We’re looking for an Onboarding Specialist dedicated to making the transition to Altruist brokerage as seamless as possible, helping to drive high satisfaction, adoption, and retention. As the subject matter expert on Altruist’s core product offering and operational processes and best practices, Onboarding Specialists will develop a trusting partnership with advisors and create a strategy for moving their entire book of business to Altruist and getting the most out of the platform, including facilitating in-depth training as needed.

What you’ll do

• Ensure a timely and efficient migration of committed assets, reduce the time to first value
• Act as a trusted advisor leveraging deep Altruist product and operations knowledge
• Train customers on key features of the Altruist platform
• Tailor approach to meet each customer’s specific needs; gain familiarity with full staff
• Strengthen customer relationship in partnership with Sales counterpart; work to deeply understand customer goals and pain points
• Connect dots across Sales, Customer Success, Operations, Product, Engineering, and Compliance teams to optimize and expedite migration experience
• Anticipate advisor questions; flag issues and risks early; escalate and pull in subject matter experts as needed to strategize best approach to resolution
• Create a sense of calm and trust throughout the transition experience
• Manage multiple concurrent migrations of varying complexity
• Contribute to creation and maintenance of onboarding collateral and artifacts
• Champion customer needs internally to help prioritize product roadmap decisions
• Identify opportunities to improve team efficiency and morale
• Move seamlessly between migration efforts, project work, and other related duties

What you’ll bring

• 3 years of experience in similar role; B2B, financial services strongly preferred
• FINRA Series 7 and Series 66 or 63 licensed (required)
• Deep understanding of the independent wealth management industry
• Proficient with core customer success tools (e.g., Salesforce, Google Apps, MS Excel)
• Ability to correlate customer pain points and needs to Altruist business value
• High emotional intelligence; ability to build trust quickly, prioritizes the personal touch
• Exemplary written, verbal, presentation, and active listening skills
• Flexible mindset and ability to rapidly adapt to new demands and challenges
• Able to deal with frequent change, delays, or unexpected events
• Sense of urgency and bias to action without losing track of the details
• Tenaciously solutions-oriented
• Team mindset focused on setting each other up for success; low ego