RRE Portfolio Careers

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.

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

Domain Money is seeking a Trade Operations Manager to help execute and scale our investment management operations on the Altruist custodian platform.

This role is ideal for someone with experience in RIA trading or portfolio operations who enjoys working with data, executing trades accurately, and improving processes over time.

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.

Key Responsibilities

Account Onboarding & Maintenance

• Open and maintain client accounts on the Altruist platform
• Process ACATs, funding, and account updates
• Coordinate with advisors and custodian support to resolve account issues
• Ensure data accuracy across systems

Trading & Portfolio Implementation

• Execute model portfolio trades and rebalances
• Monitor allocation drift and assist with systematic rebalancing
• Manage cash movements, dividends, and withdrawals
• Support direct indexing and tax-loss harvesting execution

Daily Operations & Reconciliation

• Reconcile trades and positions
• Investigate and resolve breaks or discrepancies
• Monitor for exceptions (failed trades, unsettled cash, etc.)
• Maintain accurate documentation of workflows

Process Improvement

• Help refine and document operational procedures
• Identify opportunities to reduce manual work
• Collaborate with product/engineering on improving system workflows

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: $120-$150k, 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

Submit your resume via LinkedIn or via email to hayden@domainmoney.com