Relationship Manager

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.
• Systematically capture advisor feedback and surface insights that shape product roadmap, marketing campaigns, relationship management plays, and go‑to‑market strategy.

Events, education, and thought leadership

• Partner with Marketing and Sales to organize and participate in client events, workshops, and webinars (virtual and in‑person) that deepen relationships, drive product adoption, and position Altruist as a thought partner.

Operational excellence & discipline

• Maintain accurate and complete records of engagements, opportunities, account plans, and forecasts in Salesforce to ensure clear visibility and predictability for leadership.
• Run a disciplined operating cadence for your book (QBRs, pipeline reviews, adoption reviews, executive check‑ins) and continuously refine it based on impact.
• Demonstrate coachability and a growth mindset by actively seeking, absorbing, and applying feedback from revenue and relationship management leadership.
• Travel as needed to meet with key firms, attend events, and deepen strategic relationships (estimated up to ~25–40%, depending on territory needs).

What you bring

• 5+ years of experience in:
  • Relationship management or sales at a B2B financial services, custodial, or advisor‑focused fintech organization, or
  • As an independent financial advisor or RIA home‑office leader, or
  • Consulting in financial services at a top‑tier management consulting firm with a focus on wealth/RIA.
• Demonstrated expertise across the RIA industry, including:
  • Core technology (custodial platforms, CRM, portfolio accounting, planning, client portals),
  • Sales and business development dynamics,
  • Operations and practice management,
  • Compliance, competition, and fee structures.
• Active FINRA Series 7 and 63 licenses
• Proficiency with Google Workspace, Salesforce, Slack, and other modern sales/CS tools.
• Proven track record of exceeding growth, retention, and relationship KPIs in a fast‑paced, high‑growth environment.
• Strong consultative sales and relationship management skills, with the ability to influence senior‑level stakeholders, run complex multi‑threaded conversations, and lead executive‑level business reviews.
• Exceptional verbal, written, and presentation skills; able to translate complex concepts into clear, actionable narratives for advisors, executives, and internal teams.
• Ability to quickly understand complex product features and workflows and connect them to tangible business outcomes for advisor firms and their clients.
• High standards for execution, with a bias toward data‑driven decision‑making, continuous improvement, and team collaboration.
• Strong organizational skills with the ability to manage a large, diverse book of business, prioritize effectively, and maintain a disciplined rhythm of business.

Bonus points

• Prior experience at a custodial platform, RIA aggregator, TAMP, or advisor‑focused fintech provider.
• Experience designing or executing advisor practice management initiatives (e.g., segmentation, service model design, pricing strategy, operational diagnostics).

Dallas, TX salary range

$90,000—$130,000 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.
• 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 after one year of employment.
• 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. 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.