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Advisor Support Team Lead at Altruist - ApplyBlast

Advisor Support Team Lead

Altruist

2 days ago

3.6 on Glassdoor

Dallas, Texas, United States

Onsite

Full Time

Manager

0 applicants

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About this role

The Advisor Support Team Lead at Altruist leads a team of up to 14 professionals providing customer support to Registered Investment Advisors (RIAs) via chat, email, and phone. This role ensures high-quality service delivery, fosters team engagement, and acts as a liaison between Customer Success, Product, and Engineering teams. The position involves coaching, performance management, and driving process improvements within a fast-growing fintech environment.

Responsibilities

Lead a team of up to 14 professionals providing advisor support via chat, email, and phone
Monitor interactions for accuracy, compliance, and regulatory guidelines while identifying training opportunities
Act as Customer Success liaison to Product and Engineering overseeing defect and service request resolution

Skills

Qualifications

FINRA series 7FINRA series 63

About Altruist

altruist.com

Headquarters

Culver City, California, United States

Company Size

51-200 employees

Founded

2018

View Profile

Altruist 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.

Recent company news

RIABiz

Ross Gerber's deal to sell Joe Duran a minority stake in his $4-billion RIA fell through, but he took Duran's advice to wean his company off LPL -- and gave Altruist the nod as 'primary custodian'

1 day ago