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Altruist

Advisor Onboarding Program Lead, Enterprise

Altruist · Los Angeles, CA

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 at Altruist will oversee the onboarding experience for large financial firms, ensuring a smooth transition from sales handoff to operational readiness. This role involves defining standards, creating tailored engagement plans, and leading complex implementations while collaborating closely with various stakeholders. The position requires a deep understanding of how large advisory firms operate and the ability to manage multiple engagements simultaneously.

Our read on this posting3.6out of 5
benefits
5/5
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 actually run
  • Demonstrated experience leading complex, multi-stakeholder implementations for enterprise or institutional clients
  • Strong project management instincts
  • Executive presence and exemplary written, verbal, and facilitation skills

What you get

  • Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX
  • 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

Worth weighing

  • Hybrid position with 3 days per week in the Dallas/Culver City office
  • Role may evolve into people leadership based on business needs
  • No specific salary listed, compensation determined by various factors

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.

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