PitchMeAI Jobs
Altruist

Advisor Onboarding Program Lead, Enterprise

Altruist · Dallas, TX

Posted about 2 months ago

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

Is this posting real?

This role has been open
63 days
Altruist's roles stay open a median of 74 days
Reposted
No
Salary listed
No
10% of Altruist's roles list one
Ghost-job risk at Altruist
high
77 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
2026-10-24

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 2026-10-24. PitchMeAI is not the employer.

More roles at Altruist

All 81 open roles at Altruist →