li>Demonstrated expertise across the RIA industry, including: Core technology (custodial platforms, CRM, portfolio accounting, planning, client portals), Sales and business development dynamics, Operations and practice management, Compliance, competition, and fee structures. You'll combine deep RIA industry knowledge, consultative relationship skills, and disciplined account management to drive net new assets, expand share of wallet, and move Altruist up the buy/sell hierarchy within each firm.