Advisor Support Manager

📋 Description

• Serve as the firm’s central day-to-day partner for ongoing support and operational needs across an
• Develop a deep understanding of each firm’s business, workflows, goals, challenges, key people, and
• Guide firms in how they work with and leverage Altruist as their businesses evolve—not only when
• Build trusted relationships with advisors, operations teams, and firm leadership.
• Lead meaningful conversations that look beyond the immediate request and connect back to the firm’s
• Partner with Sales and Relationship Management when conversations become commercial or

🎯 Requirements

• 5+ years of experience in financial services, fintech, wealth management, customer success
• Strong understanding of RIAs and how advisory firms operate.
• Proven experience building and retaining complex or high-value client relationships.
• Excellent written and verbal communication skills.
• Strong presentation and meeting facilitation skills.
• Demonstrated ownership, judgment, and follow-through.

🎁 Benefits

• Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX.
• Competitive total compensation.
• Premium healthcare, dental, and vision insurance plans (HMO and PPO).
• 401k savings plan with a 4% match and immediate vesting.
• 16 week paid parental leave after one year of employment.
• Professional growth and development opportunities including an employee mobility program and an