Relationship Manager

Altruist

Los Angeles, CA, United States
Base: $96,000 - $141,000 usd; bonus/equity: not sp...
On-site
5+ years relationship management experience
Active finra series 7 and 63 licenses
Deep knowledge of ria industry and custodial platforms
Altruist is building an AI platform to transform the wealth management industry by empowering financial advisors to grow and optimize resources

Job Summary

  • Altruist is building an AI platform to transform the wealth management industry by empowering financial advisors to grow and optimize resources.
  • The Relationship Manager will serve as the primary strategic partner for high-value RIA firms, driving net new assets and expanding share of wallet.
  • This role requires orchestrating cross-functional resources to improve firm efficiency, profitability, and client experience while meeting ambitious growth targets.

Matching Summary

Altruist is building an AI platform to transform the wealth management industry by empowering financial advisors to grow and optimize resources.

Salary

Base: $96,000 - $141,000 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 knowledge of RIA industry and custodial platforms
  • Proven track record exceeding growth targets
  • Proficiency with Salesforce and Google Workspace

Nice-to-have

  • Experience at a custodial platform or TAMP
  • Background in top-tier management consulting
  • Prior advisor practice management initiative design
  • Strong consultative sales and presentation skills
  • Ability to travel up to 40% for client meetings

Key Requirements

  • 5+ years in B2B financial services or RIA fintech
  • Active FINRA Series 7 and 63 licenses required
  • Expertise in core RIA technology stacks and fee structures
  • Demonstrated success in fast-paced high-growth environments

Work Rights

Not specified

Tailored Resume

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