Advisor Onboarding Specialist

📋 Description

• Own the delivery of client implementations from post-sale through launch, migrating committed
• Develop and maintain detailed implementation plans, managing timelines, dependencies, risks, and
• Lead cross-functional implementation efforts across Sales, Customer Success, Operations, Product
• Run structured discovery before kickoff, then tailor the plan and the training to how this firm
• Take ownership of the firm relationship when Sales hands off, ensuring a seamless transition
• Orient the firm to how support and service work at Altruist early, so they know where to go before

🎯 Requirements

• 4+ years of experience in implementation, onboarding, transitions, or client-facing operations; B2B
• FINRA Series 7 and 63 licensed (required)
• Deep understanding of the independent wealth management industry and RIAs
• Demonstrated project management across multiple concurrent client implementations
• Executive presence with firm principals and COOs
• Ability to influence cross-functional teams without direct authority

🎁 Benefits

• Dallas, TX salary range: $79,000 — $107,000 USD
• Stunning offices in Culver City, CA; San Francisco, CA; Dallas, TX
• Competitive pay and equity for eligible positions
• Premium health, dental, and vision insurance
• 401k with 4% match and immediate vesting
• 16 weeks parental leave after one year