Onboarding Program Lead, Corporate RIA

Altruist•Dallas, TX

4d•Hybrid

About The Position

Altruist is seeking a Corporate RIA Onboarding Program Lead to manage the onboarding experience for advisors and teams transitioning to Altruist's corporate RIA model. This role involves both hands-on execution of complex transitions and program-level ownership, acting as the primary relationship owner for Corporate RIA IARs and a central point of accountability across various departments. The ideal candidate will blend Altruist's technology-first approach with the high-touch service expected by advisors transitioning from traditional platforms. This is a new and evolving role within a growing segment, requiring comfort with ambiguity and a desire to help build the onboarding playbook.

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
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
Empathy for the specific mindset of a Corporate RIA IAR mid-transition
High emotional intelligence and the ability to build trust quickly with advisors used to a more high-touch service model

Nice To Haves

Series 24 is a strong plus

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 shared escalation channels.
Define and enforce a consistent path for requests and issues between Sales, Onboarding, Operations, and Compliance.
Own the ongoing evolution of Corporate RIA onboarding playbooks and milestones as the offering matures.
Ensure structured knowledge transfer between Sales and Onboarding before Corporate RIA kickoffs.
Serve as a coach and go-to resource for Onboarding Specialists 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).
Own execution of onboarding workflow and process improvements that do not require Product or Engineering support.
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.

Benefits

Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX.
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.