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Lead Settlements Analyst, Options at Altruist - ApplyBlast

Lead Settlements Analyst, Options

Altruist

5 months ago

3.6 on Glassdoor

Dallas, TX

Hybrid

Full Time

Senior

0 applicants

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About this role

A Lead Settlements Analyst at Altruist owns the launch of options settlement and leads daily settlement operations within the Operations department. The role involves mentoring a team of Analysts, collaborating across departments, and ensuring seamless trading, settlement, and reporting processes.

Skills

Qualifications

Series 7 LicenseSeries 24 LicenseSeries 53 License

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