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Onboarding Specialist

2 months ago

Dallas, Texas, United States Altruist Full time
About Altruist

Altruist is a modern custodian built exclusively for independent financial advisors, combining a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing. Our mission is to make financial advice better, more affordable, and accessible to everyone.

Job Summary

We're seeking a highly experienced Onboarding Specialist to drive high satisfaction, adoption, and retention for enterprise-level firms. As the subject matter expert on Altruist's core product offering, operational processes, and best practices, you'll develop a trusting partnership with advisors and create a plan for moving their committed business to Altruist.

Key Responsibilities
  • Lead and optimize onboarding strategies for large-scale enterprise firms
  • Work with senior executives and stakeholders to customize enterprise-level onboarding solutions
  • Serve as a trusted partner by utilizing expertise in the RIA industry and acquiring in-depth knowledge of Altruist products and operations
  • Tailor approach to meet each customer's specific needs
  • Connect dots across Sales, Customer Success, Operations, Product, Engineering, and Compliance teams to optimize migration experience
  • Ensure a timely and efficient migration of committed assets
  • Create and execute personalized training for key features of the Altruist platform
  • Strengthen customer relationships in partnership with Sales counterparts
  • Anticipate customer questions and escalate issues as needed
  • Manage multiple concurrent migrations of varying complexity
  • Contribute to the creation and maintenance of onboarding collateral and artifacts
  • Champion customer needs internally to help prioritize product roadmap decisions
Requirements
  • 3+ years of experience in a similar enterprise B2B role with 5+ years of experience in the financial services industry
  • FINRA Series 7 and 63 licensed
  • Proficient with core customer success tools
  • Proven track record in managing complex onboarding processes for large, complex RIAs
  • Successful track record of project managing complex enterprise onboarding efforts
  • Ability to correlate customer pain points and needs to Altruist business value
  • High emotional intelligence and ability to build trust quickly
  • Demonstrates executive-level presence and excels in communication, presentation, and active listening skills
What We Offer

At Altruist, we're committed to providing fair, equitable, and competitive compensation. We offer a competitive salary and equity package, premium healthcare, dental, and vision insurance plans, 401k savings plan with matching contributions, flexible PTO, and professional growth and development opportunities.