SlipstreamJobs tracks this role from the company's public career site. Apply directly on the employer's site.
Altruist is an AI-powered platform transforming wealth management by empowering financial advisors to grow, optimize resources, and deliver superior client outcomes. The company partners with advisory firms nationwide to make financial advice better, more affordable, and accessible.
You will own the onboarding experience for Altruist's largest and most complex enterprise clients—$1B+ RIAs, aggregator platforms, acquisition-driven roll-ups, and API-first shops. These engagements involve distributed decision-making, existing back-office teams, real operational complexity, and continuous advisor tranches rather than single go-live dates.
As an individual contributor with significant influence, you will carry a caseload of the most complex enterprise engagements while defining playbooks, milestones, and standards that enable the broader team to onboard enterprise firms consistently. You'll be the expert the team turns to when a firm's complexity exceeds the playbook.
Key responsibilities include:
- Own end-to-end onboarding for complex enterprise engagements, serving as primary point of contact from sales handoff through operational readiness, training, and documented handoff to long-term support teams
- Translate how firms actually operate—structure, tech stack, operating model, business objectives—into credible transition plans that size complexity honestly
- Design engagements around actual firm organization, determining the right sessions for the right audiences and on-site presence when valuable
- Navigate real constraints creatively: position platform strengths credibly, design workable paths around gaps, and communicate transparently to build confidence
- Centralize and track product gaps, accommodations, and open asks to ensure alignment across the firm
- Define and enforce enterprise onboarding standards—playbooks, milestone definitions, decision points, knowledge transfer requirements
- Build distinct approaches for key firm types: breakaway, aggregator, API-first, acquisition, and hybrid models
- Set the pre-engagement bar and hold the team to turning discovery into credible game plans and tailored engagements
Credibility comes from understanding how large advisory firms and platforms operate, not from software expertise. You'll engage with COOs, CCOs, and principals who will form their view of Altruist based on your understanding of their business in the first thirty minutes. As the enterprise function scales, there may be opportunities to expand into people leadership based on business needs and organizational evolution.
