Relationship Manager
AltruistRIA Custodian/Platform company
Dallas, United States$90,000 - $130,000 USDSenior
Salesforce Ventures
GIC
Geodesic Capital
Baillie Gifford
Carson Family Office
ICONIQ Growth
Sales & Account Management
About the role
TL;DR
Own growth, adoption, and retention for RIA firms on Altruist's custodial platform.
Required skills
SalesforceSlackSalesAccount ManagementBusiness DevelopmentCustomer SuccessCommunicationStakeholder Management
Nice-to-have skills
Product Management
Domain expertise
fintechconsulting
Benefits & perks
Hybrid work schedule, Office spaces, Competitive pay, Equity, Premium healthcare, dental, and vision insurance, 401k savings plan with a 4% match, 16 week paid parental leave, Professional growth and development opportunities, Company perks program, Financial guidance program, One month work from anywhere policy
Tech stack
SalesforceSlack