Advisor Onboarding Specialist

What you’ll do

• 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
• Take ownership of the firm relationship when Sales hands off, so the transition feels like a continuation of the same team rather than a restart
• Orient the firm to how support and service work at Altruist early, so they know where to go before the first issue lands
• 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
• Train to the firm's workflows rather than the feature list, and surface known friction before advisors run into it
• Get curious about what a firm is actually trying to accomplish, not just what they literally asked for
• Stay transparent and solution-focused when the answer isn't clean: work it through with them, park what would derail a session, and own the open items either way
• 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

What you’ll bring

• 4+ years of experience in implementation, onboarding, transitions, or client-facing operations; B2B financial services strongly preferred
• FINRA Series 7 and 63 licensed (required)
• Deep understanding of the independent wealth management industry — how RIAs operate, how custodial transitions work, and where they break down
• Demonstrated project management skills across multiple concurrent client implementations
• Executive presence: credible with firm principals and COOs, not only with their operations team
• Ability to influence cross-functional teams without direct authority
• Critical thinking and problem-solving; sound judgment where documented process doesn't exist yet
• Exceptional organization and prioritization; holds a high standard of execution through ambiguity and shifting timelines
• Exemplary written, verbal, presentation, and active listening skills; concise and composed under pressure
• High emotional intelligence; builds trust quickly and creates a sense of calm through a demanding transition
• Curiosity and a continuous improvement mindset; spots process gaps and automation opportunities and acts on them
• Proficient with core customer success tools (e.g., Salesforce, Google Workspace, MS Excel)
• Team mindset focused on setting each other up for success; low ego