More jobs:
Advisor Onboarding Lead - Hybrid (Dallas/Culver City
Job in
Fort Worth, Tarrant County, Texas, 76102, USA
Listed on 2026-08-16
Listing for:
Altruist
Full Time
position Listed on 2026-08-16
Job specializations:
-
Business
Business Development, Business Analyst
Job Description & How to Apply Below
Altruist is seeking an Onboarding Specialist to own the transition of advisory firms onto Altruist—from post-sale handoff through a launched, self-sufficient firm. You will run discovery, build the plan, and lead training to make teams fluent on the platform.
This hybrid role requires three days per week in the Dallas or Culver City offices, with a focus on ensuring a smooth, credible transition that sets the foundation for long-term client success.
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