Alternative Investments Operations Lead

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.

About the position

Altruist is building a full-scale alternative investments custody and processing platform to support private funds, interval funds, non-traded REITs, BDCs, and other complex asset classes. We are hiring an Alternative Investments Operations Lead to help build, execute, and scale the operational foundation that supports these products end-to-end. This is a hands-on leadership role focused on day-to-day execution, operational excellence, and process ownership across the alternative investments lifecycle. The role will partner closely with Operations management and cross-functional stakeholders to support fund onboarding, workflow implementation, vendor coordination, and go-live readiness, while helping ensure controls and processes are operating as designed. 

As a key operational lead for alternatives, you will take ownership of critical workflows, contribute to operational design decisions, and serve as a subject-matter resource for the team, with opportunities to grow into broader ownership and people leadership over time. You will work closely with Compliance, Legal, Product, Engineering, the Trade Desk, and external vendors (including SS&C, Monark, fund administrators, and transfer agents) to support the day-to-day operation of Altruist’s alternatives platform, helping ensure processes and controls meet institutional standards while remaining advisor-friendly and scalable.

If you enjoy building complex operational systems from first principles, thrive in regulated environments, and want to play a meaningful role in shaping one of the most operationally and reputationally sensitive capabilities at a modern custodian, this role offers significant scope for impact, learning, and growth.

Your impact

In addition to leading day-to-day alternative investments operations, this role will be a key contributor to building and evolving the alternatives platform. The Alternative Investments Operations Lead will work closely with Product and Engineering throughout design, testing, and launch phases to help ensure operational workflows, control considerations, and vendor constraints are reflected from the outset.

In this role, you will take ownership of critical operational processes and controls, contribute to the ongoing integrity and scalability of the platform, and partner with Operations leadership to support a strong, well-controlled alternative investments offering.

What you’ll do

Operational Leadership & Execution Oversight

• Lead day-to-day alternative investments operations, including subscriptions, NIGOs, KYC/AML coordination, capital calls, funding, reconciliations, distributions, valuations, and other lifecycle events, ensuring timely and accurate execution.
• Design, document, and maintain operating procedures, control checklists, QA standards, and audit evidence across alternative investment workflows, partnering with Operations leadership to ensure alignment with broader control frameworks.
• Help define and monitor SLAs, operational metrics, escalation paths, and coverage models to support both steady-state operations and peak activity periods (e.g., capital call deadlines).
• Act as a primary escalation point for high-risk, time-sensitive, or exception-driven events, exercising sound judgment and escalating to Operations leadership as appropriate.
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