Onboarding Program Lead, Corporate RIA

Altruist

Location: Dallas, TX, United States

**Onboarding Program Lead, Corporate RIA at Altruist in Dallas, TX** **What you'll do** - Own the onboarding experience for Corporate RIA advisors - Lead complex transitions from corporate RIA or broker-dealer platforms - Serve as primary relationship owner for Corporate RIA IARs - Be central point of accountability across multiple teams **What they're looking for** - Experience with financial advisor onboarding - Ability to balance technology-first approach with hands-on service - Comfortable operating without a fully mature playbook - Strong relationship management skills **Details** - Location: Dallas, TX - Type: Not specified - Salary: null

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