Altruist

Relationship Manager

Los Angeles, CA · Senior

Sponsorship not specified$25k-$40kDetected 83 days ago

Product ManagementProduct StrategySalesforceCRMAccount ManagementBusiness DevelopmentAccountingCadenceLeadershipCollaborationOrganizational Skills

About the role

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.

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.
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.
Maintain accurate and complete records of engagements, opportunities, account plans, and forecasts in Salesforce to ensure clear visibility and predictability for leadership.

5+ years of experience in:
Demonstrated expertise across the RIA industry, including:
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.
Ability to quickly understand complex product features and workflows and connect them to tangible business outcomes for advisor firms and their clients.
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.
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
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 v erbal, written, and presentation skills

Consistently meet or exceed quarterly and annual growth, adoption, and retention targets for your book of business.

This listing is sourced directly from Altruist's careers page and normalized into a canonical job model.