Teams at Altruist

Lead end-to-end onboarding for Corporate RIA firm transitions, managing a caseload of complex single-wave moves, owning cross-functional escalation and playbook evolution, coaching onboarding specialists, partnering with Compliance/Operations, and reporting on volume, risk, and pacing.

Lead end-to-end onboarding for Corporate RIA transitions, manage a caseload of high-volume single-wave moves, own playbooks and cross-team processes, coach onboarding specialists, liaise with Compliance/Operations, report to leadership, and create training and collateral.

Lead end-to-end onboarding for Corporate RIA single-wave transitions, manage a caseload of complex moves, own playbooks and cross-functional processes, coach onboarding specialists, partner with Compliance/Operations, report on volume and risk, and create onboarding collateral and training.