Onboarding Program Lead (Corporate RIA)

Join Altruist, a company transforming the wealth management industry with an AI platform for financial professionals. As the Corporate RIA Onboarding Program Lead, you will own the onboarding experience for advisors transitioning from corporate RIA or broker-dealer platforms to Altruist Advisors. This role combines hands-on onboarding execution with program-level ownership, requiring strong communication skills, a systems-thinking mindset, and a track record of managing high-volume transitions in financial services.

• 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.
• 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.
• A systems-thinking mindset — knowing where high-touch, white-glove service is non-negotiable versus where automation or AI can responsibly reduce manual work
• High emotional intelligence and the ability to build trust quickly with advisors used to a more high-touch service model
• FINRA Series 7 and 63 required; Series 24 is a strong plus
• Comfort operating in an ambiguous, still-forming environment — building the playbook as you go rather than executing an established one
• 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
• Track record of setting clear processes across teams that don't report to you
• Proven ability to manage high-volume, single-wave transitions, not just phased onboarding
• 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
• Executive-level composure and communication, with experience being the face of high-stakes escalations
• Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification
• At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles