[ operations ]
Advisor Onboarding Specialist
Altruist- Location
- Los Angeles, CA
- 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 ]
Advisor Onboarding Specialist at Altruist responsible for the transition of advisory firms onto the Altruist platform. This role manages the entire onboarding process from post-sale handoff to a launched, self-sufficient firm, including running discovery and driving implementation plans.
Skills and focus areas
- onboarding
- client relationship management
- project management
- communication
- problem-solving
Summary written by Ramai from the original posting. Full details and requirements are on Altruist’s careers page.
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