Onboarding & Implementation Lead, Wealth Advisory Tech

Altruist; Los Angeles (CA); Hybrid; USD 110,000 - 140,000; Full time

Benefits offered by this job

Hybrid schedule

Healthcare

401k with match

Parental leave (16 weeks)

Equity

Employee mobility program

Job summary

Altruist is seeking an Onboarding Specialist to own the transition of advisory firms onto the Altruist platform — from post-sale handoff through a launched, self-sufficient firm. You will drive discovery, plan execution, and training, ensuring credibility by understanding adviser operations, not just software.

The role is hybrid with 3 days/week in Dallas or Culver City offices; you’ll partner across Sales, CS, Operations, Product, Engineering, and Compliance to accelerate time-to-value for

Qualifications

• 4+ years of experience in implementation, onboarding, transitions, or client-facing operations.
• B2B financial services preferred.
• Deep understanding of independent wealth management RIA operations.
• Demonstrated project management across multiple client implementations.
• Executive presence with firm principals and COOs.
• Ability to influence cross-functional teams without direct authority.
• Strong analytical and problem-solving abilities in ambiguous scenarios.
• Excellent organization and prioritization skills under shifting timelines.
• Strong written, verbal, presentation, and listening skills.
• High emotional intelligence and ability to build trust quickly.
• Curiosity and continuous improvement mindset; identify process gaps.

Responsibilities

• Own the delivery of client implementations from post-sale through launch.
• Develop and maintain detailed implementation plans, timelines, risks, and dependencies.
• Lead cross-functional implementation efforts across Sales, Customer Success, Operations, Product, Engineering, and Compliance.
• Run structured discovery before kickoff and tailor plans to firm operations.
• Take ownership of the firm relationship after handoff and ensure seamless transition.
• Orient the firm to support and service workflows at Altruist.
• Run a weekly cadence reporting transition health, risks, owners, and next steps.
• Document seven core areas: advisor experience, client experience, account opening, funding, trading, fee billing, reporting/integrations.
• Train to firm workflows, surface friction early, and escalate as needed.
• Maintain escalation paths and open items, and close them responsibly.
• Provide feedback to Product and Operations for improvements and playbooks.

Skills

Implementation

Onboarding

Client-facing

Project management

Executive presence

Cross-functional

Critical thinking

Problem-solving

Organization

Communication

Emotional intelligence

Continuous improvement

Curiosity

Education

FINRA Series 7 and 63

Tools

Salesforce

Google Workspace

MS Excel

Job description

Altruist is seeking an Onboarding Specialist to own the transition of advisory firms onto the Altruist platform — from post-sale handoff through a launched, self-sufficient firm. You will drive discovery, plan execution, and training, ensuring credibility by understanding adviser operations, not just software.

The role is hybrid with 3 days/week in Dallas or Culver City offices; you’ll partner across Sales, CS, Operations, Product, Engineering, and Compliance to accelerate time-to-value for