or apply directly on Altruist's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 77 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
As an Advisor Onboarding Specialist at Altruist, you will manage the transition of advisory firms onto the platform, ensuring a smooth post-sale handoff and successful launch. Your role involves developing implementation plans, leading cross-functional efforts, and training advisory teams to effectively use the platform. You will also be responsible for maintaining strong relationships with clients and documenting processes to improve future implementations.
- benefits
- 5/5
- freshness
- 1/5
- 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
- 4+ years of experience in implementation, onboarding, transitions, or client-facing operations; B2B financial services strongly preferred
- FINRA Series 7 and 63 licensed
- Deep understanding of the independent wealth management industry
- Demonstrated project management skills across multiple concurrent client implementations
- Ability to influence cross-functional teams without direct authority
- Exceptional organization and prioritization skills
What you get
- Competitive total compensation
- Premium healthcare, dental, and vision insurance plans (HMO and PPO)
- 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 Dallas or Culver City office
- No specific mention of the technology stack used
- Salary range provided, but no specific benefits breakdown for the role
- Emphasis on emotional intelligence and relationship management may indicate a high-stress environment during transitions
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.
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