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 3 days ago
Similar jobs that could be interesting for youBased on the Onboarding & Implementation Lead, Wealth Advisory Tech in Los Angeles, CA vacancy
- Altruist is transforming wealth management with an AI platform and seeks an Onboarding Specialist in the Los Angeles area to... ...from post-sale to launch. You’ll lead end-to-end implementations, drive plans, meet milestones, and train advisory teams to fluency on the...Implementation
- EP Wealth Advisors, LLC is seeking a Senior Client Relationship Associate to partner with our wealth advisory, planning, and internal support teams. You will focus on client satisfaction... ...Planning to meet service levels, onboarding, and accurate client reporting. Strong...Suggested
$87k - $153k
DOMAIN ADVISORY EXECUTION LEADWHAT IS THE OPPORTUNITY?Data is a critical asset which can be used to fuel... ...data to build long term business advantage. The Lead will work with the data domains and business lines to implement the data domain model and champion the Axon/Collibra...ImplementationWork at officeRemote workCity National Bank
Los Angeles, CA4 days ago- ...Environmental Transportation Growth Lead to join our dynamic team in... ...the development and implementation of a recruitment plan to support... ...attend an in-person Day 1 onboarding at an AECOM office location... ...the project lifecycle - from advisory, planning, design and...ImplementationContract workWork at officeLocal areaWorldwideFlexible hours
AECOM
Los Angeles, CA2 days ago - ...seeking a District Partnership Specialist to support districts in the Greater Los Angeles Area. You will guide districts through IXL implementation, deliver professional development, and work with district leaders to monitor progress and plan next steps. The role requires a...ImplementationRemote jobFull time
- ...governance, program management discipline, escalation handling, and risk monitoring in multi-workstream transformations and enterprise implementations. The role engages with Program Execs and delivery teams, building governance structures, monitoring risk, coaching through #J-...Implementation
$185k - $245k
...representative of the Credit Risk org, leading the charge on refining our... ..., with clear pre- and post-implementation evaluation. Partner cross-... ...for health, wellness and tech spending, and benefits (... ...invited to attend an in-person onboarding experience. Benefits...ImplementationWork at officeRemote workFlexible hoursShift work- ...Job Description Job Description Team Lead, MSP Field Services - Employment... ...complex technical needs and multi-site onboarding initiatives while maintaining clear communication... .... Coordinate technology onboarding, implementations, and related support activities across...ImplementationFull timeLocal areaMonday to FridayFlexible hoursNight shiftWeekend work
DAS Health
Los Angeles, CA10 days ago - ...and advice.As the Regional Support Lead in Consumer Bank, you will support... ...partners across Consumer Banking and Wealth Management to identify and implement best practices for optimal... ...performance and development through onboarding and training, workshops in the field...Implementation
JP Morgan Chase
Los Angeles, CA4 days ago $145k
Who We Are FTI Consulting is the leading global expert firm for organizations facing... ...protection assessments, privacy technology implementation, and data governance, across all major... ...lead and execute privacy consulting or advisory engagements across service areas...ImplementationFull timeWork at office- ...multi-trillion dollar wealth management industry by... ...We're looking for an Onboarding Specialist to own the transition of advisory firms onto Altruist —... ...undermines it. You'll own your implementations end to end — running... ...the milestones, and leading the training that...ImplementationWork at officeImmediate startShift work3 days per week
Altruist
Los Angeles, CA2 days ago $120k - $300k
...Manhattan West") is a seeking Wealth Advisor to join our Private... ...to existing and newly onboarded clients Proactively engage in... ...worth client base for the firm Implementation of financial plans including... ...years experience within wealth advisory services with demonstrated...ImplementationFull timeLocal areaRemote work$60k - $125k
...the pinnacle of global wealth management. Goldman... ...clients and customers, and leading‑edge technology, data... ...the intricate onboarding of new client relationships... ...movements, portfolio implementations and leverage your... ...for wealth advisory services for clients...ImplementationWork at office$142k - $214k
...other digital services.We are looking for a Lead, Program Management to join Snap Inc.’s... ...excellence. Through defining, implementing and managing the SMC operational structures... ...with Ad SalesFamiliarity in working with Ad tech, media, or digital industrySales mindset...ImplementationFull timeLive inWork at officeLocal areaSnap
Los Angeles, CA14 hours ago$113.1k - $160k
...for an Enterprise Strategic Initiatives Lead to serve as a force multiplier for our... ...opportunity identification through scaled implementation.• Financial Performance: Develop and... ...including support for the interview or onboarding process, please visit for more information...ImplementationWork at officeLocal areaFlexible hoursAmazon
Santa Monica, CA3 days ago$141k - $278k
Position Summary Salesforce Life Sciences Lead Technical ArchitectOur Deloitte Sales & Service team empowers organizations... ...own solution architecture for Salesforce Life Sciences Cloud implementations focused on Patient Services and Customer Engagement. You will...ImplementationWork experience placementLocal areaDeloitte
Los Angeles, CA1 day ago- Synstack Technologies in Los Angeles seeks an experienced Technical Program Manager to lead the delivery of a large-scale Oracle ERP Cloud implementation. The TPM will own program planning, governance and execution, with responsibility for risk, scope, schedule, and successful...Implementation
- ...markets. We are seeking an energy planning lead to take a leading role in project... ...meaningfully engaged with a range of energy advisory projects, including Energy master... ...planning projects from concept through implementation strategy Strong client-facing experience...ImplementationFor contractors
Jacobs
Los Angeles, CA3 days ago $141.2k - $278.3k
Position Summary Lead Architect with Agentic AI Experience, AI & Engineering/Engineering... ...enterprise applications. Develop and implement strategies for model deployment,... ...client’s needs, offering engineering-led advisory, implementation, and operational capabilities...ImplementationWork at officeLocal areaVisa sponsorshipFlexible hoursShift workDeloitte
Los Angeles, CA1 day ago$30 per hour
...Opensity Solutions is the largest tech‑enabled managed services organization serving leading law firms, financial... ...operational platforms, automation and advisory services that enable clients to... ...teams. Assist management with onboarding and training of new hospitality...Hourly payWork at officeMonday to FridayShift work- ...The Wealth Manager is a vital collaborative role within our wealth solutions team. Working closely with our Wealth Advisors... ...seamless execution of plan designs including but not limited to onboarding, implementation, and general account maintenance. • Works with the client...ImplementationWork at officeRemote work
CivicMinds, Inc
Los Angeles, CA3 days ago - ...Partnerships & Insights Senior Lead to serve as a strategic... ...measurement strategy by vetting, onboarding, and managing relationships with... ...data pipelines, clean room implementations, and AI/ML productivity tools... ...understanding of ad-tech infrastructure (serving, targeting...ImplementationContract workShift work
$200k - $336k
Principal | Digital Advisory LeaderBuro Happold values an individual's flexible approaches to working patterns as an important part of how... ...for an exceptional Digital Advisory Leader to establish, lead, and grow our US Digital Advisory practice. This is a unique opportunity...Permanent employmentContract workSummer workFlexible hoursBuroHappold Engineering
Los Angeles, CA14 hours ago$200k - $270k
...world by combining world class services, advisory and technology for our clients. We are... ...successful candidate will recruit, develop, and lead a team of strategists and analysts -... ...teamsProven track record developing and implementing portfolio strategies for clients with...Full timeLocal areaJones Lang LaSalle
Los Angeles, CA1 day ago$141.2k - $278.3k
Position Summary Lead Solution Architect - AI & Engineering/EaasJoin Deloitte’... ...teams to shape solution strategy, guide implementation, and deliver business outcomes at scale... ...client’s needs, offering engineering-led advisory, implementation, and operational capabilities...ImplementationLocal areaFlexible hoursDeloitte
Los Angeles, CA2 days ago- ...Space is seeking a Corporate Controller based in Los Angeles to lead the accounting function during a period of growth, owning the... ...mentor a high-performing accounting organization, drive ERP implementation across GL, AP, AR, inventory, costing, #J-18808-Ljbffr Observable...Implementation
$131.01k - $251.97k
The KPMG Advisory practice is at the forefront of transformation,... ...number one priority. With a wealth of learning and career development... ...training facility, and leading market tools, we help our... ...support to clients, including implementation assistance with new accounting...ImplementationH1bLocal areaKPMG
Los Angeles, CA4 days ago$185k - $210k
...medical/scientific community including advisory boards. Conduct pre-launch KOL profiling... ...new and existing products. Supports implementation team as needed. Identify, attend and report... ...improving the lives of patients and leading innovation within the healthcare industry...ImplementationFull timeLocal areaNight shift$141.9k - $190.3k
...targeting is that good. We are looking for a Lead Analyst, Marketing Data Product to join... ...in Data Engineering/Analytics, Ad Tech/Media Analytics, or technical Product Management... ...of digital ad serving, tracking, and implementation Experience with Spark and big data...ImplementationWork experience placementSummer workDisney Interactive
Burbank, CA4 days ago$75k - $90k
...and home-care networks. We are backed by leading healthcare and AI investors and... ...About the role As Circadia's Customer Onboarding Specialist, you'll be part of the GTM team... ...and go-live. This role manages multiple implementations at once and helps refine our onboarding...ImplementationFull timeContract workWork at officeRemote workShift workCircadia Health
Los Angeles, CA12 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Onboarding & Implementation Lead, Wealth Advisory Tech. Be the first to apply!
Related searches
- saas implementation Los Angeles, CA
- implementation coordinator Los Angeles, CA
- implementation Los Angeles, CA
- implementation support engineer Los Angeles, CA
- director of implementation Los Angeles, CA
- vice president implementation Los Angeles, CA
- senior implementation engineer Los Angeles, CA
- implementation engineer Los Angeles, CA
- erp implementation Los Angeles, CA
- network implementation engineer Los Angeles, CA