Senior Resolution Services Analyst
Altruist
About Altruist
Altruist is the modern custodian built exclusively for independent financial advisors that combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing — all in one streamlined solution. Financial advisors across the U.S. have partnered with Altruist to reduce costs, save time, grow their business, and provide better outcomes for their clients. Our mission is to make financial advice better, more affordable, and accessible to everyone — but we can’t do it alone. We’re seeking exceptional talent to join our team. That’s where you come in!
If you’re passionate about challenging the status quo and making a meaningful impact in the financial advice industry, we’d love to meet you!
But first, our values
Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.
Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.
Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.
The opportunity
Altruist is entering an exciting phase, and we're looking for a Senior Resolution Services Analyst to join our quickly scaling team! As a Senior Analyst, you’ll play a crucial role in strengthening advisor relationships, eliminating friction points, and influencing how we scale our service model. You’ll collaborate closely with teams across the organization—including Operations, Product, Sales, and Onboarding—to deliver results that matter.
Your impact
- Take ownership of complex, high-visibility cases and ensure efficient, empathetic resolutions by partnering across departments.
- Identify and recommend improvements to internal processes that enhance operational efficiency and reduce service bottlenecks.
- Surface automation opportunities and champion tools that reduce manual lift and empower advisors with self-service options.
- Perform post-issue analysis to identify trends and recommend preventive measures that minimize repeat issues.
- Act as a conduit between teams to improve clarity, consistency, and responsiveness across all service touchpoints.
- Contribute to product prioritization by preparing data-backed ROI proposals that highlight advisor needs and operational impact.
- Provide a high-quality, thoughtful support experience that drives advisor satisfaction, retention, and loyalty.
- Work alongside Sales and Onboarding to proactively identify and remove operational barriers to new business wins.
- Communicate the error resolution process with advisors and our CS partners
What you bring
- Experience - 3-5 years of experience within the financial services, RIA, or other FinTech environments.
- Proven ability to manage operational issues with urgency, clarity, and professionalism.
- Education - Ideally seeking a bachelor's degree in Finance, Accounting, Economics, Business Administration, or another related field.
- Securities Licenses - you studied hard and we're excited to carry your FINRA Series 7 and 63 licenses (required)
- Technical aptitude - You’re technologically savvy and can easily get up to speed with platforms such as SalesForce, Jira, and internal ticketing or knowledge systems.
- Ownership - The pride you put into every aspect of your work is unparalleled and undeniable
- Superb communication - Intentional dialogue is a superpower. You listen as well as you share your perspective with others.
- Resilience - We’re inspired by your unwavering determination to achieve success, no matter the adversity you face along the way.
- Assurance - Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives.
- Creative problem solving - Identifying the problem is simply not enough. You’re instinctually creative with your approach in finding solutions to roadblocks.
- Bonus points if you bring
- FINRA Series 9/10 or 24 licenses (preferred), or a willingness to obtain after 6 months in the role.
What we bring
Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.
- A hybrid work schedule for most positions to promote strong, in-person collaboration and a healthy work-life-balance.
- Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.
- Competitive pay, as well as equity for eligible positions
- Premium healthcare, dental, and vision insurance plans
- 401k savings plan with matching contributions and immediate vesting
- Generous paid parental leave
- Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee
- Physical and emotional wellness programs that nurture both your mind and body
- Company perks program (includes discounts on pet insurance, fitness, cell phone plans, entertainment and travel, etc.)
- Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.)
Total compensation includes a competitive benefits package along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.
Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.