Advisor Support Manager

• →Serve as the firm’s central day-to-day partner for ongoing support and operational needs across an assigned group of strategic RIA firms.
• →Develop a deep understanding of each firm’s business, workflows, goals, challenges, key people, and use of Altruist.
• →Guide firms in how they work with and leverage Altruist as their businesses evolve—not only when something goes wrong.
• →Build trusted relationships with advisors, operations teams, and firm leadership.
• →Lead meaningful conversations that look beyond the immediate request and connect back to the firm’s broader goals.
• →Partner with Sales and Relationship Management when conversations become commercial or expansion-oriented.

• Be the trusted owner for both the firm and internal teams when complex issues span multiple teams, systems, priorities, or points of view.
• Understand the business impact behind the issue and prioritize accordingly.
• Create clarity around the problem, desired outcome, ownership, tradeoffs, decisions, and next steps.
• Align partners across Support, Operations, Product, Engineering, Onboarding, Sales, and other teams.
• Drive progress through influence, even when you do not have direct authority or own the underlying work.
• Keep the firm informed and manage its experience through resolution.
• Follow through until there is a clear and responsible conclusion.

• Communicate clearly and simply across phone, email, video, and in-person conversations.
• Lead meetings with confidence, preparation, presence, and a clear point of view.
• Understand the outcome the firm is ultimately trying to achieve, not just what it is asking for.
• Use emotional intelligence and relationship judgment to deliver both positive and difficult messages while maintaining trust.
• Position Altruist’s capabilities, limitations, and available options effectively for operational, technical, and executive audiences.
• Know when to push internally on a meaningful gap and when to help the firm reach its goal through another path.
• Make complex topics easy to understand and leave every audience with clear expectations and next steps.

• Anticipate needs, risks, and follow-up questions before they become larger problems.
• Stay close to changes in the firm’s business, workflows, staffing, asset growth, and use of Altruist.
• Proactively surface issues that could affect advisor trust, asset growth, or retention.
• Identify opportunities to improve how firms operate and use Altruist as they grow.
• Bring thoughtful recommendations, not just updates.
• Maintain strong documentation so firm context, risks, commitments, and decisions are visible across Altruist.

• Recognize when an advisor issue points to a broader product, process, or workflow gap.
• Define the underlying problem, business impact, desired outcome, and who else may be affected.
• Translate advisor needs into clear business context for Product, Operations, Engineering, and other internal teams.
• Help determine the best available path when the ideal product solution does not yet exist.
• Align cross-functional partners around tradeoffs, ownership, decisions, next steps, and advisor communication.
• Navigate competing priorities and points of view while keeping the work moving.
• Balance strong advisor advocacy with solutions that are realistic and scalable for Altruist.

• Listen for patterns across support issues, product friction, operational needs, and firm workflows.
• Synthesize what you’re hearing across your portfolio rather than only surfacing individual requests.
• Maintain a prioritized view of the themes, risks, and opportunities that matter most.
• Help internal teams understand what deserves attention, why it matters, and what outcome firms are trying to achieve.
• Connect individual feedback to broader impacts on trust, retention, growth, and scalability.
• Bring internal teams a clear recommendation or point of view, not just a collection of feedback.

What you'll bring

• 5+ years of experience in financial services, fintech, wealth management, customer success, relationship management, or a similar client-facing role.
• Strong understanding of RIAs and how advisory firms operate.
• Proven experience building and retaining complex or high-value client relationships.
• Excellent written and verbal communication skills.
• Strong presentation and meeting facilitation skills.
• Demonstrated ownership, judgment, and follow-through.
• Strong problem-solving and escalation management skills.
• Strong emotional intelligence, executive presence, and relationship judgment.
• Ability to adapt your communication and positioning for operational, technical, and executive audiences.
• Proven ability to influence cross-functional partners and drive progress without direct authority.
• Ability to synthesize input across a portfolio and maintain a prioritized point of view.
• Experience working cross-functionally to solve complex client or product-related problems.
• Ability to turn ambiguous problems into clear recommendations and next steps.
• Strong time management and prioritization skills.
• Comfortable working with tools such as Salesforce, Jira, and internal knowledge systems.
• FINRA Series 7 and 63 licenses required.
• FINRA Series 24 license preferred.