Partnerships Lead, Altruist

$124-170k

+ Equity

Senior and Expert level
Los Angeles
Altruist

All-in-one platform for financial advisors and their clients

Job no longer available

Altruist

All-in-one platform for financial advisors and their clients

501-1000 employees

FintechB2BInvestingFinancial ServicesSaaS

Job no longer available

$124-170k

+ Equity

Senior and Expert level
Los Angeles

501-1000 employees

FintechB2BInvestingFinancial ServicesSaaS

Company mission

To make financial advice better, more affordable, and more accessible.

Role

Who you are

  • 5 or more years of experience in a management consulting, business operations, or strategy role for a B2B financial services or fintech organization
  • Track record of obtaining buy-in from senior stakeholders regarding and launching successful go-to-market partnerships
  • Exceptional problem solving and analytical skills
  • Strong communication skills (written and verbal)
  • Thorough understanding of the financial services industry landscape and emerging industry trends
  • Commitment to high standards, data-driven decision-making, continuous improvement, and teamwork

What the job involves

  • Altruist is entering an exciting phase, and we're looking for a Head of Partnerships to join our Client Development team!
  • Build and maintain strategic partnerships to generate qualified pipeline and help persuade advisors to adopt Altruist
  • Design, implement, and continuously improve on process to capture, qualify, and engage with ecosystem qualified leads
  • Work with internal stakeholders (e.g., Product, Marketing) to set priorities and ensure follow through on key decisions
  • Prepare weekly, monthly, and quarterly updates to inform internal and external stakeholders on KPIs, priorities, highlights, challenges, and adjustments
  • Attend industry and partner events and represent Altruist
  • Lead special projects as needed

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Insights

Top investors

Few candidates hear
back within 2 weeks

67% employee growth in 12 months

Company

Company benefits

  • Be rewarded for doing great work: competitive compensation and equity for all team members
  • Health, dental, and vision coverage, available on your first day
  • Set future you up for success with 4% 401(k) matching
  • Flexible time off and work hours to meet your needs
  • Modern parental paid leave from day one, including 16-week adoptive, birth or foster paid leave, and 4-week child loss or miscarriage paid leave

Funding (last 2 of 5 rounds)

May 2024

$169m

SERIES E

Apr 2023

$112m

SERIES D

Total funding: $449.5m

Our take

Altruist has created a cloud-based digital investing platform for independent financial advisors (IFAs). In the past, it’s been common for financial advisors selling products on a commission basis to have access to advanced digital systems, but not those working entirely independently.

Altruist brings an all-in-one platform to all IFAs, removing the need to use multiple programs to manage client accounts whilst bringing high quality assets to all investors, regardless of portfolio size.

Advisors can save time, compress costs and ultimately do more for their clients. Altruist operates a pricing model that scales up with the number of required accounts, unlike some competitor products such as Adviser and Intelliflo which charge a flat monthly subscription fee. Off the back of impressive funding, the company is set to expand its service offerings and support a wider range of RIAs as it becomes a truly comprehensive advising solution.

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Freddie

Company Specialist at Welcome to the Jungle