Relationship Manager

Altruist

Dallas, TX, United States
Base: $90,000 - $130,000 usd; bonus/equity: not sp...
On-site
5+ years relationship management experience
Active finra series 7 and 63 licenses
Deep ria industry and custodial platform knowledge
Altruist is transforming the wealth management industry by building an AI platform that empowers financial advisors to grow and optimize resources

Job Summary

  • Altruist is transforming the wealth management industry by building an AI platform that empowers financial advisors to grow and optimize resources.
  • The Relationship Manager will serve as the primary strategic partner for a portfolio of high-value RIA firms, driving net new assets and expanding service usage.
  • This role requires combining deep RIA industry knowledge with disciplined account management to achieve ambitious growth and retention targets while fostering long-term trust.

Matching Summary

Altruist is transforming the wealth management industry by building an AI platform that empowers financial advisors to grow and optimize resources.

Salary

Base: $90,000 - $130,000 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • 5+ years relationship management experience
  • Active FINRA Series 7 and 63 licenses
  • Deep RIA industry and custodial platform knowledge
  • Consultative sales and executive business reviews
  • Salesforce proficiency and data-driven decision making

Nice-to-have

  • Experience at custodial platforms or TAMPs
  • Advisor practice management initiative design
  • Strong cross-functional orchestration skills
  • Ability to thrive in fast-paced high-growth environment
  • Bias toward continuous improvement and team collaboration

Key Requirements

  • 5+ years in B2B financial services or RIA fintech
  • Active FINRA Series 7 and 63 licenses required
  • Proven track record exceeding growth and retention KPIs
  • Expertise in core RIA technology stacks and fee structures

Work Rights

Not specified

Tailored Resume

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