Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Advisor Onboarding Lead - Hybrid (Dallas/Culver City)

Altruist

Altruist is seeking an Onboarding Specialist to own the transition of advisory firms onto Altruist—from post-sale handoff through a launched, self-sufficient firm. You will run discovery, build the plan, and lead training to make teams fluent on the platform. This hybrid role requires three days per week in the Dallas or Culver City offices, with a focus on ensuring a smooth, credible transition that sets the foundation for long-term client success. #J-18808-Ljbffr Altruist

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Advisor Onboarding Lead - Hybrid (Dallas/Culver City) in Wisconsin vacancy
  • $79k - $113k

     ...partner with financial advisors nationwide, empowering...  ...We're looking for an Onboarding Specialist to own the...  ...to the milestones, and leading the training that makes...  ...note: This is a hybrid position with 3 days per week in the Dallas or Culver City office What you'll do... 
    Suggested
    Work at office
    Immediate start
    Shift work
    3 days per week

    Altruist

    Wisconsin
    4 days ago
  • MLabs in Dallas, TX is seeking a Claims Team Lead to guide a high-velocity team handling Property, Auto, or GL claims in a hybrid, full-time role. The candidate should bring 5+ years of hands-on claims experience and hold an active TX Adjuster license; licenses in NY,... 
    Suggested
    Full time

    MLabs

    Wisconsin
    3 days ago
  • JCW Group is recruiting a Risk Audit Manager for a multinational investment bank's Internal Audit team. This hybrid role based out of Dallas focuses on liquidity and treasury risk programs with exposure across multiple business lines. You will execute and report on audits... 
    Suggested

    JCW Group

    Wisconsin
    1 day ago
  • $310k - $360k

    Vedder is seeking Finance associates for their Dallas office to join the Finance & Transactions team. This role requires 4-6 years of commercial...  ...loan documents and managing transactions. The firm fosters a hybrid work model encouraging career development and collaboration.... 
    Suggested
    Work at office

    Vedder

    Wisconsin
    9 hours ago
  • Wisdom Wealth Management in Dallas, TX is seeking an experienced Paraplanner to support our advisory team in delivering comprehensive financial planning. This hybrid position combines in-office collaboration with remote work flexibility, serving clients across multiple... 
    Suggested
    Work at office
    Remote work

    Jambalaya Group

    Wisconsin
    4 days ago
  • Bonterra is seeking an Onboarding Manager in the United States to lead client onboarding from kickoff to successful adoption. You will conduct discovery sessions, tailor onboarding plans, migrate data, and train users to maximize value from Bonterra software. You will also... 
    Remote job

    Bonterra

    Wisconsin
    4 days ago
  •  ...testing, training, defining support procedures  Lead workshops for client education  Conduct...  ...; Milwaukee, 790 N Milwaukee St, Corp; Dallas, 5205 N OConnor Las Colinas, Corp; Columbus...  ..., 1400 W 10th Street, Corp; Oklahoma City, 525 NW 11th St, Corp; Austin, 323 Congress... 
    Full time
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Milwaukee, WI
    4 days ago
  • $130k - $140k

     ...Groups in McKinney, Texas, seeks an Analytics Architect in the Dallas area to lead the development and delivery of business intelligence...  ...enterprise health system in the Dallas area. The role offers hybrid work in Dallas, Texas, and a salary of $130,000-$140,000. #J... 

    Orion Groups

    Wisconsin
    4 days ago
  • Campus is seeking an Admissions Team Lead to guide 7-10 Admissions Counselors, drive enrollment goals, and uphold the...  ...quality and trends while partnering with leadership to onboard new counselors. This is a hybrid role with in-person collaborative work on Tue-Thu and remote... 
    Remote work

    Campus

    Wisconsin
    2 days ago
  • Capco is seeking an experienced Project Manager to lead client-focused projects across the financial services and energy sectors in Dallas (Hybrid). You will drive planning, execution, risk management, and stakeholder communications to ensure on-time delivery within scope... 

    Capco

    Wisconsin
    1 day ago
  • Royal Society of Medicine is seeking a Membership Experience Lead to drive exceptional member journeys across onboarding, engagement and retention. This full-time, permanent role operates in a hybrid model with 2-3 days in the office, reporting to the Membership Manager... 
    Permanent employment
    Full time
    Work at office

    Royal Society of Medicine - Sports & Exercise Medicine Secti...

    Oregon, WI
    4 days ago
  •  ...client or the firm. Advise Private Wealth Advisors (PWAs) on how to communicate and address...  ...United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami, Philadelphia...  ...serve to grow. Founded in 1869, we are a leading global investment banking, securities and... 
    Work at office

    The Goldman Sachs Group

    Wisconsin
    9 hours ago
  •  ...monitoring platform, is hiring its first U.S. HR hire based in Dallas, TX, to build and scale the Dozee team stateside — partnering with...  ...heads and the Director - HR to hire right people and onboard them effectively. This builder role is not a back-office job. You... 
    Remote work

    Dozee

    Wisconsin
    3 days ago
  •  ...associates to join the Finance & Transactions team in Chicago, New York, Dallas, or Washington, DC. You will work closely with shareholders and...  ...law firm, a JD, and admission in IL/NY/TX/DC. The firm offers a hybrid policy with three days in-office and two days remote, plus a... 
    Work at office
    Remote work

    Vedder Price

    Wisconsin
    2 days ago
  • $72.25k - $85k

    Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families...  ...serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in...  ...assumed up to 20% of the time. #LI-Hybrid Actual base pay within this range will be... 
    Temporary work
    Work at office
    Local area
    Home office
    Monday to Friday
    Flexible hours

    Merceradvisors

    Wisconsin
    1 day ago
  • $310k - $360k

     ...Finance associates to join the Finance & Transactions team in our Dallas office. Our cohesive and collaborative team has a diverse and...  ...compensation and benefits structure is competitive. We offer a hybrid work policy with three days a week in-office attendance and two... 
    Summer work
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    Vedder

    Wisconsin
    9 hours ago
  • Accenture is a leading solutions and services company that helps the...  ...efforts for new opportunities.Hybrid Working Model, travel to client...  ..., 790 N Milwaukee St, Corp; Dallas, 5205 N OConnor Las Colinas, Corp...  ...W 10th Street, Corp; Oklahoma City, 525 NW 11th St, Corp; Austin,... 
    Full time
    Work experience placement
    Live in
    Work at office
    Local area
    Remote work

    Accenture

    Milwaukee, WI
    3 days ago
  •  ...position is in a private office. Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office...  ...be required to come to meetings as needed. WORK LOCATION 16000 Dallas Pkwy., Ste. 125 Dallas, Texas 75248 EQUAL OPPORTUNITY EMPLOYER Equal... 
    Full time
    Temporary work
    Bank staff
    Local area
    Remote work
    Home office

    SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION

    Wisconsin
    4 days ago
  • $26.35 - $35.65 per hour

     ...WI; Madison, WI; Minneapolis, MN. The Senior Financial Aid Advisor - Team Lead supports Herzing University's mission through...  ...responding to staff questions, leading projects, and assisting with onboarding new team members. Dedication to continuous improvement especially... 
    Hourly pay
    Work experience placement
    Work at office
    Monday to Friday
    Night shift

    Herzing University

    Kenosha, WI
    19 hours ago
  • SCS Focus Partners Family Office and OCIO in Dallas, TX seeks a Vice President to join the client advisory team serving ultra-high-net-worth clients. You will oversee investment plans, prepare meetings, and communicate sophisticated wealth topics with clarity. The ideal... 
    Work at office

    LE0219 SCS Capital Management LLC

    Wisconsin
    2 days ago
  •  ...subsidiary of Orrick, Herrington & Sutcliffe LLP, is seeking a Public Finance Compliance Consultant to join our team. Based in Dallas with remote/hybrid options, this role focuses on arbitrage rebate compliance and continuing disclosure for municipal finance clients. During... 
    Remote job
    Work at office
    2 days per week

    Orrick Herrington & Suttcliffe

    Wisconsin
    3 days ago
  • Audit Data Search, Inc. is seeking an IT Audit Manager to join our client’s growing team in Dallas. This is a hybrid role requiring in-office presence and remote work. You will lead automation and data analytics initiatives across risk and controls, mentor staff, and... 
    Work at office
    Remote work

    Audit Data Search, Inc.

    Wisconsin
    3 days ago
  •  ...Management Association is seeking a highly engaged Member Relations Advisor to serve as a trusted resource for current and prospective...  ...build long-term partnerships in a collaborative setting. This hybrid role blends office work with virtual and in-person member interactions... 
    Work at office

    MRA-The Management Association

    Pewaukee, WI
    4 days ago
  • MRA - The Management Association seeks a Member Relations Advisor to serve as a trusted resource for current and prospective members....  ...partnerships in a fast-paced, collaborative environment. This flexible, hybrid role covers a territory including Waukesha and surrounding... 
    Flexible hours

    MRA - The Management Association

    Waukesha, WI
    3 days ago
  • $104.2k - $156.3k

     ...top place to work: TruStage awards and recognitionJob Purpose:The Lead, L&D Program Mgmt & Delivery Specialist delivers and administers...  ...and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens... 
    Full time
    Work experience placement
    Flexible hours

    TruStage Financial Group

    Madison, WI
    4 days ago
  •  ...Demonstrates strong self-awareness, authenticity, and the ability to lead through complexity.Core Functional Responsibilities:Lead design,...  ...and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens... 
    Full time
    Work experience placement
    Relocation package
    Flexible hours

    TruStage Financial Group

    Madison, WI
    2 days ago
  • $104.2k - $156.3k

     ...Communicates findings effectively to customers and management. Leads complex analyses and uses them to influence business decisions made...  ...and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens... 
    Full time
    Flexible hours

    TruStage Financial Group

    Madison, WI
    1 day ago
  •  ...reentry. You will collaborate with the Wisconsin Department of Corrections, employers, and community partners to create individualized employment plans and facilitate education and training linkages, with hybrid work eligibility. #J-18808-Ljbffr Workforce Connections, Inc.

    Workforce Connections, Inc.

    New Lisbon, WI
    4 days ago
  • Location: Dallas -DAL Pay Transparency Salary Range: Not Available Application Deadline: 09/02/2026 BOK Financial Corporation Group includes...  ...our clients and each other. Join us as a Personal Banker Team Lead and kickstart your career with our industry-leading Banking... 

    BOK Financial

    Wisconsin
    4 days ago
  • Redgate Software is seeking an Onboarding Manager to ensure new customers realize value quickly by delivering an exceptional onboarding experience and removing blockers. You will partner with business and technical stakeholders, oversee onboarding plans, and collaborate... 

    Redgate Software

    Wisconsin
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Advisor Onboarding Lead - Hybrid (Dallas/Culver City). Be the first to apply!