Advisor Onboarding Specialist

Onsite Los Angeles, CA

go customer success

greenhouse

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Job description

You will manage the onboarding process for advisory firms transitioning to Altruist. This role involves leading implementations and ensuring a smooth client experience from post-sale to launch.

Details

Los Angeles, CA, hybrid position with 3 days in the office
$79,000—$113,000 USD salary
4+ years of experience in implementation or client-facing operations
FINRA Series 7 and 63 licensed required

The work

Own the delivery of client implementations from post-sale through launch
Develop and maintain detailed implementation plans and manage timelines
Lead cross-functional implementation efforts across various teams
Run structured discovery and tailor training to the firm's operations