Partnerships Lead, Altruist
$136-192k
+ Equity
All-in-one platform for financial advisors and their clients
Open for applications
All-in-one platform for financial advisors and their clients
501-1000 employees
Open for applications
$136-192k
+ Equity
501-1000 employees
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
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.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 5 rounds)
May 2024
$169m
SERIES E
Apr 2023
$112m
SERIES D
Total funding: $449.5m
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
Company values
- First and foremost we believe in treating everyone with kindness, respect, and equality
- Brilliance at Altruist means constantly striving to better your craft with a growth mindset, always learning
- Lastly, we have grit—a bias toward action and an insatiable appetite for getting things done to bring us closer to delivering on our mission
Company HQ
McManus, Culver City, CA
Articles
Leadership
Jason Wenk
(CEO)Started their career as a Morgan Stanley System Analyst before co-founding Retirement Wealth as CEO in 2005. They also founded FormulaFolios in September 2011, before combining this financial and entrepreneurial experience to found Altruist in September 2018.
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