Onboarding Program Lead, Corporate RIA

Altruist; Los Angeles (CA); Hybrid; USD 150,000 - 210,000; Full time

Benefits offered by this job

Competitive pay

Equity benefits

Premium healthcare

401k with 4% match

Parental leave (16 weeks)

Job summary

Altruist is seeking a Corporate RIA Onboarding Program Lead to own onboarding for advisors transitioning from corporate RIA/broker-dealer platforms. You’ll lead complex transitions and manage relationships across Sales, Onboarding, Support, Operations, and Compliance.

The role blends hands-on onboarding with program-level ownership, requiring comfort in a still-forming environment and a technology-first approach to transitions.

Qualifications

• 7+ years in onboarding, implementation, or transitions management within financial services.
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Responsibilities

• Own end-to-end onboarding for Corporate RIA transitions.
• Serve as the central oversight for onboarding activity—monitoring dashboards, aging items, and escalation channels.
• Define and enforce a consistent path for requests between Sales, Onboarding, Operations, and Compliance.
• Own the evolution of onboarding playbooks and milestones as the offering matures.
• Ensure knowledge transfer between Sales and Onboarding before Corporate RIA kickoff.
• Coach Onboarding Specialists handling Corporate RIA transitions.
• Act as escalation point after transitions move to steady-state support.
• Partner with Compliance and Operations on onboarding requirements.
• Own execution of onboarding workflow and provide feedback on tools/workflows.
• Report to leadership on volume, risk, and pacing.
• Lead creation and maintenance of onboarding collateral and training materials.

Skills

Onboarding management

Stakeholder communication

Systems thinking

Change management

Ambiguity handling

Executive presence

Process design

Financial services domain

Education

FINRA Series 7

FINRA Series 63

FINRA Series 24

Job description

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 a Corporate RIA Onboarding Program Lead to own the onboarding experience for Altruist’s newest and fastest‑growing segment: advisors and teams transitioning from corporate RIA or broker‑dealer platforms to Altruist Advisors, our corporate RIA model that gives advisors a faster, lower‑friction way to run their own practice — with the option to move toward full independence over time. This role blends hands‑on onboarding execution with program‑level ownership — you’ll personally lead a caseload of complex transitions while also serving as the primary relationship owner for Corporate RIA IARs throughout onboarding and steady‑state support, and the central point of accountability across Sales, Onboarding, Support, Operations, and Compliance for delivering that experience.

Corporate RIA firms typically move their entire book in a single, concentrated wave rather than in phases, and advisors coming from this environment bring service expectations shaped by more traditional platforms. This role calls for someone who can bring Altruist’s technology‑first approach to these transitions while also delivering the hands‑on, consistent experience these advisors expect from start to finish.

This is a new and evolving role. As the Corporate RIA segment grows, this position — and the team supporting it — will evolve too. You should be comfortable operating without a fully mature playbook and want to help build the one that doesn’t exist yet.

This is a hybrid role requiring three days per week in the office.

Your impact

• 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 — even for transitions you’re not personally running
• 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 — adapting what exists today rather than starting from scratch
• Ensure a structured knowledge transfer happens between Sales and Onboarding before any Corporate RIA kickoff, consistent with the standard already in place across onboarding
• Serve as a coach and go‑to resource for Onboarding Specialists who take on a Corporate RIA transition without deep segment experience
• Act as the ongoing escalation point for Corporate RIA firms after they move to steady‑state support
• Partner with Compliance and Operations on segment‑specific onboarding requirements (supervision, U4/U5 timing, licensing, high‑volume account opening), with enough fluency to spot issues early and upscale effectively
• Own execution of onboarding workflow and process improvements that don’t require Product or Engineering support, and give hands‑on feedback on tools, product offering, and workflows that do
• Report regularly to leadership on volume, risk, and pacing across the Corporate RIA book
• Take the lead on creation and maintenance of Corporate RIA onboarding collateral, journey documentation, and training materials in partnership with Marketing, Customer Success Enablement, Sales Enablement, and similar teams as applicable

What you bring

• 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

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 pay and equity for eligible positions.
• Premium healthcare, dental, and vision insurance plans (HMO and PPO).
• 401k savings plan with a 4% match and immediate vesting.
• 16 week paid parental leave after one year of employment.
• Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
• Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).
• Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home‑purchasing preparedness, etc.).
• One month work from anywhere policy (with the exception of a few countries).

Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.

Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.