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Altruist
Los Angeles, CA
Source: Altruist careers · View original posting
From Altruist's posting. “We” and “our” refer to the employer.
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. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!
But first, our values
Kindness
Brilliance
Grit
We're looking for an Onboarding Specialist to own the transition of advisory firms onto Altruist — from post-sale handoff through a launched, self-sufficient firm. This is the highest-stakes moment in the advisor relationship. The firm has already committed, and every interaction in the transition either reinforces that decision or quietly undermines it.
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.
Please note: This is a hybrid position with 3 days per week in the Dallas or Culver City office
Los Angeles, CA salary range
$79,000 — $113,000 USD
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
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