Jobs at Altruist

Own end-to-end onboarding for complex enterprise wealth-management firms, from Sales handoff through operational readiness, training, and long-term support handoff. Translate firm structures, technology, and operating models into tailored transition plans; manage risks, milestones, stakeholders, and executive communication. Establish enterprise onboarding playbooks and standards, develop scalable approaches for varied firm types, improve workflows, coordinate with Operations and internal teams, and report volume, pacing, capacity, and risks to leadership.

Serve as a product- and operations-oriented advisor support rep resolving complex issues across account opening, funding, trading, billing, reporting, and maintenance. Collaborate with product, engineering, operations, and compliance to troubleshoot defects, tag feedback, maintain documentation, and deliver empathetic, high-quality advisor support while developing subject-matter expertise.

The Solutions Engineer at Altruist will act as a subject matter expert for RIAs, supporting technology adoption, conducting discovery sessions, and managing implementations while providing training and recommendations for improving workflows.

Design and ship AI agents, automations, and internal tools to scale Customer Success. Scope and prioritize work, define success metrics, integrate LLMs/agent frameworks, partner with DevOps and Security, and drive adoption through training and documentation.

Lead marketing automation strategy and operations to drive growth. Manage and integrate marketing platforms and CRM, design automated campaigns and nurture flows, analyze funnel performance, document SOPs, train teams, and recommend tooling and AI-driven improvements.

The Senior Cloud Infrastructure Engineer will architect, build, and operate AWS infrastructure, ensuring reliability, security, and scalability while leading technical initiatives and mentoring others.

Lead end-to-end quality for a user-facing fintech platform, owning UI, API, and data-layer testing. Perform exploratory manual testing, build and maintain Java-based automation (Playwright/Selenium, REST Assured/Postman), integrate tests into CI/CD, design test plans for AI features, manage defects in Jira, and drive continuous improvement in testing strategy and execution across cross-functional teams.

Own end-to-end onboarding of advisory firms from post-sale through launch: run discovery, build and manage implementation plans, lead training, coordinate cross-functional teams, track transition health across core areas (account opening, funding, trading, billing, reporting), and iterate playbooks to reduce friction and accelerate time-to-value.

Lead an engineering team to build and launch a new product, driving innovation and continuous improvement while setting performance metrics and goals.

The Staff Back End Engineer will lead engineering practices, analyze problems, build scalable services, and maintain data pipelines. They will also mentor team members and foster communication while delivering impactful solutions.

Lead and mentor engineering teams to design, build, and scale backend services, web applications, and data pipelines. Solve complex cross‑persona problems, implement performant ELT/data integrations, and perform data analysis to investigate and resolve issues, driving engineering best practices and customer‑centric solutions.

The Sales Development Representative will qualify inbound leads, conduct outbound prospecting, and maintain a consistent outreach to generate sales opportunities in a fintech environment.

The Sr. Solutions Engineer will drive sales execution, lead onboarding process for enterprise clients, and develop a GTM strategy while leveraging technical fluency and enterprise selling skills.

Lead complex enterprise opportunities from discovery through onboarding for wealth management firms. Build account plans, run business-case conversations, align cross-functional teams, manage pricing and proposals, and maintain Salesforce hygiene to close large, multi-stakeholder deals.