Head of Clearing Operations
Altruist(21 days ago)
About this role
Altruist is building an AI platform for wealth professionals and partners with financial advisors to improve how financial advice is delivered. The Head of Clearing Operations role sits within the Operations organization and oversees Altruist’s self-clearing function as the company scales. This position is focused on leading clearing operations at a broker-dealer in a high-growth environment and ensuring a strong customer experience.
Required Skills
- Clearing Operations
- Broker-Dealer Operations
- New Accounts
- Account Transfers
- Treasury Operations
- Tax Operations
- Corporate Actions
- Margin
- Options
- Vendor Management
+13 more
Qualifications
- FINRA Series 4
- FINRA Series 7
- FINRA Series 63
- FINRA Series 27
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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