Teams at Altruist

Design and build Hazel's evaluation platform, focusing on AI quality, data pipelines, and creating measurable evaluation criteria through collaboration with financial experts.

Lead end-to-end onboarding for Corporate RIA transitions, manage a caseload of high-volume single-wave moves, own playbooks and cross-team processes, coach onboarding specialists, liaise with Compliance/Operations, report to leadership, and create training and collateral.

Design and own Hazel's Admin AI experience, creating workflows for financial advisors while collaborating with Product and Engineering teams. Prototype in code and enhance user experiences across multiple admin functions.