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="text-decoration: underline;"><strong>The opportunity</strong></span></p> <p>We recently launched <a href="http://hazel.ai">hazel.ai</a>, an AI assistant that has ~10x’d users in one month and are excited to hire an AI engineer to build the AI engine at the heart of the product. This engine will: </p> <ol> <li>connect to our users’ systems of record, </li> <li>parse, extract and store structured and unstructured information and </li> <li>deliver proactive insights that convert data into actionable outcomes (save time, taxes & fees).</li> </ol> <p><span style="text-decoration: underline;"><strong>Your impact</strong></span></p> <ul> <li>Customer focused - Demonstrate an eagerness to</li> <ul> <li>Deeply understand the industry, the opportunity and our users</li> <li>Interact with them and learn about their needs and frustrations</li> </ul> <li>Design and execution - Architect robust systems across data, model and product layers that bring our vision to life</li> <ul> <li>Build scalable data pipelines to store, sync and extract large amounts of information from unstructured and structured data</li> <li>Optimize our search and retrieval infrastructure to parse all relevant extracted information to produce grounded, accurate and low latency responses to user queries</li> <li>Collaborate with product managers and subject matter experts to build steerable AI systems</li> <li>Craft and maintain evaluation datasets, scoring modules and integrate them into our deployment pipeline to continuously monitor and improve the quality of our AI products </li> </ul> <li>Relentless - Proactively identify, unblock and mitigate risks that can minimize our chance of timely success</li> <li>Leadership - Act as a leader and steward of engineering best practices, mentoring other engineers towards maximizing impact</li> <li>Curiosity - Stay ahead of the curve with latest developments in machine learning, AI and how it can be leveraged to build industry leading products</li> </ul> <p><span style="text-decoration: underline;"><strong>What you bring</strong></span></p> <ul> <li><strong>Experience</strong> - 6+ years with some of them contributing towards building ML systems at scale, in a production setting. Have built and/or used</li> <ul> <li>ranking or recommender systems,</li> <li>generative AI products, or</li> <li>vector databases, search indices, or other data stores for search and retrieval use cases</li> </ul> <li><strong>Education</strong> - Bachelors/Master's degree in Computer Science, Machine Learning, Data Science, or a related field</li> <li><strong>Foundations</strong> - A deep understanding of data structures, algorithms, and sound software engineering principles</li> <li><strong>Technical aptitude</strong> - You</li> <ul> <li>have excellent problem solving skills, </li> <li>can break down a complex problem into simpler constituent parts</li> <li>know when to take a first principles approach and when not to reinvent the wheel</li> </ul> <li><strong>Intentional communication</strong> - intentional dialogue is a superpower. You listen as well as you share your perspective with others</li> <li><strong>Resilience</strong> - We’re inspired by your unwavering determination to achieve success, no matter the adversity you face along way</li> <li><strong>Bonus Points </strong>- Familiarity with statistical and mathematical underpinnings of machine learning and large language models</li> </ul><div class="content-pay-transparency"><div class="pay-input"><div class="title">San Francisco, CA salary range</div><div class="pay-range"><span>$200,000</span><span class="divider">—</span><span>$250,000 USD</span></div></div></div><div class="content-conclusion"><p><span style="text-decoration: underline;"><strong>What