Onboarding & Implementation Lead, Wealth Advisory Tech
Altruist
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 #J-18808-Ljbffr Altruist
Vacancy posted 2 days ago
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