Advisor Support Manager
Core
Manage day-to-day service relationships and operational support for Altruist's largest and most strategic Registered Investment Advisor (RIA) firms.
Role type
Senior client-facing service relationship manager
Builds
Trusted service relationships and operational workflows for wealth management firms using Altruist's AI platform
Domain
Wealth management / Financial services / AI platform
Deliverable
client delivery
Required skills
Strategic account management, cross-functional influence, complex issue resolution, stakeholder alignment, product gap identification, voice of customer synthesis, difficult conversation management, business acumen for RIAs
Preferred skills
Emotional intelligence, proactive problem anticipation, documentation and process improvement
Technologies
Altruist AI platform
Responsibilities
Serve as the central point of contact for assigned strategic RIA firms; align cross-functional partners to resolve complex multi-team issues; synthesize advisor feedback to identify product and process gaps; communicate clearly with firm leadership and operations teams.
Seniority
Senior, hands-on IC
