Analyst, Retirement Operations

About Altruist

Altruist is the modern custodian built exclusively for independent financial advisors that combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing — all in one streamlined solution. Financial advisors across the U.S. have partnered with Altruist to reduce costs, save time, grow their business, and provide better outcomes for their clients. Our mission is to make financial advice better, more affordable, and accessible to everyone — but we can’t do it alone. We’re seeking exceptional talent to join our team. That’s where you come in! 

If you’re passionate about challenging the status quo and making a meaningful impact in the financial advice industry, 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 entering an exciting phase, and we're looking for a Retirement Operations Analyst to join our quickly scaling team! In the role, you’ll be responsible for maintaining the integrity of thousands of retirement accounts — processing updates, correcting transactions, supporting tax reporting, and making sure everything stays 100% compliant with IRS and regulatory standards.

Your impact

• Manage retirement transactions including contributions, distributions, rollovers, RMD recalculations, Roth conversions, recharacterizations, and death claims.
• Support the preparation and review of critical tax forms (1099-R and 5498) to ensure perfect reporting.
• Maintain clean, consistent data across all retirement systems and platforms.
• Partner with internal teams (Client Services, Compliance, Tax Reporting) to resolve maintenance issues and keep operations running smoothly.
• Ensure all work meets high regulatory and operational standards.
• Participate in system testing, process enhancement projects, and workflow optimizations aimed at improving operational efficiency and data integrity.

What you bring

• Experience - 1-3 years of experience in financial operations, retirement services, or brokerage operations.
  • Solid understanding of IRA and 401(k) account rules, including IRS distribution and contribution requirements.
  • Familiarity with custodial operations and tax reporting (1099R, 5498)
  • Familiarity with RMD, recharacterization, and removal of excess processing
  • Knowledge of different retirement account types (Traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, and Solo 401(k)s)
  • Knowledge of IRS Publication 590 A/B, the SECURE Act, and other retirement legislation
• Education - Ideally seeking a bachelor's degree in Finance, Accounting, Economics, Business Administration, or another related field.
• Technical aptitude - You’re technologically savvy and can easily get up to speed with workflow tools, document management systems, or back-office processing platforms.
• Ownership - The pride you put into every aspect of your work is unparalleled and undeniable
• Superb communication - Intentional dialogue is a superpower. You listen as well as you share your perspective with others.
• 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 if you bring
  • FINRA Series 7 or Series 99 (or willingness to obtain).

Dallas, TX salary range$59,000—