Alternative Investments Operations Lead
AltruistDallas, TXPosted 24 February 2026
Job Description
<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; font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="text-decoration: underline;"><strong>About the position</strong></span></span></p>
<p>Altruist is building a full-scale alternative investments custody and processing platform to support private funds, interval funds, non-traded REITs, BDCs, and other complex asset classes. We are hiring an Alternative Investments Operations Lead to help build, execute, and scale the operational foundation that supports these products end-to-end. This is a hands-on leadership role focused on day-to-day execution, operational excellence, and process ownership across the alternative investments lifecycle. The role will partner closely with Operations management and cross-functional stakeholders to support fund onboarding, workflow implementation, vendor coordination, and go-live readiness, while helping ensure controls and processes are operating as designed. </p>
<p>As a key operational lead for alternatives, you will take ownership of critical workflows, contribute to operational design decisions, and serve as a subject-matter resource for the team, with opportunities to grow into broader ownership and people leadership over time. You will work closely with Compliance, Legal, Product, Engineering, the Trade Desk, and external vendors (including SSC, Monark, fund administrators, and transfer agents) to support the day-to-day operation of Altruist’s alternatives platform, helping ensure processes and controls meet institutional standards while remaining advisor-friendly and scalable.</p>
<p>If you enjoy building complex operational systems from first principles, thrive in regulated environments, and want to play a meaningful role in shaping one of the most operationally and reputationally sensitive capabilities at a modern custodian, this role offers significant scope for impact, learning, and growth.</p>
<p><span style="text-decoration: underline;"><strong>Your impact</strong></span></p>
<p>In addition to leading day-to-day alternative investments operations, this role will be a key contributor to building and evolving the alternatives platform. The Alternative Investments Operations Lead will work closely with Product and Engineering throughout design, testing, and launch phases to help ensure operational workflows, control considerations, and vendor constraints are reflected from the outset.</p>
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