Advisor Onboarding Specialist

Advisor Onboarding Specialist at Altruist in Dallas, TX **What you'll do** - Own client implementations from post-sale through launch - Develop and maintain detailed implementation plans - Lead cross-functional implementation efforts - Run structured discovery and tailor plans to client operations **What they're looking for** - Understanding of how advisory firms operate - Experience with software implementation processes - Ability to manage timelines and stakeholder expectations - Skills in leading training and relationship management **Details** - Location: Dallas, TX - Type: Hybrid (3 days per week in office) - Salary: null