Onboarding Program Lead, Corporate RIA

About the role

We're looking for a Corporate RIA Onboarding Program Lead to own the onboarding experience for advisors and teams transitioning from corporate RIAs or broker-dealer platforms to Altruist Advisors. This role involves blending hands-on onboarding execution with program-level ownership.

Responsibilities

• Own end-to-end onboarding for a caseload of Corporate RIA transitions, typically single-wave moves of highly concentrated books.
• 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.
• 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.
• Act as a coach and go-to resource for Onboarding Specialists who take on a Corporate RIA transition without deep segment experience.
• 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.
• Create and maintain Corporate RIA onboarding collateral, journey documentation, and training materials in partnership with Marketing, Customer Success Enablement, Sales Enablement, and similar teams as applicable.

Requirements

• 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.

Qualifications

• Series 7 and 63 required; Series 24 is a strong plus.
• Experience managing high-volume, single-wave transitions.
• Ability to set clear processes across teams.
• Comfort operating in an ambiguous, still-forming environment.
• Systems-thinking mindset.
• Empathy for the mindset of a Corporate RIA IAR.
• High emotional intelligence and trust-building skills.

Skills

• Strong organizational and project management skills.
• Excellent communication and interpersonal skills.
• Ability to handle high-pressure situations and escalations.
• Experience with regulatory compliance and supervision.
• Knowledge of financial services and wealth management.

Benefits

• Competitive pay and equity for eligible positions.
• Premium healthcare, dental, and vision insurance plans.
• 401k savings plan with a 4% match and immediate vesting.
• 16 week paid parental leave.
• Professional growth and development opportunities.
• Company perks program (discounts on various services).
• Financial guidance program (counseling on various financial topics).
• One month work from anywhere policy (with the exception of a few countries).

Pay

Base salaries will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay.

Schedule

This is a hybrid role requiring three days per week in the office. Your impactOwn end-to-end onboarding for a caseload of Corporate RIA transitions, typically single-wave moves of highly concentrated books, rather than phased onboardingServe 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 runningDefine and enforce a consistent path for how requests and issues flow between Sales, Onboarding, Operations, and Compliance, and push back when that path gets bypassedOwn the ongoing evolution of Corporate RIA onboarding playbooks and milestones as the offering matures — adapting what exists today rather than starting from scratchEnsure a structured knowledge transfer happens between Sales and Onboarding before any Corporate RIA kickoff, consistent with the standard already in place across onboardingServe as a coach and go-to resource for Onboarding Specialists who take on a Corporate RIA transition without deep segment experienceAct as the ongoing escalation point for Corporate RIA firms after they move to steady-state supportPartner 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 effectivelyOwn 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 doReport regularly to leadership on volume, risk, and pacing across the Corporate RIA bookTake 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