Remote
US
🤝Customer Success
Early Access — Help us improve! Share your feedback.
We use cookies to improve your experience and measure how our site is used. Learn more.
About Altruist
Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.
We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!
But first, our values
Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.
Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.
Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.
The opportunity
We're looking for an Onboarding Program Lead, Enterprise to own the onboarding experience for Altruist's largest and most complex firms — $1B+ RIAs, aggregator and platform firms, acquisition-driven roll-ups, and API-first shops. These transitions rarely move in a single wave. They come with distributed decision-making, existing back-office teams, real operational complexity, and a continuous pipeline of advisor tranches rather than one go-live date. You'll carry a caseload and set the standard at the same time. You'll personally run the most complex Enterprise engagements while defining the playbooks, milestones, and standards that let the broader team onboard Enterprise firms consistently. You'll be the person the team turns to when a firm's complexity outruns the playbook.
Credibility here comes from knowing how large advisory firms and platforms operate, not from knowing our software best. You'll be in the room with COOs, CCOs, and principals who will form a view of Altruist based on how well you understand their business in the first thirty minutes. This is an individual contributor role with significant influence across the Enterprise onboarding function. As the function and team scale, there may be an opportunity for the role to expand into people leadership based on business needs and how the organization evolves.
Altruist is investing significantly in Enterprise, and the onboarding model is scaling quickly. You'll have a real hand in shaping it rather than inheriting something finished.
Please note: This is a hybrid position with 3 days per week in the Dallas/Culver City office
Your impact
Important: Lead Enterprise engagements
Set the Enterprise standard
Scale the operating model
What you bring
What we bring
Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.
Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.
Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
Health Insurance
Dental Insurance
Vision Insurance
Pet Insurance
Fitness Stipend
Disability Insurance
401(k) / Retirement Plan
401(k) Match
Equity / RSUs
Financial Planning
PTO / Vacation
Paid Holidays
WFA Allowance (Days/Year)
Parental Leave
Learning & Development Budget
Volunteer Time Off
Free Snacks & Drinks
Mostly no. Altruist is a Structured Hybrid company where employees work from an office three days per week. As of mid-2026, 48 of its 50 open roles were office-based in San Francisco, Los Angeles, or Dallas, with only two US-only remote positions, including some territory-based sales roles.
Job postings list a one-month work-from-anywhere policy, with the exception of a few countries. That means employees on the standard three-days-in-office schedule can spend a month per year working from another location.
Job postings list a 401k with a 4% match and immediate vesting, 16 weeks of paid parental leave after one year of employment, premium healthcare, dental, and vision plans (HMO and PPO), an employee mobility program with an annual learning and development budget, a financial guidance program, and a perks program covering pet insurance, fitness, cell phone plans, and travel discounts.
Hazel is Altruist's recently launched AI assistant for financial advisors, handling note-taking, email drafting, and meeting summaries with Salesforce and Redtail integrations. It is where much of the current hiring is concentrated: more than a dozen open roles, from founding product designer to sales and deployment leads, sit on the Hazel team in San Francisco.
People who want to work in an office most of the week. Its stated values are Kindness, Brilliance, and Grit. If you are looking for a fully remote fintech role, Altruist is unlikely to be the right fit.
