{"schemaVersion":"jobsearcher.job.v1","id":"09e1c19ad659ad629f8d60dc","url":"https://jobsearcher.com/jobs/09e1c19ad659ad629f8d60dc","canonicalUrl":"https://jobsearcher.com/jobs/09e1c19ad659ad629f8d60dc","title":"Relationship Manager","description":"About Altruist\nAltruist 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.\nWe'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!\nBut first, our values\nKindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.\n\nBrilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.\n\nGrit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.\nThe opportunity\nAs a Relationship Manager at Altruist, you’ll own growth, adoption, and retention for a portfolio of high‑value RIA firms on our custodial platform.\nYou are the primary point of contact and strategic partner for firm leadership and key stakeholders helping them grow, compete, and succeed by fully leveraging Altruist across their books of business. 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.\nYou’ll combine deep RIA industry knowledge, consultative relationship skills, and disciplined account management to drive net new assets, expand share of wallet, and move Altruist up the buy/sell hierarchy within each firm. This role is ideal for someone who loves building long‑term, high‑trust relationships while being directly accountable for ambitious growth and retention targets.\nYour impact\nStrategic relationship leadership\nServe as the primary relationship owner for a portfolio of advisor firms, including complex, multi‑stakeholder “top tier” relationships.\nDevelop 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.\nPosition 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.\nGrowth, adoption, and retention\nConsistently meet or exceed quarterly and annual growth, adoption, and retention targets for your book of business.\nDrive net new assets, increased household penetration, and expanded usage of key Altruist capabilities ( Model Marketplace, Direct Indexing, HYC, Tax Loss Harvesting, ALTS, Margin)\nIdentify at‑risk relationships early, create clear recovery plans, and execute them with urgency and discipline.\nAdvisor practice consulting & business reviews\nConduct structured business reviews with firm leadership that connect Altruist’s platform and services to firm‑level KPIs (growth, efficiency, profitability, client experience, risk).\nProvide practice management and operational insights drawing on your knowledge of RIA technology, operations, fee structures, and competition to help firms modernize and scale.\nCross‑functional orchestration & advocacy\nCoordinate closely with Sales, Service and Product to proactively anticipate client needs and resolve issues as they arise.\nBring the “best of Altruist” to your firms by aligning the right internal experts and programs to each opportunity or challenge.\nSystematically capture advisor feedback and surface insights that shape product roadmap, marketing campaigns, relationship management plays, and go‑to‑market strategy.\nEvents, education, and thought leadership\nPartner with Marketing and Sales to organize and participate in client events, workshops, and webinars (virtual and in‑person) that deepen relationships, drive product adoption, and position Altruist as a thought partner.\nOperational excellence & discipline\nMaintain accurate and complete records of engagements, opportunities, account plans, and forecasts in Salesforce to ensure clear visibility and predictability for leadership.\nRun a disciplined operating cadence for your book (QBRs, pipeline reviews, adoption reviews, executive check‑ins) and continuously refine it based on impact.\nDemonstrate coachability and a growth mindset by actively seeking, absorbing, and applying feedback from revenue and relationship management leadership.\nTravel as needed to meet with key firms, attend events, and deepen strategic relationships (estimated up to ~25–40%, depending on territory needs).\nWhat you bring\n5+ years of experience in:\nRelationship management or sales at a B2B financial services, custodial, or advisor‑focused fintech organization, or\nAs an independent financial advisor or RIA home‑office leader, or\nConsulting in financial services at a top‑tier management consulting firm with a focus on wealth/RIA.\nDemonstrated expertise across the RIA industry, including:\nCore technology (custodial platforms, CRM, portfolio accounting, planning, client portals),\nSales and business development dynamics,\nOperations and practice management,\nCompliance, competition, and fee structures.\nActive FINRA Series 7 and 63 licenses\nProficiency with Google Workspace, Salesforce, Slack, and other modern sales/CS tools.\nProven track record of exceeding growth, retention, and relationship KPIs in a fast‑paced, high‑growth environment.\nStrong 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.\nExceptional verbal, written, and presentation skills; able to translate complex concepts into clear, actionable narratives for advisors, executives, and internal teams.\nAbility to quickly understand complex product features and workflows and connect them to tangible business outcomes for advisor firms and their clients.\nHigh standards for execution, with a bias toward data‑driven decision‑making, continuous improvement, and team collaboration.\nStrong organizational skills with the ability to manage a large, diverse book of business, prioritize effectively, and maintain a disciplined rhythm of business.\nBonus points\nPrior experience at a custodial platform, RIA aggregator, TAMP, or advisor‑focused fintech provider.\nExperience designing or executing advisor practice management initiatives (e.g., segmentation, service model design, pricing strategy, operational diagnostics).\nDallas, TX salary range\n$90,000 - $130,000 USD\nWhat we bring\nAttracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.\nStunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.\nCompetitive pay and equity for eligible positions.\nPremium healthcare, dental, and vision insurance plans (HMO and PPO).\n401k savings plan with a 4% match and immediate vesting.\n16 week paid parental leave after one year of employment.\nProfessional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.\nCompany perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).\nFinancial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).\nOne month work from anywhere policy (with the exception of a few countries).\nTotal compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.\nDon’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.","company":"Altruis","rawCompany":"altruis","city":"Texas","state":"PA","isRemote":false,"isActive":false,"createdAt":"2026-08-06T14:01:16.778Z","occupations":[{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"},{"code":"11-3031.03","title":"Investment Fund Managers","slug":"investment-fund-managers"},{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"523991","title":"Trust, Fiduciary, and Custody Activities","slug":"trust-fiduciary-and-custody-activities"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Relationship Manager","description":"About Altruist\nAltruist 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.\nWe'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!\nBut first, our values\nKindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.\n\nBrilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.\n\nGrit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.\nThe opportunity\nAs a Relationship Manager at Altruist, you’ll own growth, adoption, and retention for a portfolio of high‑value RIA firms on our custodial platform.\nYou are the primary point of contact and strategic partner for firm leadership and key stakeholders helping them grow, compete, and succeed by fully leveraging Altruist across their books of business. 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.\nYou’ll combine deep RIA industry knowledge, consultative relationship skills, and disciplined account management to drive net new assets, expand share of wallet, and move Altruist up the buy/sell hierarchy within each firm. This role is ideal for someone who loves building long‑term, high‑trust relationships while being directly accountable for ambitious growth and retention targets.\nYour impact\nStrategic relationship leadership\nServe as the primary relationship owner for a portfolio of advisor firms, including complex, multi‑stakeholder “top tier” relationships.\nDevelop 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.\nPosition 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.\nGrowth, adoption, and retention\nConsistently meet or exceed quarterly and annual growth, adoption, and retention targets for your book of business.\nDrive net new assets, increased household penetration, and expanded usage of key Altruist capabilities ( Model Marketplace, Direct Indexing, HYC, Tax Loss Harvesting, ALTS, Margin)\nIdentify at‑risk relationships early, create clear recovery plans, and execute them with urgency and discipline.\nAdvisor practice consulting & business reviews\nConduct structured business reviews with firm leadership that connect Altruist’s platform and services to firm‑level KPIs (growth, efficiency, profitability, client experience, risk).\nProvide practice management and operational insights drawing on your knowledge of RIA technology, operations, fee structures, and competition to help firms modernize and scale.\nCross‑functional orchestration & advocacy\nCoordinate closely with Sales, Service and Product to proactively anticipate client needs and resolve issues as they arise.\nBring the “best of Altruist” to your firms by aligning the right internal experts and programs to each opportunity or challenge.\nSystematically capture advisor feedback and surface insights that shape product roadmap, marketing campaigns, relationship management plays, and go‑to‑market strategy.\nEvents, education, and thought leadership\nPartner with Marketing and Sales to organize and participate in client events, workshops, and webinars (virtual and in‑person) that deepen relationships, drive product adoption, and position Altruist as a thought partner.\nOperational excellence & discipline\nMaintain accurate and complete records of engagements, opportunities, account plans, and forecasts in Salesforce to ensure clear visibility and predictability for leadership.\nRun a disciplined operating cadence for your book (QBRs, pipeline reviews, adoption reviews, executive check‑ins) and continuously refine it based on impact.\nDemonstrate coachability and a growth mindset by actively seeking, absorbing, and applying feedback from revenue and relationship management leadership.\nTravel as needed to meet with key firms, attend events, and deepen strategic relationships (estimated up to ~25–40%, depending on territory needs).\nWhat you bring\n5+ years of experience in:\nRelationship management or sales at a B2B financial services, custodial, or advisor‑focused fintech organization, or\nAs an independent financial advisor or RIA home‑office leader, or\nConsulting in financial services at a top‑tier management consulting firm with a focus on wealth/RIA.\nDemonstrated expertise across the RIA industry, including:\nCore technology (custodial platforms, CRM, portfolio accounting, planning, client portals),\nSales and business development dynamics,\nOperations and practice management,\nCompliance, competition, and fee structures.\nActive FINRA Series 7 and 63 licenses\nProficiency with Google Workspace, Salesforce, Slack, and other modern sales/CS tools.\nProven track record of exceeding growth, retention, and relationship KPIs in a fast‑paced, high‑growth environment.\nStrong 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.\nExceptional verbal, written, and presentation skills; able to translate complex concepts into clear, actionable narratives for advisors, executives, and internal teams.\nAbility to quickly understand complex product features and workflows and connect them to tangible business outcomes for advisor firms and their clients.\nHigh standards for execution, with a bias toward data‑driven decision‑making, continuous improvement, and team collaboration.\nStrong organizational skills with the ability to manage a large, diverse book of business, prioritize effectively, and maintain a disciplined rhythm of business.\nBonus points\nPrior experience at a custodial platform, RIA aggregator, TAMP, or advisor‑focused fintech provider.\nExperience designing or executing advisor practice management initiatives (e.g., segmentation, service model design, pricing strategy, operational diagnostics).\nDallas, TX salary range\n$90,000 - $130,000 USD\nWhat we bring\nAttracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.\nStunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.\nCompetitive pay and equity for eligible positions.\nPremium healthcare, dental, and vision insurance plans (HMO and PPO).\n401k savings plan with a 4% match and immediate vesting.\n16 week paid parental leave after one year of employment.\nProfessional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.\nCompany perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).\nFinancial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).\nOne month work from anywhere policy (with the exception of a few countries).\nTotal compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.\nDon’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.","datePosted":"2026-08-06T14:01:16.778Z","dateModified":"2026-08-06T14:01:16.778Z","hiringOrganization":{"@type":"Organization","name":"Altruis","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Texas","addressRegion":"PA","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"09e1c19ad659ad629f8d60dc"},"url":"https://jobsearcher.com/jobs/09e1c19ad659ad629f8d60dc"}}