Onboarding Program Lead, Corporate RIA

About this role

About Altruist

Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.

We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!

But first, our values

Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.

Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.

Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.

The opportunity

We're looking for a Corporate RIA Onboarding Program Lead to own the onboarding experience for Altruist's newest and fastest-growing segment: advisors and teams transitioning from corporate RIA or broker-dealer platforms to Altruist Advisors, our corporate RIA model that gives advisors a faster, lower-friction way to run their own practice — with the option to move toward full independence over time. This role blends hands-on onboarding execution with program-level ownership — you'll personally lead a caseload of complex transitions while also serving as the primary relationship owner for Corporate RIA IARs throughout onboarding and steady-state support, and the central point of accountability across Sales, Onboarding, Support, Operations, and Compliance for delivering that experience.

Corporate RIA firms typically move their entire book in a single, concentrated wave rather than in phases, and advisors coming from this environment bring service expectations shaped by more traditional platforms. This role calls for someone who can bring Altruist's technology-first approach to these transitions while also delivering the hands-on, consistent experience these advisors expect from start to finish.

This is a new and evolving role. As the Corporate RIA segment grows, this position — and the team supporting it — will evolve too. You should be comfortable operating without a fully mature playbook and want to help build the one that doesn't exist yet.

This is a hybrid role requiring three days per week in the office.

Your impact

• Own end-to-end onboarding for a caseload of Corporate RIA transitions, typically single-wave moves of highly concentrated books, rather than phased onboarding

• Serve as the central point of oversight for all Corporate RIA onboarding activity — monitoring dashboards, aging items, and the team's shared escalation channel — even for transitions you're not personally running

• Define and enforce a consistent path for how requests and issues flow between Sales, Onboarding, Operations, and Compliance, and push back when that path gets bypassed

• Own the ongoing evolution of Corporate RIA onboarding playbooks and milestones as the offering matures — adapting what exists today rather than starting from scratch

• Ensure a structured knowledge transfer happens between Sales and Onboarding before any Corporate RIA kickoff, consistent with the standard already in place across onboarding

• Serve as a coach and go-to resource for Onboarding Specialists who take on a Corporate RIA transition without deep segment experience

• Act as the ongoing escalation point for Corporate RIA firms after they move to steady-state support

• Partner with Compliance and Operations on segment-specific onboarding requirements (supervision, U4/U5 timing, licensing, high-volume account opening), with enough fluency to spot issues early and escalate effectively

• Own execution of onboarding workflow and process improvements that don't require Product or Engineering support, and give hands-on feedback on tools, product offering, and workflows that do

• Report regularly to leadership on volume, risk, and pacing across the Corporate RIA book

• Take the lead on creation and maintenance of Corporate RIA onboarding collateral, journey documentation, and training materials in partnership with Marketing, Customer Success Enablement, Sales Enablement, and similar teams as applicable

What you bring

• 7+ years of experience in onboarding, implementation, or transitions management within financial services

• 3+ years specifically in corporate RIA, breakaway advisor, or wirehouse transition environments

• FINRA Series 7 and 63 required; Series 24 is a strong plus

• Proven ability to manage high-volume, single-wave transitions, not just phased onboarding

• Track record of setting clear processes across teams that don't report to you

• Executive-level composure and communication, with experience being the face of high-stakes escalations

• Comfort operating in an ambiguous, still-forming environment — building the playbook as you go rather than executing an established one

• A systems-thinking mindset — knowing where high-touch, white-glove service is non-negotiable versus where automation or AI can responsibly reduce manual work

• Empathy for the specific mindset of a Corporate RIA IAR mid-transition — often comparing this move against their prior firm in real time, with real anxiety about client continuity and disruption

• High emotional intelligence and the ability to build trust quickly with advisors used to a more high-touch service model

What we bring

Attracting and retaining top-tier talent is a priority. We are proud of

Similar jobs

• Onboarding Program Lead, Corporate RIA — Altruist · Los Angeles, CA
• Onboarding Program Lead, Corporate RIA — Altruist · Dallas, TX
• Onboarding Team Lead — Reteam · Dallas, TX
• Onboarding Operations Lead — Remotereferralboardinternaluseonly · Remote
• Onboarding Coordinator — 8fleet-inc · HQ - Los Angeles
• Onboarding Coordinator — 8fleet-inc · Hub - CA - San Francisco
• Onboarding Coordinator — 8fleet-inc · San Diego
• Onboarding Coordinator — Cookunity · New York, New York, United States