Advisor Onboarding Specialist

About the position

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

What you’ll do

• 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

What you’ll bring

• 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 understanding of the independent wealth management industry — how RIAs operate, how custodial transitions work, and where they break down
• Demonstrated project management skills across multiple concurrent client implementations
• Executive presence: credible with firm principals and COOs, not only with their operations team
• Ability to influence cross-functional teams without direct authority
• Critical thinking and problem-solving; sound judgment where documented process doesn't exist yet
• Exceptional organization and prioritization; holds a high standard of execution through ambiguity and shifting timelines
• Exemplary written, verbal, presentation, and active listening skills; concise and composed under pressure
• High emotional intelligence; builds trust quickly and creates a sense of calm through a demanding transition
• Curiosity and a continuous improvement mindset; spots process gaps and automation opportunities and acts on them
• Proficient with core customer success tools (e.g., Salesforce, Google Workspace, MS Excel)
• Team mindset focused on setting each other up for success; low ego