Transfers of Assets Analyst

Altruist•Dallas, TX

8d•Hybrid

About The Position

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! The opportunity Altruist is in the midst of an exceptional growth phase and we’re excited to hire a Transfers of Assets Analyst to join our growing Operations Team. As a Transfer of Assets Analyst, you’ll play a hands-on role in helping client assets move onto the Altruist platform accurately and efficiently. You’ll review incoming and outgoing requests, submit transfers, resolve exceptions, and partner with internal teams and external firms to keep transfers moving and improve the client experience. Your work has a direct impact on whether client accounts are funded and ready to trade, since delays in transfer processing can affect service levels and revenue generation. You’ll also join a team environment where collaboration and culture matter, which makes the role especially exciting for someone who wants to do challenging work alongside people who support one another. Please note: This is a hybrid role based out of our Dallas, TX office. You’ll be expected to work on-site Tuesday-Thursday.

Requirements

1 year of experience working as an Analyst at a Financial Services company
An understanding of AML and risk mitigation rules
Ideally looking for a B.A. / B.S. degree in relevant fields such as Finance or Business, but not required
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.

Nice To Haves

Prior experience with ACATs/Non-ACATs
Series 7 License

Responsibilities

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
Research and resolve transfer exceptions by reviewing reject reasons and memos, resubmitting eligible requests, and coordinating outreach when advisor action is needed.

Benefits

Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX.
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.