Altruist · 4 hours ago
Manager of Trading
Dallas, TX
Full-time
Hybrid
Mid, Senior Level
3+ years expAltruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. The role is designed for an experienced trader to support trading activity across asset classes while collaborating with financial advisors and ensuring regulatory compliance.
Asset ManagementFinancial ServicesFinTech
Responsibilities
Execute and support trades across equities, ETFs, listed options, fixed income securities, structured products, and mutual funds on behalf of RIAs and their clients
Provide advisor-facing support for order entry, trade workflows, allocations, settlements, and product-specific considerations across asset classes
Assist RIAs with ETF and equity execution, including liquidity considerations, order types, and execution timing
Support options trading, including single-leg and multi-leg strategies, margin impact, and execution mechanics
Execute and provide baseline support on fixed income trades, including Treasuries, agencies, corporates, municipals, CDs, and structured products such as structured notes and market-linked CDs
Coordinate structured product and mutual fund transactions, including subscriptions, redemptions, and operational workflows
Serve as a knowledgeable resource to advisors on cross-asset tradeoffs, portfolio implementation considerations, and product mechanics
Partner with Operations, Compliance, Advisor Support, and Product teams to ensure accurate trade processing, regulatory compliance, and continuous workflow improvement
Monitor market conditions across asset classes to proactively identify risks, execution considerations, and advisor support needs
Contribute to improving internal trading processes, tools, and service models as Altruist’s platform scales
Qualification
Required
FINRA Series 7 and Series 63 required; Series 4 and/or 24 is a strong plus (or willingness to obtain)
Additional licenses, such as the Series 57 (which must be obtained within 90 days of hire) and the Series 52/53 (required depending on primary job function)
3–7 years of experience supporting or executing trades across multiple asset classes in a broker-dealer, custodian, or RIA service environment
Working knowledge of equities, ETFs, options, fixed income, structured products, and mutual funds, including differing market structures and settlement processes
Experience handling margin accounts and understanding margin requirements across asset classes
Strong attention to detail and ability to manage multiple workflows simultaneously in a fast-paced environment
Excellent communication skills with a demonstrated ability to support RIAs and explain complex concepts clearly
Comfort working cross-functionally and adapting to evolving products and processes
Bachelor's degree in Finance, Economics, Business, or a related field
Preferred
Experience supporting RIAs through a custodial or advisor service platform
Familiarity with trading and market data platforms such as Bloomberg, Tradeweb, or similar systems
Exposure to structured product platforms and alternative investment workflows
Understanding of regulatory and supervisory considerations across multiple asset classes
Benefits
A hybrid work schedule for most positions to promote strong, in-person collaboration.
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 and equity for eligible positions.
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.
Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).
Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
One month work from anywhere policy (with the exception of a few countries).
Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles.
Company
Altruist
Altruist is a modern custodian that offers a digital investment platform for financial advisors to manage their clients' investments.
51-200 employees
Funding
Current Stage
Late StageTotal Funding
$601.5MKey Investors
GICICONIQ GrowthInsight Partners
2025-04-22Series F· $152M
2024-05-02Series E· $169M
2023-04-10Series D· $112M
Leadership Team
Jason Wenk
Founder / CEO
Marc Greenberg
Chief Financial Officer
Recent News
2026-01-11
thesaasnews.com
2025-12-22
Company data provided by crunchbase