Advisor Onboarding Program Lead, Enterprise

About Altruist

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.

The opportunity

We're looking for an Onboarding Program Lead, Enterprise to own the onboarding experience for Altruist's largest and most complex firms — $1B+ RIAs, aggregator and platform firms, acquisition-driven roll-ups, and API-first shops. These transitions rarely move in a single wave. They come with distributed decision-making, existing back-office teams, real operational complexity, and a continuous pipeline of advisor tranches rather than one go-live date. You'll carry a caseload and set the standard at the same time. You'll personally run the most complex Enterprise engagements while defining the playbooks, milestones, and standards that let the broader team onboard Enterprise firms consistently. You'll be the person the team turns to when a firm's complexity outruns the playbook.

Credibility here comes from knowing how large advisory firms and platforms operate, not from knowing our software best. You'll be in the room with COOs, CCOs, and principals who will form a view of Altruist based on how well you understand their business in the first thirty minutes. This is an individual contributor role with significant influence across the Enterprise onboarding function. As the function and team scale, there may be an opportunity for the role to expand into people leadership based on business needs and how the organization evolves.

Altruist is investing significantly in Enterprise, and the onboarding model is scaling quickly. You'll have a real hand in shaping it rather than inheriting something finished.

Please note: This is a hybrid position with 3 days per week in the Dallas/Culver City office

Your impact

Lead Enterprise engagements

Own end-to-end onboarding for the most complex Enterprise engagements, staying the primary point of contact from Sales handoff through operational readiness, training completion, and a documented handoff to the team supporting the firm long term

Translate how a firm actually operates — its structure, tech stack, operating model, and business objectives — into a transition plan that will hold, and size complexity honestly before commitments get made

Design each engagement around how the firm is actually organized — the right sessions, for the right audiences, on site when being there will make a difference

Get creative inside real constraints — position the platform's strengths credibly, design workable paths around what it doesn't do yet, and be transparent about gaps in a way that builds confidence instead of eroding it

Keep product gaps, accommodations, and open asks centralized and visible to both sides, so different people at the firm aren't working from different answers

Set the Enterprise standard

Define and enforce the Enterprise onboarding standard — playbooks, milestone definitions, decision points, and what a knowledge transfer has to produce before kickoff — and keep it current as the segment matures

Set a consistent pre-engagement bar, and hold the team to turning what discovery surfaces into a credible game plan and a tailored engagement

Build distinct approaches for the firm types and overlays that matter most — breakaway, aggregator, API-first, acquisition, and hybrid — so tailoring stays deliberate rather than improvised

Be the expertise the team draws on when a firm's complexity outruns the playbook, and hold every Enterprise engagement to the same standard whether or not you ran it

Scale the operating model

Own the Enterprise feedback loop: synthesize what you're seeing across engagements and bring it back to Onboarding and Customer Success leadership, Product and Engineering, Operations, Compliance, and Enablement with enough specificity to act on

Partner closely with Operations on queue alignment, bulk processing, and migration data, and help shape how that partnership scales — so firms experience one coordinated transition rather than account-level fragmentation

Own the workflow and process improvements that don't require Product or Engineering support

Report to leadership on Enterprise volume, pacing, risk, and capacity, and speak up early when pipeline is outrunning the team's ability to onboard well

What you bring

7+ years in implementation, onboarding, transitions, or solutions consulting within financial services; time at a custodian, enterprise wealth platform, or large RIA strongly preferred

FINRA Series 7 and 63 required

Consultative depth on how large advisory firms and platforms actually run — operating models, back-office structure, custodial and vendor relationships, tech stacks, and where transitions break down at scale

Demonstrated experience leading complex, multi-stakeholder implementations for enterprise or institutional clients, not just larger versions of standard onboarding

The discipline to structure a solution rather than improvise one — reflecting the problem back accurately, committing to a specific follow-up, and returning with real options

Executive presence and exemplary written, verbal, and facilitation skills — credible when the answer isn't good news, and calm through demanding, high-visibility transitions

Fluency across the operational mechanics: bulk account opening, ACAT and non-ACAT transfers, NIGO resolution, billing setup, multi-DBA and sub-firm hierarchy, and reporting and integration dependencies — enough to spot risk early and escalate well

Strong project management instincts and the ability to build alignment and accountability around a plan, keeping teams on track to milestones without direct managerial authority.

A multiplier orientation: you set standards across teams that don't report to you, delegate real ownership rather than absorbing the work, and measure yourself by what the team can do — not just what you can carry

Comfort building while delivering — writing the playbook and running the engagements it governs at the same time

A systems-thinking mindset: knowing where white-glove service is non-negotiable versus where automation should carry the load

High emotional intelligence, low ego, and a team mindset focused on setting each other up for success

What we bring

Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.

Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.

Competitive total compensation.

Premium healthcare, dental, and vision insurance plans (HMO and PPO).