Advisor Onboarding Specialist
Core
Own the end-to-end transition of advisory firms onto the Altruist AI platform, ensuring successful migration of assets and client onboarding.
Role type
Senior Implementation Specialist (Financial Services)
Builds
Production onboarding workflows for wealth management firms
Domain
Wealth Management / Financial Services
Deliverable
Production ML models | product features
Required skills
Project management, cross-functional leadership, stakeholder management, process documentation, training delivery, critical thinking, problem-solving, organization, prioritization, emotional intelligence, curiosity
Preferred skills
Understanding of independent wealth management industry (RIAs), custodial transitions, FINRA Series 7 and 63 licensing, experience with Salesforce, Google Workspace, MS Excel
Technologies
Salesforce, Google Workspace, MS Excel
Responsibilities
Run structured discovery and tailor implementation plans; lead cross-functional efforts across Sales, CS, Ops, Product, Engineering, and Compliance; train advisory teams on platform workflows; report transition health weekly; document core areas (advisor experience, client experience, account opening, funding, trading, fee billing, reporting/integrations); feed implementation learnings back into playbooks and training materials.
Seniority
Senior, hands-on IC
