The Advisor Support Manager (ASM) is a high-impact, client-facing role responsible for owning the day-to-day service relationship with some of Altruist’s largest and most strategic RIA firms.
The ASM is the firm’s central point of contact for day-to-day support and operational needs, while Sales and Relationship Management own the commercial relationship. You’ll develop a deep understanding of how each firm operates so you can guide them in how they work with and get the most out of Altruist, not just step in when something becomes complex or escalated.
You’ll build trusted relationships across the firm, from operations teams to executive leadership. Doing this well requires strong judgment, presence, and emotional intelligence. You’ll deliver both positive and difficult messages, thoughtfully position Altruist’s capabilities and limitations, and know when to advocate internally for a gap versus helping the firm reach its goal another way.
When complex issues span multiple teams or competing priorities, you’ll create clarity, align the right people, and drive a path toward resolution. You may not own every piece of the underlying work, but you’ll own making sure the issue moves forward and the firm’s experience is managed along the way.
Your proximity to the firm also gives you an important view into what Altruist can do better. You’ll identify patterns across your portfolio, prioritize the most important themes, and translate what you’re hearing into meaningful insight for Product, Operations, Sales, and other internal teams.
The ASM plays a critical role in advisor trust, retention, and growth. We’re looking for people who want to become exceptional at this craft, people who are curious, thoughtful, calm under pressure, and motivated to help build a best-in-class service relationship function.
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You want to become one of the best service relationship managers in the industry.
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You build trust quickly and use strong judgment to navigate different people, priorities, and situations.
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You can zoom out to understand the broader goal and zoom back in to drive the details needed to bring it to life.
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You take ownership naturally and don’t wait for someone else to create the path forward.
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You enjoy bringing clarity to complex, unclear situations.
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You’re curious about how products, processes, and advisory businesses actually work.
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You can confidently engage both an operations associate and the leader of a billion-dollar RIA.
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You can deliver difficult messages directly without losing trust.
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You can turn what you hear across several firms into a clear, prioritized point of view.
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You’re coachable, self-aware, and always looking for ways to get better.
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You want your work to directly impact advisor trust, retention, and growth.
This is a hybrid role requiring three days per week in the office.