Corporate RIA Onboarding Lead (Hybrid)

Altruist; San Francisco (CA); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Stock options

401k with 4% match

Paid parental leave (16 weeks)

Health, dental, and vision insurance

L&D budget

Employee mobility program

Work from anywhere (1 month policy)

Equity

Job summary

Altruist is seeking a Corporate RIA Onboarding Program Lead to own onboarding for advisors transitioning from corporate RIA/broker platforms to Altruist Advisors. You’ll manage complex transitions, serve as the primary relationship owner for Corporate RIA IARs, and coordinate across Sales, Onboarding, Support, Operations, and Compliance.

This role blends hands‑on execution with program‑level ownership, requiring comfort building playbooks in a evolving environment while driving a consistent,

Qualifications

• 7+ years of experience in onboarding, implementation, or transitions management within financial services.
• 3+ years specifically in corporate RIA, breakaway advisor, or wirehouse transition environments.
• FINRA Series 7 and 63 required; Series 24 is a strong plus.
• Proven ability to manage high‑volume, single‑wave transitions, not just phased onboarding.
• Track record of setting clear processes across teams that don’t report to you.
• Executive‑level composure and communication, with experience being the face of high‑stakes escalations.
• Comfort operating in an ambiguous, still‑forming environment — building the playbook as you go rather than executing an established one.
• A systems‑thinking mindset — knowing where high‑touch, white‑glove service is non‑negotiable versus where automation or AI can responsibly reduce manual work.
• Empathy for the specific mindset of a Corporate RIA IAR mid‑transition — often comparing this move against their prior firm in real time, with real anxiety about client continuity and disruption.
• High emotional intelligence and the ability to build trust quickly with advisors used to a more high‑touch service model.

Responsibilities

• Own end‑to‑end onboarding for a caseload of Corporate RIA transitions, typically single‑wave moves of highly concentrated books, rather than phased onboarding.
• Serve as the central point of oversight for all Corporate RIA onboarding activity — monitoring dashboards, aging items, and the team’s shared escalation channel.
• Define and enforce a consistent path for how requests and issues flow between Sales, Onboarding, Operations, and Compliance, and push back when that path gets bypassed.
• Own the ongoing evolution of Corporate RIA onboarding playbooks and milestones as the offering matures.
• Ensure a structured knowledge transfer happens between Sales and Onboarding before any Corporate RIA kickoff.
• Serve as a coach and go‑to resource for Onboarding Specialists.
• Act as the ongoing escalation point for Corporate RIA firms after they move to steady‑state support.
• Partner with Compliance and Operations on onboarding requirements (supervision, licensing, high‑volume account opening).
• Own execution of onboarding workflow and process improvements that don’t require Product or Engineering support.
• Report regularly to leadership on volume, risk, and pacing across the Corporate RIA book.
• Take the lead on creation and maintenance of onboarding collateral, journey documentation, and training materials.

Skills

Onboarding management

Corporate RIA onboarding

FINRA Series 7/63

High-volume transitions

Cross-team processes

Executive communication

Ambiguity tolerance

Systems thinking

Empathy for RIA IAR

Emotional intelligence

Job description

Altruist is seeking a Corporate RIA Onboarding Program Lead to own onboarding for advisors transitioning from corporate RIA/broker platforms to Altruist Advisors. You’ll manage complex transitions, serve as the primary relationship owner for Corporate RIA IARs, and coordinate across Sales, Onboarding, Support, Operations, and Compliance.

This role blends hands‑on execution with program‑level ownership, requiring comfort building playbooks in a evolving environment while driving a consistent,