Onboarding Program Lead, Enterprise

Partner closely with Operations on queue alignment, bulk processing, and migration data, and help shape how that partnership scales — so firms experience one coordinated transition rather than account-level fragmentation

Own the workflow and process improvements that don't require Product or Engineering support

Report to leadership on Enterprise volume, pacing, risk, and capacity, and speak up early when pipeline is outrunning the team's ability to onboard well

What you bring

7+ years in implementation, onboarding, transitions, or solutions consulting within financial services; time at a custodian, enterprise wealth platform, or large RIA strongly preferred

FINRA Series 7 and 63 required

Consultative depth on how large advisory firms and platforms actually run — operating models, back-office structure, custodial and vendor relationships, tech stacks, and where transitions break down at scale

Demonstrated experience leading complex, multi-stakeholder implementations for enterprise or institutional clients, not just larger versions of standard onboarding

The discipline to structure a solution rather than improvise one — reflecting the problem back accurately, committing to a specific follow-up, and returning with real options

Executive presence and exemplary written, verbal, and facilitation skills — credible when the answer isn't good news, and calm through demanding, high-visibility transitions

Fluency across the operational mechanics: bulk account opening, ACAT and non-ACAT transfers, NIGO resolution, billing setup, multi-DBA and sub-firm hierarchy, and reporting and integration dependencies — enough to spot risk early and escalate well

Strong project management instincts and the ability to build alignment and accountability around a plan, keeping teams on track to milestones without direct managerial authority.

A multiplier orientation: you set standards across teams that don't report to you, delegate real ownership rather than absorbing the work, and measure yourself by what the team can do — not just what you can carry

Comfort building while delivering — writing the playbook and running the engagements it governs at the same time

A systems-thinking mindset: knowing where white-glove service is non-negotiable versus where automation should carry the load

High emotional intelligence, low ego, and a team mindset focused on setting each other up for success

What we bring

Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.

Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.

Competitive pay and equity for eligible positions.

Premium healthcare, dental, and vision insurance plans (HMO and PPO).

401k savings plan with a 4% match and immediate vesting.

16 week paid parental leave after one year of employment.

Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.

Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).

Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).

One month work from anywhere policy (with the exception of a few countries).

Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, a salary offer 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. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.

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.