Brokerage Support Engineer, Altruist
$68-90k
+ Stock options
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
$68-90k
+ Stock options
501-1000 employees
Company mission
To make financial advice better, more affordable, and more accessible.
Role
Who you are
- 2+ years of prior experience working at a tech, fintech, banking, or broker-dealer
- Proven expertise in incident management, including prioritization, escalation, and resolution
- Excellent data analysis and problem-solving skills with the ability to work under pressure
- Detail-oriented with a strong ability to collaborate across teams to solve complex problems
- Quick learner with proficiency in adapting to new technologies, including tools like GraphQL for extracting necessary information
- Experience with Datadog, SQL, JavaScript frameworks, Snowflake, and AWS
- Ability to work Pacific hours from 11 am to 8 pm
- Excellent troubleshooting skills
- Hands-on experience working with Elastic, Salesforce, Tableau, Kibana, JIRA, Confluence, Retool, and Monitoring software
- Affinity for a fast-paced, early-stage environment
- Excellent verbal and written communication skills, skilled in documenting troubleshooting steps and creating knowledge base articles
What the job involves
- Altruist is entering an exciting phase, and we're looking for a Brokerage Support Engineer to join our Brokerage Support team
- Work closely with the Head of Brokerage Support, as well as product and business teams
- Manage and prioritize daily support tickets, working closely with CS, Compliance, and PDE teams to address issues efficiently
- Provide a second level of support for all brokerage-related production issues
- Act as the first point of contact for Client Success, Operations, and Compliance for any brokerage-related production issues that require further investigation
- Perform initial technical troubleshooting, routing tickets to relevant engineering teams that can’t be resolved within the brokerage support group
- Identify and resolve the root causes of issues, creating comprehensive documentation and escalating to Product Managers when required
- Analyze complex problems spanning multiple user personas and workflows
- Collect and analyze data to help the Product Team make informed roadmap decisions and suggest long-term solutions to mitigate recurring support issues
- Focus on analyzing Java and SQL queries
- Work on complex calculations to produce performance reporting in a consistent and accurate manner
- Partner with CS and Product Managers to expand the Altruist knowledge base, including writing help center articles and developing new training materials
- Act as the main point person for issues raised across multiple workstreams (Slack, Jira)
- Lead initiatives to reduce overall support ticket volume (e.g., working as intended tickets)
- Contribute content to our knowledge base to broaden its coverage
- Support PMs with training and launch materials (e.g., launch decks)
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
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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