Altruist

Advisor Onboarding Program Lead, Enterprise

Altruist · Dallas, TX

Posted 26 days ago

or apply directly on Altruist's site. We never take the application ourselves.

Is this posting real?

This role has been open
26 days
Altruist's roles stay open a median of 36 days
Reposted
No
Salary listed
No
10% of Altruist's roles list one
Ghost-job risk at Altruist
high
33 stale, 0 reposted of 81 open
Hiring momentum
98 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-09-17

Measured from postings appearing on and disappearing from Altruist's own greenhouse board since 2026-08-03. Full hiring picture for Altruist.

About this role

The Advisor Onboarding Program Lead, Enterprise will oversee the onboarding process for Altruist's largest and most complex clients, ensuring a smooth transition from sales to operational readiness. This role involves defining standards and playbooks for onboarding while managing multiple stakeholders and maintaining high engagement levels with clients. The position requires a deep understanding of how large advisory firms operate and the ability to navigate complex transitions effectively.

Our read on this posting3.4out of 5
benefits
4/5
freshness
4/5
career value
4/5
role clarity
5/5
pay transparency
0/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Altruist as an employer.

What you need

  • 7+ years in implementation, onboarding, transitions, or solutions consulting within financial services
  • FINRA Series 7 and 63 required
  • Consultative depth on how large advisory firms and platforms operate
  • Experience leading complex, multi-stakeholder implementations for enterprise clients
  • Strong project management instincts
  • Executive presence and exemplary communication skills

What you get

  • Competitive total compensation
  • Premium healthcare, dental, and vision insurance plans
  • 401k savings plan with a 4% match and immediate vesting
  • 16 week paid parental leave after one year of employment
  • Professional growth and development opportunities
  • Company perks program

Worth weighing

  • Hybrid position requiring 3 days per week in the office
  • Role may evolve into people leadership based on business needs
  • No specific salary listed; compensation is determined by various factors
  • The onboarding model is rapidly scaling, indicating a fast-paced environment

Summarised from Altruist's posting. Read the full original.

Listed by Altruist on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.

More roles at Altruist

All 81 open roles at Altruist

Apply to an Advisor Onboarding Program Lead, Enterprise position at Altruist - Jobs near me at Dallas, TX