Manager of Margin and Options Operations
Altruist(6 days ago)
About this role
Altruist is building an AI platform for wealth professionals to modernize wealth management and empower financial advisors. The company is entering a growth phase to launch and scale margin and options trading within its custodial platform. This role is a leadership hire focused on establishing the operational function that will support those product lines and institutional-grade controls.
Required Skills
- Margin Operations
- Options Operations
- Risk Management
- Team Leadership
- Regulatory Compliance
- Vendor Management
- Trade Oversight
- Audit Readiness
Qualifications
- FINRA Series 7
- FINRA Series 4 (Registered Options Principal)
- FINRA Series 24 (preferred)
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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