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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. You’ll own your implementations end to end — running discovery, building and driving the plan, holding both the firm and our internal teams to the milestones, and leading the training that makes an advisory team fluent on the platform. Credibility here comes from understanding how advisory firms operate, not only how the software works.

This is a hybrid position with 3 days per week in the Dallas or Culver City office.

Own the delivery of client implementations from post-sale through launch, migrating committed assets on plan and accelerating time-to-value

Develop and maintain detailed implementation plans, managing timelines, dependencies, risks, and stakeholder expectations throughout each engagement

Lead cross-functional implementation efforts across Sales, Customer Success, Operations, Product, Engineering, and Compliance, driving accountability and removing obstacles

Run structured discovery before kickoff, then tailor the plan and the training to how this firm actually operates

Run a weekly cadence that reports transition health — risks, owners, and next steps — not just activity

Cover all seven core areas thoroughly and document them as you go: advisor experience, client experience, account opening, funding, trading, fee billing, and reporting/integrations

Set up the steady-state relationship well before you roll off, with escalation paths and open items documented

Bring implementation friction and product gaps back to Product and Operations with enough specificity to act on

Feed what you learn from each implementation back into the playbooks, templates, and training so the next engagement runs better than the last

4+ years of experience in implementation, onboarding, transitions, or client-facing operations; B2B financial services strongly preferred

Demonstrated project management skills across multiple concurrent client implementations

Executive presence: credible with firm principals and COOs, not only with their operations team

sound judgment where documented process doesn’t exist yet

holds a high standard of execution through ambiguity and shifting timelines

High emotional intelligence; Proficient with core customer success tools (e.g., Salesforce, Google Workspace, MS Excel)

We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. A hybrid work schedule for most positions to promote strong, in-person collaboration.

Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. 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.

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. 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.

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.