Advisor Onboarding Specialist

Advisor Onboarding Specialist

Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.

We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!

But first, our values

Kindness
- Kindness doesn't just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully. Brilliance
- Humility is the skill we're most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one. Grit
- When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it's hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.

We're looking for an Onboarding Specialist to own the transition of advisory firms onto Altruist — from post-sale handoff through a launched, self-sufficient firm. This is the highest-stakes moment in the advisor relationship. The firm has already committed, and every interaction in the transition either reinforces that decision or quietly undermines it.

You'll own your implementations end to end — running discovery, building and driving the plan, holding both the firm and our internal teams to the milestones, and leading the training that makes an advisory team fluent on the platform. Credibility here comes from understanding how advisory firms operate, not only how the software works.

Please note:

This is a hybrid position with 3 days per week in the Dallas or Culver City office.

• Own the delivery of client implementations from post-sale through launch, migrating committed assets on plan and accelerating time-to-value
• Develop and maintain detailed implementation plans, managing timelines, dependencies, risks, and stakeholder expectations throughout each engagement
• Lead cross-functional implementation efforts across Sales, Customer Success, Operations, Product, Engineering, and Compliance, driving accountability and removing obstacles
• Run structured discovery before kickoff, then tailor the plan and the training to how this firm actually operates
• Take ownership of the firm relationship when Sales hands off, so the transition feels like a continuation of the same team rather than a restart
• Orient the firm to how support and service work at Altruist early, so they know where to go before the first issue lands
• Run a weekly cadence that reports transition health — risks, owners, and next steps — not just activity
• Cover all seven core areas thoroughly and document them as you go: advisor experience, client experience, account opening, funding, trading, fee billing, and reporting/integrations
• Train to the firm's workflows rather than the feature list, and surface known friction before advisors run into it
• Get curious about what a firm is actually trying to accomplish, not just what they literally asked for
• Stay transparent and solution-focused when the answer isn't clean: work it through with them, park what would derail a session, and own the open items either way
• Set up the steady-state relationship well before you roll off, with escalation paths and open items documented
• Bring implementation friction and product gaps back to Product and Operations with enough specificity to act on
• Feed what you learn from each implementation back into the playbooks, templates, and training so the next engagement runs better than the last

• 4+ years of experience in implementation, onboarding, transitions, or client-facing operations; B2B financial services strongly preferred
• FINRA Series 7 and 63 licensed (required)
• Deep…