Advisor Onboarding Specialist
Confirmed live in the last 24 hours

501-1,000 employees

Integrated platform for independent financial advisors offering account
Company Overview
Altruist is a modern custodian for RIAs that combines essential technology with excellent customer service, enabling advisors to efficiently manage their practices. The company's intuitive software streamlines account opening, trading, reporting, and billing processes, making it a preferred choice for over 1,800 independent advisors. Altruist's commitment to transparency and conflict of interest disclosures, as evidenced by their detailed testimonial disclaimers, further underscores their industry leadership and dedication to ethical business practices.

Company Stage

Series D

Total Funding





Culver City, California

Growth & Insights

6 month growth


1 year growth


2 year growth

Los Angeles, CA, USA
Experience Level
Desired Skills
Sales & Account Management
  • 3+ years of experience in similar role; B2B, financial services strongly preferred
  • FINRA Series 7 and Series 66 or 63 licensed (required)
  • Deep understanding of the independent wealth management industry
  • Proficient with core customer success tools (e.g., Salesforce, Google Apps, MS Excel)
  • Ability to correlate customer pain points and needs to Altruist business value
  • High emotional intelligence; ability to build trust quickly, prioritizes the personal touch
  • Exemplary written, verbal, presentation, and active listening skills
  • Flexible mindset and ability to rapidly adapt to new demands and challenges
  • Able to deal with frequent change, delays, or unexpected events
  • Sense of urgency and bias to action without losing track of the details
  • Tenaciously solutions-oriented
  • Team mindset focused on setting each other up for success; low ego
  • Ensure a timely and efficient migration of committed assets, reduce the time to first value
  • Act as a trusted advisor leveraging deep Altruist product and operations knowledge
  • Train customers on key features of the Altruist platform
  • Tailor approach to meet each customer's specific needs; gain familiarity with full staff
  • Strengthen customer relationship in partnership with Sales counterpart; work to deeply understand customer goals and pain points
  • Connect dots across Sales, Customer Success, Operations, Product, Engineering, and Compliance teams to optimize and expedite migration experience
  • Anticipate advisor questions; flag issues and risks early; escalate and pull in subject matter experts as needed to strategize best approach to resolution
  • Create a sense of calm and trust throughout the transition experience
  • Manage multiple concurrent migrations of varying complexity
  • Contribute to 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