Altruist
Onboarding Program Lead, Corporate RIA
San Francisco, CA
Sponsorship not specifiedDetected 5 days ago
SalesOnboardingCustomer SuccessLeadershipCommunicationCollaboration
About the role
- Corporate RIA firms typically move their entire book in a single, concentrated wave rather than in phases, and advisors coming from this environment bring service expectations shaped by more traditional platforms.
- This role calls for someone who can bring Altruist's technology-first approach to these transitions while also delivering the hands-on, consistent experience these advisors expect from start to finish.
- As the Corporate RIA segment grows, this position - and the team supporting it - will evolve too.
Responsibilities
- Own end-to-end onboarding for a caseload of Corporate RIA transitions, typically single-wave moves of highly concentrated books, rather than phased onboarding
- Own the ongoing evolution of Corporate RIA onboarding playbooks and milestones as the offering matures - adapting what exists today rather than starting from scratch
- Act as the ongoing escalation point for Corporate RIA firms after they move to steady-state support
- Partner with Compliance and Operations on segment-specific onboarding requirements (supervision, U4/U5 timing, licensing, high-volume account opening), with enough fluency to spot issues early and escalate effectively
- Own execution of onboarding workflow and process improvements that don't require Product or Engineering support, and give hands-on feedback on tools, product offering, and workflows that do
- Take the lead on creation and maintenance of Corporate RIA onboarding collateral, journey documentation, and training materials in partnership with Marketing, Customer Success Enablement, Sales Enablement, and similar teams as applicable
- You should be comfortable operating without a fully mature playbook and want to help build the one that doesn't exist yet.
- Proven ability to manage high-volume, single-wave transitions, not just phased onboarding
- Comfort operating in an ambiguous, still-forming environment - building the playbook as you go rather than executing an established one
- High emotional intelligence and the ability to build trust quickly with advisors used to a more high-touch service model
Requirements
- 7+ years of experience in onboarding, implementation, or transitions management within financial services
- 3+ years specifically in corporate RIA, breakaway advisor, or wirehouse transition environments
- Track record of setting clear processes across teams that don't report to you
- FINRA Series 7 and 63 required; Series 24 is a strong plus
Nice to have
- FINRA Series 7 and 63 required
- Series 24 is a strong plus
Skills
- About Altruist
- Kindness - Kindness doesn't just equal niceness.
Compensation
- Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
Benefits
- Competitive pay and equity for eligible positions.
- 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.
- Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).
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This listing is sourced directly from Altruist's careers page and normalized into a canonical job model.