Advisor Operations Analyst

Altruist is transforming the wealth management industry with an AI platform for financial professionals. The Advisor Operations Analyst will focus on money movement, treasury, and IRA transaction coding while collaborating cross-functionally to ensure compliance and improve processes.

Responsibilities

• Operate in a cross-functional and flexible capacity serving various processes as needed with a focus on money movement and IRA maintenance
• Learn and comprehend each team’s prescribed policies and procedures in order to provide timely and accurate processing of advisor requests
• Often switch between autonomous and collaborative tasks across the various Advisor Operations teams
• Collaborate and engage cross-functionally with Engineering, Product, Clearing Operations, and Customer Support to ensure our customers have a delightful experience
• Ensure compliance with regulatory requirements, internal policies, and industry standards
• Responsible for identifying and implementing cost-saving opportunities

Skills

• Excellent communication skills and a strong desire to build lasting relationships with internal and external stakeholders
• Ability to transition quickly and execute in a dynamic and fast-paced environment
• Highly organized with a strong and proactive work ethic
• Attention to detail with proven experience in delivering high levels of accuracy
• High degree of initiative and personal responsibility to anticipate issues, find solutions, and drive resolution
• Strong Excel/Google Sheets knowledge and capability to seamlessly work with large data sets
• 1+ years experience working with IRAs, cost basis, or banking/money movement
• FINRA SIE, Series 7
• College degree or equivalent experience preferred

Benefits

• A hybrid work schedule for most positions to promote strong, in-person collaboration and a healthy work-life-balance.
• 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 opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
• Company perks program (includes discounts on pet insurance, fitness, cell phone plans, entertainment and travel, etc.).
• Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
• One month work from anywhere policy (with the exception of a few countries).
• Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles.

Company Overview