Advisor Onboarding Program Lead, Enterprise
Altruist- Location
- Los Angeles, California
- Work mode
- Remote
- Type
- full time
- Listed
Applications go directly to Altruist. Ramai takes no fee for placement and no money for ranking.
[ About this role ]
Altruist is seeking an Onboarding Program Lead, Enterprise to manage the onboarding experience for their largest and most complex client firms. This role involves overseeing transitions for firms like $1B+ RIAs, aggregator and platform firms, and acquisition-driven roll-ups, which often have distributed decision-making and complex operational structures.
Skills and focus areas
- program management
- onboarding
- enterprise client management
- complex project management
- operational complexity
- relationship management
Summary written by Ramai from the original posting. Full details and requirements are on Altruist’s careers page.
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