Advisor Onboarding Specialist
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 ]
The Advisor Onboarding Specialist at Altruist is responsible for managing the transition of advisory firms onto the Altruist platform. This role owns the entire onboarding process from post-sale handoff to a launched, self-sufficient firm, including running discovery, developing implementation plans, and ensuring milestones are met by both the firm and internal teams.
Skills and focus areas
- onboarding
- implementation
- project management
- client relationship management
- discovery
- milestone tracking
Summary written by Ramai from the original posting. Full details and requirements are on Altruist’s careers page.
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