Advisor Onboarding Specialist
Altruist
Location: Los Angeles, CA, United States
Advisor Onboarding Specialist at Altruist in Los Angeles, CA **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: Los Angeles, CA - Type: Hybrid (3 days per week in office) - Salary: null
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