD platform improvements using GitHub Actions, ArgoCD, or similar tools to enable safe, fast, and self-service deployments for application engineering teams.
  • Architect and validate disaster recovery strategies, including cross-region failover designs and backup automation, and lead DR simulation exercises.
  • Lead infrastructure design reviews and architectural discussions, ensuring solutions meet scalability, security, and compliance requirements before implementation.
  • Define and drive the platform observability strategy using Datadog, Prometheus, Grafana, CloudWatch, and OpenSearch, including SLO/SLI frameworks, alerting standards, and distributed tracing.
  • Serve as a senior on-call escalation point, lead root-cause analysis on critical production incidents, and drive systemic improvements through blameless post-mortems.
  • Own monthly resource saturation reviews and capacity-planning processes, proactively identify scaling needs, and present findings to engineering leadership.
  • Drive cloud cost optimization strategy through FinOps practices, Reserved Instances/Savings Plans analysis, vendor-spend governance, and accountability frameworks across teams.
  • Define and enforce security architecture standards across AWS environments, including IAM policy governance, VPC design patterns, encryption strategies, secrets management using Vault or AWS Secrets Manager, and vulnerability-remediation workflows.
  • Partner with Security, Compliance, and Audit teams to ensure infrastructure meets FINRA, SEC, SOC 2, and other regulatory requirements, and proactively identify gaps before they become findings.
  • Own networking architecture decisions, including VPC topology, Transit Gateway strategy, VPN configurations, load-balancer patterns (ALB/NLB), CDN optimization (Fastly/CloudFront), and DNS management.
  • Define the strategy for evaluating, integrating, and governing AI-powered developer tools such as Cursor AI, GitHub Copilot, and CodeRabbit, including usage analytics, cost optimization, security review, and policy frameworks.
  • Architect infrastructure for AI/ML workloads, including GPU-enabled compute, SageMaker endpoints, Bedrock integration, vector databases, and data-pipeline orchestration.
  • Lead adoption of AI-driven automation for infrastructure operations, including intelligent alerting, anomaly detection, auto-remediation, and AIOps patterns, moving from exploration to production integration.
  • Build and champion internal platforms and golden paths that leverage generative AI to improve developer experience, reduce operational toil, and accelerate delivery velocity.
  • Act as a trusted technical advisor to the Director of Engineering and engineering leadership on infrastructure strategy, trade-offs, and investment priorities.
  • Lead cross-functional initiatives spanning application engineering, data, security, and DevSecOps teams, driving alignment on complex multi-team infrastructure projects.
  • Represent the CIN team in architecture review boards, incident-response leadership, and engineering-wide planning sessions.
  • Author and maintain comprehensive technical documentation, runbooks, architectural decision records, and operational procedures as organizational knowledge assets.
  • Mentor senior and mid-level engineers, conduct design and code reviews, and actively contribute to hiring and onboarding processes for the CIN team.
Desired Qualifications
  • Seven or more years of infrastructure or platform engineering experience, including three or more years operating at a senior or staff level.
  • Experience in financial services, fintech, broker-dealer, or other heavily regulated industries with FINRA/SEC compliance requirements.
  • AWS certifications at the Professional or Specialty level, such as Solutions Architect Professional, DevOps Engineer Professional, Security Specialty, or Machine Learning Specialty.
  • Experience with event-streaming platforms at scale, including Amazon MSK or Apache Kafka cluster operations, partition strategy, and consumer-group management.
  • Hands-on experience with API gateway management and platform design using Kong or AWS API Gateway.
  • Demonstrated experience with AI/ML infrastructure, including provisioning GPU compute, SageMaker/Bedrock integration, vector databases, MLOps pipelines, or production AIOps automation.
  • Experience defining and executing organizational rollout strategies for AI developer tools, including governance frameworks, usage analytics, and cost management.
  • Proficiency with policy-as-code frameworks such as OPA/Rego, Sentinel, or Kyverno for infrastructure governance and compliance automation.
  • FinOps certification or demonstrated experience leading cloud cost optimization programs at scale.
  • Experience authoring RFCs, architectural decision records, or technical strategy documents that influenced engineering-wide decisions.
  • Contributions to open-source projects, conference talks, or published technical writing.

About the company

A

Altruist

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Website

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, California

Founded

2018

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Simplify's Take

What believers are saying

  • Vanguard said the deal closes later in 2026, validating Altruist’s platform.
  • InvestmentNews reported June 17, 2026 growth at roughly 140% of target.
  • September 10, 2026 Arca chose Altruist as preferred custodian, expanding API demand.

What critics are saying

  • Regulators can block the Vanguard acquisition, killing Altruist’s standalone exit path.
  • Schwab and Fidelity still dominate custody, squeezing pricing and advisor switching.
  • Altruist cut about 50 employees in October 2025, showing profitability pressure.

What makes Altruist unique

  • Altruist’s August 2026 Vanguard acquisition gives it permanent scale and distribution.
  • Its self-clearing custody plus software stack bundles trading, billing, reporting, and AI.
  • Arca became the first firm using Altruist’s Realtime Custodial API on September 10, 2026.

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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

6 month growth

100%

1 year growth

99%

2 year growth

108%
Yahoo Finance
Oct 6th, 2026
Altruist launches donor-advised funds with no minimums and 50 basis point fees

Altruist has launched donor-advised funds (DAFs) on its wealth technology platform, allowing advisors to open and manage charitable giving accounts without separate systems or minimums. The platform enables advisors to set up DAFs in minutes and lets clients recommend grants directly from their accounts or mobile app, choosing from over 1.8 million eligible charities. Unlike traditional DAF platforms with fixed investment menus, Altruist allows assets to be invested in any marketplace model, including custom portfolios and personalised-indexing strategies. Altruist charges fees starting at 50 basis points annually, below the typical 60 to 65 basis points charged by other DAF sponsors. The platform imposes no account-opening, balance, or grant minimums. The DAF accounts are sponsored by Endaoment, a 501(c)(3) public charity.

Wealth Management
Oct 5th, 2026
Altruist adds donor-advised funds to platform.

Altruist adds donor-advised funds to platform. The custodian's new offering features no account minimums, lower fees than competitors and flexible investment options for advisors managing client philanthropy. Davis Janowski, Senior Technology Editor, Wealth Management October 5, 2026 Want a quick summary? Custodian Altruist has added donor-advised funds to its platform, allowing advisors to open, fund, invest and manage those charitable vehicles for clients in minutes without a separate system, the company said. Advisors can transfer an existing fund in two steps: contribute cash or appreciated securities and see the fund appear alongside other holdings in the household view, according to Altruist. "Giving is one of the most personal things a client does with their advisor. We want to support advisors and their clients through that process by making donor-advised funds easy to navigate and access," said Jason Wenk, founder and CEO of Altruist, in a prepared statement. According to Altruist, assets in the new donor-advised fund can be invested in any model in the marketplace, including custom portfolios and personalized indexing strategies, unlike most DAF platforms that restrict investment choices to a fixed menu. The platform has no account-opening, balance or grant minimums, and fees start at 50 basis points annually, below the 60 to 65 basis points typical among other donor-advised fund sponsors, according to Altruist. Clients can recommend grants directly from their Altruist account or mobile app, choosing from more than 1.8 million eligible charities without waiting for their advisor to initiate the transaction. Donor-advised fund accounts created on the Altruist platform will be sponsored by Endaoment, a 501(c)(3) public charity that is the legal owner of DAF assets and the customer of record on the account, according to Altruist. It has been a busy few months for the custody, clearing, and technology provider to RIAs. In late August, news came that the company had agreed to be acquired by Vanguard for $4.6 billion. Senior Technology Editor, Wealth Management Davis Janowski is a New York-based technology journalist whose work spans consumer, business and the FinTech sectors. Prior to his six years with WM, Janowski worked for Forrester Research as an analyst covering Digital Wealth Management. In edition, he has worked for two FinTech startups, Wealthfront and New York-based FeeX, Inc. (now Pontera). His work covering the advisor tech space began in 2007 when he joined InvestmentNews as the advisor industry's first dedicated technology reporter. His start in tech journalism began as an editor with PC Magazine in 1999 where he later served as an analyst and reviewer. His work has appeared in The New York Times, Wealth Management., Financial Planning, RIABiz, InvestmentNews, PC Magazine, numerous blogs and several books, including Technology Tools for Today's High Margin Practice. He has also been a speaker and moderator at numerous industry conferences. Outside his day-to-day he is a senior guide for Manhattan Kayak Company in New York City.

WealthTech Strategy
Sep 20th, 2026
Q&A: State Street goes live with custody offering.

Q&A: State Street goes live with custody offering. 3 hours ago Britton, D. (2026, September 17). Q&A: State Street goes live with custody offering. WealthManagement.com. https://www.wealthmanagement.com/ria-news/state-street-launches-new-ria-custody-business * State Street went live this week with State Street Wealth Services, a new RIA clearing and custody business that the firm is now actively marketing to wealth managers. * The firm intends to bring on its first anchor client, a top U.S.-based RIA, within the next couple of months, and has approximately 40 additional RIA firms in the pipeline. * The offering is built on the digital clearing and custody platform of Apex Fintech Solutions, in which State Street took a minority interest last October, with State Street acting as introducing broker and adding its own layer of data, services and AI capabilities around Apex's APIs. * State Street sold a majority stake in its Wealth Manager Services business to FNZ about five years ago and continues to hold a minority stake in that business. * The unit hired Jennifer Stokes, former head of clearing operations at Altruist, as head of wealth custody and clearing, and Pete Dorsey, previously of LPL Financial, Altruist and TD Ameritrade, as chief revenue officer for wealth custody and clearing. * John Plansky, executive vice president and head of State Street Wealth Services, said the offering targets RIAs with $1 billion or more in assets rather than smaller firms, and that State Street has decided not to operate as a wealth manager itself. * Plansky cited legacy custodian practices such as charging ETF providers for platform placement, an issue analysts raised in connection with Vanguard's decision to buy Altruist, as an opening for a new entrant.

Yahoo Finance
Sep 11th, 2026
Arca partners with Altruist as $1B AI wealth manager emerges from stealth with $64M

Arca, an AI-native wealth management firm that emerged from stealth in June 2026 with $64 million in funding, has partnered with Altruist as its preferred custodian and technology partner. Despite being recently launched, Arca already manages over $1 billion in client assets. The company has embedded Altruist's Realtime Custodial API into its proprietary platform. This integration enables Arca's AI agents to streamline operational workflows, allowing human advisors to focus on delivering personalised guidance to clients. Arca combines expert advisors with purpose-built AI to automate operational complexity in wealth management. The firm scales through acquisition and proprietary software rather than traditional growth methods. Arca is the first firm building on Altruist's real-time API, with additional tech-forward advisory firms expected to follow later this year.

WealthTech Strategy
Sep 1st, 2026
Altruist launches AI financial planning agent.

Altruist launches AI financial planning agent. Janowski, D. (2026, August 31). Altruist soft-launches AI financial planning agent. WealthManagement.com. https://www.wealthmanagement.com/advisor-support-platforms/altruist-launches-ai-financial-planning-agent * Custodian and technology provider Altruist has soft-launched a financial planning agent within its Hazel AI platform that generates comprehensive financial plans within minutes. * The agent covers retirement planning, investment optimization, cash flow analysis, estate planning, tax strategy, and insurance and risk assessment. * The tool provides real-time scenario modeling and is available to firms regardless of their custody arrangements with Altruist. * Founder and CEO Jason Wenk stated that the agent allows a single advisor to do much of the work that a shop full of specialists would do, in a fraction of the time. * The platform gathers data from financial documents, client meetings, and connected sources under zero data retention agreements with AI model providers, using AI for data collection while relying on dedicated calculation programs for financial computations. * Pricing was not immediately available, though the company indicated it would mirror its tax planning capability, where Hazel Admin AI costs $50 per seat monthly annually or $125 monthly with tax planning included. * The announcement follows Vanguard's agreement to acquire Altruist for $4.6 billion in an all-cash transaction expected to close later in 2026. Knote: I like that they are only using AI for data collection and input, not the actual planning decisions.