Company Background

Who we are:

We are a scrappy, well-funded, proven team of technology, product, data and design experts. We know how to bring complex, regulated products to market. We built industry leading products such as Marcus by Goldman Sachs and Clarity Money.

We have a culture that values being transparent, honest and agile. A place where challenging convention is welcome and discussion is encouraged.

No one said it was easy to build something new, but we also know that mutual respect and collaboration will get us there in a way that makes work satisfying and fun.

If you have intellectual curiosity and creative passion and this sounds like a challenge that excites you, we invite you to speak with us.

What we do:

At Domain Financial Services, we provide flat fee financial planning to using a technology enabled platform

Our financial planning technology is highly differentiated from plans typically provided by companies like eMoney, MoneyGuidePro or RightCapital. Rather than sixty pages of statistics and charts, our plans are highly readable and give clients clear actionable steps based on their stated goals and what is achievable based on their lifestyle. Utilizing our unique proprietary technology, our AI platform is able to turn a client’s documents into a highly personalized financial plan.

In addition to financial planning, we provide tax planning and filing services, estate planning and investment management services. We offer investment management through the custodian, Altruist.

Here is a sample financial plan we generate for clients:

https://app.domainmoney.com/demo

Who is behind us:

Michael Kitces is on our board. Joe Duran is an advisor. We're honored to have attracted leading financial services investors who have backed innovative companies such as Betterment, Venmo, NerdWallet and Square. These investors include Bessemer, Maveron, RRE, Marc Benioff and Joe Lonsdale.

Role Summary

We are seeking a trade operations leader to build and own our investment management operations on the Altruist custodian platform. This role is responsible for constructing, onboarding, and maintaining client accounts; implementing and maintaining target portfolio allocations; and delivering direct indexing and tax-loss harvesting at scale for our clients.

You will be the operational backbone of our investment offering—ensuring that every account is opened correctly, funded, traded, reconciled, and monitored in line with our models, client preferences, and tax objectives.

What You’ll DoKey Responsibilities

Altruist Platform & Account Onboarding

• Set up, configure, and continuously optimize our firm’s workflows on the Altruist custodian platform.
• Own the end-to-end account lifecycle: new account opening, transfers (ACATs), funding, beneficiary updates, and account maintenance.
• Ensure all client accounts are opened and maintained accurately, with clean data and correct registrations, permissions, and settings.
• Coordinate with advisors, client service, and Altruist support to resolve account issues quickly.

Portfolio Construction & Implementation

• Implement and maintain model portfolios and customized strategies within Altruist, including direct indexing configurations.
• Translate investment recommendations and IPS guidelines into precise trading instructions and account settings.
• Monitor drift vs. target allocation and execute rebalancing trades to keep portfolios aligned with strategic and tactical models.
• Handle cash management (deploying cash, raising cash for withdrawals, managing residuals and dividends).

Direct Indexing & Tax-Loss Harvesting

• Configure and maintain direct indexing portfolios, including security lists, tax constraints, and customization rules.
• Design and operate tax-loss harvesting workflows:
• Identify harvesting opportunities at the account and household level.
• Execute coordinated tax-loss harvesting trades while respecting wash-sale rules and client-specific constraints.
• Track harvested losses and communicate results to advisors / planning team as needed.
• Partner with advisors and planning to integrate tax-aware trading with each client’s broader financial plan.

Daily Trade Operations & Controls

• Execute and oversee daily trading: allocations, rebalances, cash raises, model changes, and corporate actions.
• Reconcile positions, trades, and cash between Altruist and our portfolio/accounting systems; research and resolve breaks.
• Maintain strong operational controls and documented procedures to minimize errors and operational risk.
• Build and monitor dashboards/alerts for exceptions: failed trades, unsettled cash, rejected ACATs, missing cost basis, etc.

Process Design & Continuous Improvement

• Stand up repeatable, scalable processes for all investment operations workflows on Altruist.
• Document SOPs, runbooks, and checklists for core tasks (onboarding, trading, rebalancing, tax-loss harvesting, reconciliations).
• Identify bottlenecks and manual steps; propose and implement automation or tooling to improve speed, accuracy, and client experience.
• Partner with Product/Engineering (if applicable) to integrate internal systems with Altruist via APIs or data feeds.

Compliance & Reporting

• Ensure all trading and account changes are executed in line with firm policies, client agreements, and regulatory requirements.
• Support compliance with trade surveillance, best-execution, and books-and-records obligations as they relate to trading and operations.
• Assist in preparing operational and performance reports for internal stakeholders and clients.

Success Metrics (KPIs)

• New clients are onboarded accurately and quickly onto Altruist with minimal friction.
• Client portfolios stay aligned with target allocations, with systematic rebalancing and clear exception management.
• Direct indexing and tax-loss harvesting run smoothly as ongoing processes, not one-off events.
• Advisors trust that “operations just works,” enabling them to focus on clients and planning while you ensure the engine runs perfectly.

Qualifications

• 4–7+ years of experience in RIA operations, trading, or portfolio administration, ideally within a multi-custodial or modern custodian environment.
• Hands-on experience with a custodian platform (Altruist experience strongly preferred; Schwab/Fidelity/Pershing/Betterment/other neo-custodians a plus).
• Strong understanding of:
• Model portfolio implementation and rebalancing
• Direct indexing concepts and workflows
• Tax-aware trading and tax-loss harvesting at the account and/or household level
• High attention to detail and a strong control mindset; comfortable owning critical operational processes.
• Ability to translate advisor and client needs into precise operational steps on the custodian platform.
• Ability to translate advisor and client needs into precise operational steps on the custodian platform.
• Proficiency with Excel/Sheets and comfort working with data exports, reports, and basic analytics.
• Clear, concise communication skills and the ability to collaborate effectively with advisors, client service, and external partners.

Compensation & Benefits

• Compensation: $150-$200k, plus equity
• Benefits: Health, 401(k), PTO, CE reimbursement, licensing fees.
• Professional Development: CE budget, conferences, and certifications.

What will set you apart

• You have a deep passion for content and how creator / content partnerships work.

• Exceptional communication and partnership capabilities

• Able to close deals at the principal level, investment acumen and knowledge of broader planning topics

• Strong organizational, leadership, and written communication skills

• BS or BA in Finance, Accounting, or other related major preferred

• Experience using financial services technology

• An interest in the tech industry and/or experience with start-ups

How to Apply

Send your resume, a brief note on your planning leadership philosophy and schedule a time with hayden@domainmoney.com to meet with the team.