About the role
About Altruist
Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.
We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!
But first, our values
Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.
Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.
Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.
The opportunity
Altruist is in the midst of an exceptional growth phase and we’re excited to hire a Transfers of Assets Analyst to join our growing Operations Team. As a Transfer of Assets Analyst, you’ll play a hands-on role in helping client assets move onto the Altruist platform accurately and efficiently. You’ll review incoming and outgoing requests, submit transfers, resolve exceptions, and partner with internal teams and external firms to keep transfers moving and improve the client experience.
Your work has a direct impact on whether client accounts are funded and ready to trade, since delays in transfer processing can affect service levels and revenue generation.You’ll also join a team environment where collaboration and culture matter, which makes the role especially exciting for someone who wants to do challenging work alongside people who support one another.