Advisor Onboarding Specialist id-1893
Job Description
Altruist is the modern custodian built exclusively for independent financial advisors that combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing - all in one streamlined solution. Financial advisors across the U.S. have partnered with Altruist to reduce costs, save time, grow their business, and provide better outcomes for their clients. Our mission is to make financial advice better, more affordable, and accessible to everyone - butwe can't do it alone. We're seeking exceptional talent to join our team. That's where you come in!
If you're passionate about challenging the status quo and making a meaningful impact in the financial advice industry, we'd love to meet you!
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But first, our values
Kindness - Kindness doesn't just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.
Brilliance - Humility is the skill we're most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.
Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it's hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.
About the position
We're seeking a highly experienced Onboarding Specialist dedicated to making the transition to Altruist brokerage as seamless as possible, helping to drive high satisfaction, adoption, and retention for enterprise-level firms. Experience in both operations and service of financial institutions will be a significant advantage. As the subject matter expert on Altruist's core product offering, operational processes, and best practices, Onboarding Specialists must be adept at incorporating both strategic and tactical layers into their onboarding strategy to develop a trusting partnership with advisors and create a plan for moving their committed business to Altruist and getting the most out of the platform.
What you'll do
- Lead and optimize onboarding strategies for large-scale enterprise firms
- Work with senior executives and stakeholders to customize enterprise-level onboarding solutions leveraging Altruist resources for a white-glove onboarding experience
- Serve as a trusted partner by utilizing expertise in the RIA industry and acquiring in-depth in-depth knowledge of Altruist products and operations
- Tailor approach to meet each customer's specific needs; gain familiarity with all stakeholders and full staff
- Connect dots across Sales, Customer Success, Operations, Product, Engineering, and Compliance teams to optimize migration experience
- Ensure a timely and efficient migration of committed assets
- Create and execute personalized training for key features of the Altruist platform; meet the training needs of the various enterprise stakeholders and staff
- Strengthen customer relationships in partnership with Sales counterparts; work to deeply understand customer goals and pain points
- Anticipate customer questions; flag issues and risks early; escalate and pull in subject matter experts as needed to strategize the best approach to a resolution
- Create a sense of calm and trust throughout the transition experience
- Manage multiple concurrent migrations of varying complexity
- Contribute to the 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 a similar enterprise B2B role with 5+ years of experience in the financial services industry and a deep knowledge of the Registered Investment Advisor landscape to address their unique challenges, drive continuous improvement, and deepen relationships through value-added onboarding support
- FINRA Series 7 and Series 63 licensed (required)
- Proficient with core customer success tools (e.g., Salesforce, Google Apps, MS Excel)
- Proven track record in managing complex onboarding processes for large, complex RIAs to ensure successful outcomes and drive loyalty
- Successful track record of project managing complex enterprise onboarding efforts
- Ability to correlate customer pain points and needs to Altruist business value
- A creative problem solver with expertise in product development, the wealth management industry, and larger RIAs
- High emotional intelligence; ability to build trust quickly, prioritizes the personal touch
- Demonstrates executive-level presence and excels in communication, presentation, and active listening skills
- Flexible mindset and ability to rapidly adapt to new demands and challenges
- Adaptable in handling frequent changes, delays, and unforeseen events, while effectively communicating throughout
- Sense of urgency and bias to action without losing track of the details
- Team mindset focused on setting each other up for success; low ego
Los Angeles, CA salary range
$79,000-$113,000 USD
What we bring
Attracting and retaining top-tier talent is a priority. We are proud of the culture we've built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.
- A hybrid work schedule to promote strong, in-person collaboration and a healthy work-life-balance.
- Stunning, amenity-filled office spaces in Culver City, CA and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity. Employees get to enjoy free parking and EV charging, cold-brew and kombucha on tap, a fully stocked pantry with snacks, etc.
- Competitive salary and equity packages
- Premium healthcare, dental, and vision insurance plans
- 401k savings plan with matching contributions and immediate vesting
- Flexible PTO so you can satisfy your passions outside of work
- Generous paid parental leave
- Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee
- Physical and emotional wellness programs that nurture both your mind and body
- Company perks program (includes discounts on pet insurance, fitness, cell phone plans, entertainment and travel, etc.)
- Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.)
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.
