At Alto, we're changing the way people invest for the future.
For too long, only the ultra-wealthy could afford to benefit from alternative investments, and that meant a lot of missed opportunities for everyday investors. Alto was founded on the belief that a diversified portfolio is essential to investing for the future, and that's only possible if everyone can invest in the assets they're truly interested in.
So we created a solution that allows ordinary people to invest their tax-advantaged retirement funds into non-traditional assets, like real estate, startups, securitized artworks, cryptocurrency, and more.
By joining Alto's growing team, you'll be helping to make our mission a reality. And you'll work with some truly unique people who are passionate about what they do.
To learn more about our team and working with us, please visit our Before You Apply page, which features videos of our CEO and other team members answering questions about working at Alto.
Job Summary
The Customer Success Specialist is a critical function in driving exceptional customer satisfaction through the execution of investments in an expedited manner. This role will report directly to the Director of Customer Success as well as work closely with the Financial Operations team and individual Customer Success Managers (CSMs) to finalize investment paperwork and payments. Additionally, this role will interact with external stakeholders including, but not limited to, fund admins, third party investment management vendors, issuers, and investors when necessary to streamline solutions related to the investment process.
What You'll Do:
- Conduct Final Review to process investment payments, including executing purchase/subscription agreements on behalf of Alto, within stated SLAs
- Coordinate with the Financial Operations team regarding investment payments
- Work collaboratively with Customer Success Managers (CSMs) to meet the varying needs of issuers and investors as it relates to processing investments. In coordination with the CSMs, work directly with Issuers and Investors to troubleshoot and support investment execution, account growth, and customer engagement through an enhanced onboarding experience
- Work directly with third party fund admins and investment management vendors to understand their investment process in order to define a joint workflow that streamlines investments that are processed across Alto and external platforms
- Actively identify issues and trends related to investment payments and proactively provide recommendations and solutions to the Product team to resolve challenges
- Provide an exceptional and personalized service experience to internal and external stakeholders
- Perform other related duties as assigned.
What We're Looking For:
- Bachelor’s degree or equivalent
- 1+ years in alternative investment operations or investor relations
- Experience with purchase/subscription agreements
- Experience with varying investment management software a plus
- Experience with HubSpot a plus
- FINRA Licenses a plus
- Strong customer service and growth oriented mindset
- Biased towards action / solutions-oriented problem solver
- Empathetic, intellectually curious, and relationship focused
- Excellent verbal and written communication skills
- Outstanding organizational skills with the ability to prioritize multiple tasks and manage time efficiently
- Ability to perform well in a fast-paced environment subject to change and ambiguity
- Advanced problem-solving and analytical skills
We answered your most pressing questions before you apply here. We are a dynamic and collaborative team, all working towards a common goal. With every interaction, you feel our culture throughout our company. We care about diversity, inclusion, and belonging, and every voice is heard. We also care most about our people. We show it through our actions, and we offer a lot of really great benefits, including:
- A generous open PTO policy
- Comprehensive health insurance options for employees
- 401(k) with company match up to 3% yearly
- Equity as a part of your compensation
- A competitive compensation and benefits package
- 12 paid holidays
- Discounted and/or free Alto investor accounts
- Four to 12 weeks paid parental leave
- A remote-first culture - work from home or our Nashville office
- Flexibility to work from anywhere in the US
- An emphasis on work-life balance
- No-meeting Fridays
Well, what are you waiting for? Apply already! :)
Alto is an Equal Opportunity Employer and Prohibits Discrimination of Any Kind
Alto is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Alto are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, sex (including gender identity, sexual orientation, and pregnancy), family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Alto will not tolerate discrimination or harassment based on any of these characteristics. Alto encourages applicants of all ages.
About Alto
Founded in 2015, AltoIRA aka Alto is a rapidly growing fintech startup based in Nashville, TN. At Alto, we’re building a next-generation platform to provide clients with the tools and opportunities they need to invest retirement funds into alternative assets. We’re empowering everyone to invest in what they choose and supporting their desire to take a more active role in shaping their financial future. The Alto platform streamlines the process for individual investors and advisors to access, research, and invest in alternative assets using retirement funds. It connects investors with private companies, fund managers, and over 50 recognized investment platforms, including Coinbase, Republic, Masterworks, and EquityZen, that offer access to a wide range of alternative assets, including startups, shares in artwork, real estate, cryptocurrency, and more.
What We Do
REIMAGINE RETIREMENT INVESTING
AltoIRA offers an easy-to-use investing platform that empowers everyday investors to diversify their IRAs by investing in alternative assets such as private equity, venture capital, real estate, loans, and cryptocurrency.
Offering traditional, Roth, SEP and Crypto IRAs, Alto is bringing alternative investments to the mainstream. Everyday investors can now easily and cost-effectively access their retirement savings to invest in assets once reserved solely for high-net-worth individuals.
Investors can use their Alto IRA to invest in opportunities from their own private network or participate in deals offered by Bitwise, DiversyFund, Fundr, Masterworks, Republic, Vint, and numerous other investment platform partners.
Americans can now access tens of trillions of dollars in retirement savings to invest in what they want.
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