Hybrid Wealth-Platform Onboarding Specialist
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. This is the highest-stakes moment in the advisor relationship, and every interaction in the transition reinforces or undermines it. You'll own implementations end to end — running discovery, building and driving the plan, holding both the firm and internal teams to milestones, and leading the training that makes an #J-18808-Ljbffr Altruist
Vacancy posted 3 days ago
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