Advisor Onboarding Specialist

2 days ago

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Altruist

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The only modern custodian built exclusively for RIAs. Altruist Financial LLC, Member FINRA/SIPC

fintech • UX • transparency

51 - 200

Description

• Lead and optimize onboarding strategies for large-scale enterprise firms • Work with senior executives and stakeholders to customize enterprise-level onboarding solutions leveraging Altruist resources for a white-glove onboarding experience • Serve as a trusted partner by utilizing expertise in the RIA industry and acquiring in-depth in-depth knowledge of Altruist products and operations • Tailor approach to meet each customer’s specific needs; gain familiarity with all stakeholders and full staff • 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; meet the training needs of the various enterprise stakeholders and staff • Strengthen customer relationships in partnership with Sales counterparts; work to deeply understand customer goals and pain points • Anticipate customer questions; flag issues and risks early; escalate and pull in subject matter experts as needed to strategize the best approach to a resolution • Create a sense of calm and trust throughout the transition experience • 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 • Identify opportunities to improve team efficiency and morale • Move seamlessly between migration efforts, project work, and other related duties

Requirements

• 3+ years of experience in a similar enterprise B2B role with 5+ years of experience in the financial services industry and a deep knowledge of the Registered Investment Advisor landscape to address their unique challenges, drive continuous improvement, and deepen relationships through value-added onboarding support • FINRA Series 7 and Series 63 licensed (required) • Proficient with core customer success tools (e.g., Salesforce, Google Apps, MS Excel) • Proven track record in managing complex onboarding processes for large, complex RIAs to ensure successful outcomes and drive loyalty • Successful track record of project managing complex enterprise onboarding efforts • Ability to correlate customer pain points and needs to Altruist business value • A creative problem solver with expertise in product development, the wealth management industry, and larger RIAs • High emotional intelligence; ability to build trust quickly, prioritizes the personal touch • Demonstrates executive-level presence and excels in communication, presentation, and active listening skills • Flexible mindset and ability to rapidly adapt to new demands and challenges • Adaptable in handling frequent changes, delays, and unforeseen events, while effectively communicating throughout • Sense of urgency and bias to action without losing track of the details • Team mindset focused on setting each other up for success; low ego

Benefits

• A hybrid work schedule to promote strong, in-person collaboration and a healthy work-life-balance. • Stunning, amenity-filled office spaces in Culver City, CA and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity. Employees get to enjoy free parking and EV charging, cold-brew and kombucha on tap, a fully stocked pantry with snacks, etc. • Competitive salary and equity packages • Premium healthcare, dental, and vision insurance plans • 401k savings plan with matching contributions and immediate vesting • Flexible PTO so you can satisfy your passions outside of work • Generous paid parental leave • Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee • Physical and emotional wellness programs that nurture both your mind and body • Company perks program (includes discounts on pet insurance, fitness, cell phone plans, entertainment and travel, etc.) • Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.)