Assistant General Counsel

<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>The opportunity</strong></span></span></p> <p>We are looking for an Assistant General Counsel to join our Legal and Compliance team. This role is a key partner to our Product, Engineering, and Commercial teams as we design, build, and scale investment and brokerage products for independent advisors and their clients. You will help shape how new products are structured, documented, and brought to market. You will also be a primary point of contact for commercial negotiations that support those products. This role is ideal for a lawyer who enjoys translating complex regulations into practical guidance, working closely with builders, and operating in a collaborative, low-ego environment.</p> <p>This is a hybrid role based in Los Angeles (Culver City) or the San Francisco Bay Area, with an expectation of being in the office at least three days per week.</p> <p><span style="text-decoration: underline;"><strong>Your impact</strong></span></p> <ul> <li>Advise Product and Engineering on the design and launch of new investment and brokerage features, balancing innovation with regulatory obligations and operational realities</li> <li>Structure and document new products and programs, including advisor-facing tools, custodial features, trading and investment products, and related terms, disclosures, and policies</li> <li>Draft, review, and negotiate commercial agreements that support the platform, including: SaaS, data, and technology licenses; Brokerage, distribution, and partnership agreements; NDAs, MSAs, and statements of work</li> <li>Develop and maintain templates, playbooks, and fallback positions to help the business move quickly while managing legal and regulatory risk</li> <li>Partner closely with Compliance to ensure product designs and commercial arrangements align with SEC, FINRA, and other applicable rules and guidance</li> <li>Support regulatory interactions, including exams, inquiries, and informal outreach, by preparing responses, reviewing communications, and ensuring we can clearly explain and defend our legal positions</li> <li>Provide day-to-day counseling to cross-functional partners (Product, Engineering, Operations, GTM, Finance) on contract, regulatory, and risk questions</li> <li>Contribute to team culture and process improvements as Legal scales alongside the business</li> </ul> <p><span sty ... (truncated, view full listing at source)