Advisor Onboarding Specialist
Altruist
Location: Dallas, TX, United States
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
Similar jobs in Dallas, TX
- Dealership Account Manager at Lendbuzz — Dallas, TX — Lendbuzz (Dallas, TX, United States)
- Bilingual Dealership Success Associate - Lendbuzz — Lendbuzz (Dallas, TX, United States)
- Sales Director - Dallas, TX at Lendbuzz — Lendbuzz (Dallas, TX, United States)
- Advisor Support Manager at Altruist — Dallas, TX — Altruist (Dallas, TX, United States)
- Trading Manager at Altruist — Dallas, TX — Altruist (Dallas, TX, United States)
- Senior Trading Analyst at Altruist — Dallas, TX — Altruist (Dallas, TX, United States)
- Counsel Jobs at Carta — Dallas, TX — Carta (Dallas, TX, United States)
- Senior Trading Credit Risk Analyst at Altruist — Dallas — Altruist (Dallas, TX, United States)