Job details

Transfer Analyst

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 in the midst of an exceptional growth phase and we’re excited to hire an Asset Transfer Analyst to join our growing Operations team. As an Asset Transfer Analyst you will be a part of a team that processes incoming and outgoing ACAT and Non-ACAT transfers. The team’s goal is to provide a seamless asset transfer process for our clients and find opportunities to innovate processes to create an amazing client experience.

Your impact

Review documentation to confirm if it's in good order
Submit electronic and manual transfer requests and follow to completion
Contact contra firms to resolve any blocks on completing client requests
Assist with daily reporting
Identify areas for innovation and process improvements
Build relationships internally and externally to improve the client experience

What You Bring

Experience -1+ years of experience working at a B2B financial services, fintech, or SaaS organization
- Prior experience with ACATs/Non-ACATs (Preferred but not required)
- 1+ years in financial services operations
- An understanding of AML and risk mitigation rules
- Strong problem-solving, organizational, and analytical skills
- Ability to work independently in a hybrid environment
Securities licenses - You studied hard and we’re excited to carry your series 7 and 63 licenses
Technical aptitude - You’re technologically savvy and can easily get up to speed on modern tech stacks
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

Dallas, TX salary range

$59,000—$86,000 USD

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.

Average salary estimate

$72500 / YEARLY (est.)

min

max

$59000K

$86000K

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