Margin Operations Analyst

Altruist

1 month ago

3.6 on Glassdoor

Dallas, TX

Hybrid

Full Time

Medior

3 applicants

View Job Listing

Apply to 100+ jobs

About this role

Altruist is hiring a Margin Operations Analyst to support the daily execution, monitoring, and control of margin lending across client accounts. The role sits on the Margin & Options Operations team and is a hands-on operational position that ensures margin accounts comply with regulatory requirements while delivering a consistent experience for advisors. This position partners closely with Trading, Compliance, and the Trade Desk and provides exposure to risk and trading decisions. It offers meaningful responsibility and growth in a fast-moving fintech environment.

Skills

Qualifications

FINRA Series 7Series 4Series 24

About Altruist

altruist.com

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