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# Advisor Support Team Lead

- **Company:** Altruist Corp
- **Location:** Dallas, TX, United States
- **Experience:** Expert
- **Salary:** $79,000 - $113,000
- **Contract:** Permanent contract
- **Skills:** JIRA, Software as a Service, Zendesk
- **Published:** October 27, 2026
- **Apply:** https://www.indeed.com/viewjob?jk=18b852001fe0b224

## About the Role

+ 3+ years of experience from a similar role, preferably B2B, SaaS, and/or fintech
 + 2+ years broker-dealer operations or clearing firm experience
 + Working knowledge of investing and what Registered Investment Advisors (RIAs) do on behalf of their clients
 + An empathic approach both towards your customers but also your team; exemplary active listening and interpersonal skills
 + Ability to train, motivate, and coach in order to maintain high customer service standards and build team morale
 + Comfortable being a follower, leader, or teammate as occasion demands
 * Technical aptitude - You're technologically savvy and can easily get up to speed on modern tech stacks and ticket management systems (i.e., Zendesk, Jira, etc.)
 * Ownership - The pride you put into every aspect of your work is unparalleled and undeniable
 * Superb communication - Intentional dialogue is a superpower. You listen as well as you share your perspective with others.
 * Resilience - We're inspired by your unwavering determination to achieve success, no matter the adversity you face along the way.
 * Assurance - Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives.
 * Creative problem solving - Identifying the problem is simply not enough. You're instinctually creative with your approach in finding solutions to roadblocks.
 * Bonus points if you bring
 + FINRA series 7 and 63 licenses are highly preferred

## Description

* Balance responsibilities of leadership, escalation resolution, projects, and hands-on customer support
 * Provide coaching and encouragement on day-to-day performance
 * Foster ongoing professional development in partnership with Manager, Support
 * Ensure desired service levels and customer satisfaction are achieved
 * Ensure every interaction is treated as a coveted, positive, brand building, opportunity
 * Monitor interactions for accuracy, adherence to compliance and regulatory guidelines; identify opportunities for individual and team training and continuous learning
 * Act as an expert in Altruist's product offerings and systems utilized by the Client Group
 * Translate complex customer issues for both technical and non-technical audiences
 * Act as the Customer Success liaison to Product and Engineering; oversee defect and service request resolution and share key cross-functional updates between teams
 * Ensure data and feedback gathered through customer interactions are appropriately tagged to help Altruist prioritize product roadmap and process optimization decisions
 * Assist management with hiring processes and new hire and ongoing training
 * Help team adapt quickly to frequent change in hypergrowth environment; support and coordinate new processes and procedures
 * Identify and drive opportunities to improve team efficiency and/or improve team morale in partnership with Manager, Support
 * Help maintain and update response templates and knowledge base articles (both internal and external facing)
 * Perform other related duties and/or project work as required or requested
 * Do service recovery and seek feedback via phone, video or email with advisors