Advisor Onboarding Specialist



Los Angeles, CA, USA
Posted on Tuesday, August 15, 2023

About Altruist

Altruist is a fast growing fintech company that's transforming the financial advice industry. Our mission is to make financial advice better, more affordable, and accessible to everyone. We’re a modern custodian built exclusively for registered investment advisors (RIAs). As we disrupt legacy custodians and revolutionize the $100T RIA market, we're seeking exceptional individuals to join our team. If you embody our core values of kindness, brilliance, and grit, and are passionate about making a meaningful impact, we want to hear from you!

We’re looking for an Onboarding Specialist dedicated to making the transition to Altruist brokerage as seamless as possible, helping to drive high satisfaction, adoption, and retention. As the subject matter expert on Altruist’s core product offering and operational processes and best practices, Onboarding Specialists will develop a trusting partnership with advisors and create a strategy for moving their entire book of business to Altruist and getting the most out of the platform, including facilitating in-depth training as needed.

What you’ll do

  • Ensure a timely and efficient migration of committed assets, reduce the time to first value
  • Act as a trusted advisor leveraging deep Altruist product and operations knowledge
  • Train customers on key features of the Altruist platform
  • Tailor approach to meet each customer’s specific needs; gain familiarity with full staff
  • Strengthen customer relationship in partnership with Sales counterpart; work to deeply understand customer goals and pain points
  • Connect dots across Sales, Customer Success, Operations, Product, Engineering, and Compliance teams to optimize and expedite migration experience
  • Anticipate advisor questions; flag issues and risks early; escalate and pull in subject matter experts as needed to strategize best approach to resolution
  • Create a sense of calm and trust throughout the transition experience
  • Manage multiple concurrent migrations of varying complexity
  • Contribute to creation and maintenance of onboarding collateral and artifacts
  • Champion customer needs internally to help prioritize product roadmap decisions
  • Identify opportunities to improve team efficiency and morale
  • Move seamlessly between migration efforts, project work, and other related duties

What you’ll bring

  • 3+ years of experience in similar role; B2B, financial services strongly preferred
  • FINRA Series 7 and Series 66 or 63 licensed (required)
  • Deep understanding of the independent wealth management industry
  • Proficient with core customer success tools (e.g., Salesforce, Google Apps, MS Excel)
  • Ability to correlate customer pain points and needs to Altruist business value
  • High emotional intelligence; ability to build trust quickly, prioritizes the personal touch
  • Exemplary written, verbal, presentation, and active listening skills
  • Flexible mindset and ability to rapidly adapt to new demands and challenges
  • Able to deal with frequent change, delays, or unexpected events
  • Sense of urgency and bias to action without losing track of the details
  • Tenaciously solutions-oriented
  • Team mindset focused on setting each other up for success; low ego
Los Angeles, CA salary range
$79,000$119,000 USD


  • Competitive salary and stock options
  • Premium Healthcare, Dental, and Vision insurance plans
  • Generous paid parental leave
  • 401(k) savings plan with matching contributions
  • Flexible paid time off

Total compensation includes a competitive benefits package along with equity in the form of Stock Options (ISOs). 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. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. 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.

Don’t meet every single requirement? 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. You may be just the right candidate for this or other roles.