Advisor Operations Analyst
Altruist(2 months ago)
About this role
The Advisor Operations Analyst will join Altruist’s Advisor Operations team focusing on money movement, treasury, and IRA transaction coding to support financial advisors and ensure accurate account activities. The role operates cross-functionally with Engineering, Product, Clearing Operations, and Customer Support to maintain compliance and deliver strong customer experiences. This is an operational analyst position that emphasizes learning company policies, improving processes, and identifying cost-saving opportunities.
Required Skills
- Money Movement
- Treasury
- IRA Coding
- Policy Compliance
- Cross-Functional
- Cost Optimization
- Communication
- Organization
- Detail Orientation
- Data Analysis
+2 more
Qualifications
- College Degree
- FINRA SIE
- Series 7
About Altruist
altruist.comAltruist is a financial custodian and technology platform built for independent RIAs and wealth managers, positioning itself as a modern, lower‑cost alternative to legacy custodians. It combines custody and brokerage with integrated advisor tools — digital account opening, trading and rebalancing, billing, reporting, and APIs/integrations — so advisors can streamline operations and focus on client advice. Altruist emphasizes simple pricing, developer‑friendly integrations, and client‑facing workflows to reduce administrative friction and speed onboarding.
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