About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients. We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all.

If you're passionate about challenging the status quo and want to do the most important work of your life, 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 As a Relationship Manager at Altruist, you’ll own growth, adoption, and retention for a portfolio of high‑value RIA firms on our custodial platform. You are the primary point of contact and strategic partner for firm leadership and key stakeholders helping them grow, compete, and succeed by fully leveraging Altruist across their books of business.

You will bring the “best of Altruist” to your firms by orchestrating cross‑functional resources and by proactively identifying opportunities to improve their efficiency, profitability, and client experience. You’ll combine deep RIA industry knowledge, consultative relationship skills, and disciplined account management to drive net new assets, expand share of wallet, and move Altruist up the buy/sell hierarchy within each firm. This role is ideal for someone who loves building long‑term, high‑trust relationships while being directly accountable for ambitious growth and retention targets.

Your impact Strategic relationship leadership Serve as the primary relationship owner for a portfolio of advisor firms, including complex, multi‑stakeholder “top tier” relationships. Develop a deep understanding of each firm’s strategy, economics, client segments, service model, and technology stack and how Altruist can help them grow, operate more efficiently, and elevate their client experience. Position Altruist as a strategic partner rather than a vendor by aligning on multi‑year plans, quantifying impact, and continuously expanding the breadth and depth of services used.

Growth, adoption, and retention Consistently meet or exceed quarterly and annual growth, adoption, and retention targets for your book of business. Drive net new assets, increased household penetration, and expanded usage of key Altruist capabilities ( Model Marketplace, Direct Indexing, HYC, Tax Loss Harvesting, ALTS, Margin) Identify at‑risk relationships early, create clear recovery plans, and execute them with urgency and discipline. Advisor practice consulting & business reviews Conduct structured business reviews with firm leadership that connect Altruist’s platform and services to firm‑level KPIs (growth, efficiency, profitability, client experience, risk).

Provide practice management and operational insights drawing on your knowledge of RIA technology, operations, fee structures, and competition to help firms modernize and scale. Cross‑functional orchestration & advocacy Coordinate closely with Sales, Service and Product to proactively anticipate client needs and resolve issues as they arise. Bring the “best of Altruist” to your firms by aligning the right internal experts and programs to each opportunity or challenge.