Account Operations Analyst

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

As an Account Operations Analyst, you’ll serve as an integral part of our account opening and maintenance processes by opening and updating accounts, communicating with our advisor support team, and performing daily reconciliation activities to ensure that regulatory requirements are being followed.

Your impact

• Complete various account maintenance activities.
• Handle sensitive document review to ensure compliance with firm policy, Altruist’s CIP program, Securities and Exchange Act 17a-3, FINRA 2090, and all other relevant industry regulations.
• Identify and escalate risks as appropriate.
• Act as subject matter expert in the firm for all account types and related maintenance processes and be able to clearly communicate these with other teams.
• Manually address exceptions and systemic failures.
• Independently identify issues and create proposals to solve new complex problems related to account setup and maintenance.
• Continually drive the creation and updates of procedures and processes.

What you bring

• Experience - 2+ years of account operations experience with a broker-dealer or RIA
• Education - Ideally looking for a B.A. / B.S. degree in relevant fields.
• Technical aptitude - You’re technologically savvy and can easily get up to speed on modern tech stacks.
• Ownership - The pride you put into every aspect of your work is unparalleled and undeniable.
• Superb communication - You engage in intentional dialogue, listen actively, and share perspectives thoughtfully, with the ability to influence and build trust across compliance, product, marketing, and engineering teams.
• Resilience - We’re inspired by your unwavering determination to achieve success, no matter the adversity you face along the way.
• Assurance - Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives. 
• Creative problem solving - Identifying the problem is simply not enough. You’re instinctually creative with your approach in finding solutions to roadblocks.
• Bonus points:
  • FINRA Series 7 or 99 preferred

Dallas, TX salary range$59,000—$86,000 USD

What we bring

Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.

• A hybrid work schedule for most positions to promote strong, in-person collaboration.
• Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity. 
• Competitive pay and equity for eligible positions.
• Premium healthcare, dental, and vision insurance plans (HMO and PPO).
• 401k savings plan with a 4% match and immediate vesting.
• 16 week paid parental leave.
• Professional growth and development opportunitie