Altruist operates a vertically integrated platform combining self‑clearing brokerage, custody, and advisory software for RIAs, offering account opening, trading (fractional/fixed‑income), model management, rebalancing, reporting, billing, and client mobile apps.
<div class="content-intro"><p><span style="text-decoration: underline;"><strong>About Altruist</strong></span></p> <p>Altruist 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.</p> <p>We'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!</p> <p><span style="text-decoration: underline;"><strong>But first, our values</strong></span></p> <p style="padding-left: 40px;"><strong>Kindness</strong> - Kindness doesn’t <em>just</em> equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.<br><br><strong>Brilliance</strong> - 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.<br><br><strong>Grit</strong> - 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.</p></div><p><span style="font-weight: 400;"><span style="text-decoration: underline;"><strong>About Hazel</strong></span></span></p> <p>Hazel is building the AI engine for wealth management that helps unlock 10x growth, efficiency and value for financial advisors and their clients in a regulated industry. Since its launch last September, Hazel has organically and rapidly grown its user base.</p> <p>Hazel is a part of Altruist’s broader mission to make financial advice better, more affordable, and accessible to all.</p> <p><strong>This role is hybrid, with four in-office days per week at our San Francisco FiDi location.</strong></p> <p><span style="font-weight: 400;"><span style="text-decoration: underline;"><strong>The opportunity</strong></span></span></p> <p class="wnfdntt _1ibi0s3f5 _1ibi0s3ce _1ibi0s3ea" data-pm-slice="1 1 []">We’re hiring an Implementation Manager to own the technical onboarding experience for Hazel customers across SMB and mid-market wealth management firms.</p> <p class="wnfdntt _1ibi0s3f5 _1ibi0s3ce _1ibi0s3ea" data-pm-slice="1 1 []">This is an individual-contributor role for someone who can operate at the intersection of implementation, systems integration, data migration, and client enablement. You’ll serve as the primary technical point of contact during onboarding, helping firms connect their systems, establish clean source-of-truth data, and get operational quickly with Hazel.</p> <p><span style="text-decoration: underline;"><strong>Your impact</strong></span></p> <ul> <li class="wnfdntt _1ibi0s3f5 _1ibi0s3ce _1ibi0s3ea">Serve as the primary technical point of contact during firm onboarding, partnering with VP of IT or other technical stakeholders for mid-market firms and acting as the technical resource directly for SMB firms without internal IT staff.</li> <li class="wnfdntt _1ibi0s3f5 _1ibi0s3ce _1ibi0s3ea">Own integration setup across key systems, including CRM platforms such as Wealthbox and Salesforce, custodial data providers such as Orion and Black Diamond, and file storage tools including Box, SharePoint, OneDrive, and Dropbox.</li> <li class="wnfdntt _1ibi0s3f5 _1ibi0s3ce _1ibi0s3ea">Configure bidirectional CRM data syncs and ensure the right fields are mapped into Hazel’s data layer.</li> <li class="wnfdntt _1ibi0s3f5 _1ibi0s3ce _1ibi0s3ea">Lead data migration efforts, including pulling client data from financial planning tools such as RightCapital and eMoney, managing bulk document uploads, and reconciling multiple data sources into clean source-of-truth records.</li> <li class="wnfdntt _1ibi0s3f5 _1ibi0s3ce _1ibi0s3ea">Orchestrate firm-wide, IT-led deployments for mid-market RIAs rather than managing advisor-by-advisor rollouts.</li> <li class="wnfdntt _1ibi0s3f5 _1ibi0s3ce _1ibi0s3ea">Act as the deployed engineer for SMB firms by connecting systems, configuring data flows, and getting firms operational without relying on internal technical staff.</li> <li class="wnfdntt _1ibi0s3f5 _1ibi0s3ce _1ibi0s3ea">Train advisors and operations teams on Hazel workflows, templates, assumptions settings, and day-to-day platform usage.</li> <li class="wnfdntt _1ibi0s3f5 _1ibi0s3ce _1ibi0s3ea">Support sales by building polished live demo environments with realistic household data and production-like setups.</li> <li class="wnfdntt _1ibi0s3f5 _1ibi0s3ce _1ibi0s3ea">Surface implementation friction points back to Product and Documentation to improve onboarding speed, quality, and repeatability over time.</li> </ul> <p><span style="text-decoration: underline;"><strong>What you bring</strong></span></p> <ul> <li class="wnfdntt _1ibi0s3f5 _1ibi0s3ce _1ibi0s3ea">3–6 years of experience in implementation, solutions engineering, technical account management, or a closely related role.</li> <li class="wnfdntt _1ibi0s3f5 _1ibi0s3ce _1ibi0s3ea">Experience working at a fintech or SaaS company with integration-heavy deployments.</li> <li class="wnfdntt _1ibi0s3f5 _1ibi0s3ce _1ibi0s3ea">Hands-on experience connecting APIs, CRMs, and data pipelines, with comfort working in integration layers without needing to be a full-stack engineer.</li> <li class="wnfdntt _1ibi0s3f5 _1ibi0s3ce _1ibi0s3ea">Strong project management and operational rigor, especially in environments where data quality and implementation consistency matter.</li> <li class="wnfdntt _1ibi0s3f5 _1ibi0s3ce _1ibi0s3ea">Ability to work effectively with non-technical users, including adv