Alto is seeking to connect with potential candidates for future opportunities as they grow. The company promotes diversification in investment, allowing individuals to invest retirement funds in alternative assets. Joining helps contribute to a dynamic and inclusive team focused on empowering everyday investors.

The Customer Success Specialist ensures exceptional customer satisfaction by processing investments, coordinating with teams for investment payments, troubleshooting with issuers and investors, and streamlining workflows with external parties. This role involves proactive problem-solving and providing personalized service to stakeholders.

The Director of Compliance and Counsel will lead the Compliance Department, provide legal counsel, develop and maintain policies, ensure compliance with regulatory requirements, and support various teams in the organization. Responsibilities also include developing compliance strategies, managing BSA programs, reviewing contracts, and overseeing compliance training.

As an Investor Sales Associate at Alto, you will engage with potential investors, educate them about alternative asset investing, and support them in utilizing retirement accounts for investments. You'll also maintain compliance with regulations, meet sales targets, and build strong client relationships while providing exceptional customer service.