Dallas, Texas, United States · Hybrid
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, op…
Skills: Implementation, Onboarding, Financial services, Wealth management, Project management
Dallas, Texas, United States · On-site
Description Independent Contractor FX Well is committed to providing exceptional customer service to each and every guest! An FX Well Instructor at a Texas Health Fitness Center is responsible for delivering a safe, effe…
Skills: Group Fitness Instruction, Customer Service, Movement Modification, Communication, Punctuality
Dallas, Texas, United States · On-site
$90k–$100k/yr
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Dallas, Texas, United States · On-site
$15/hr–$19/hr
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Dallas, Texas, United States · Remote Solely
$17/hr–$23/hr
Customer Care Representative II - Bilingual (English/Spanish) Start date: October 19th As a Billing Customer Service Representative, you'll provide our members with the information they need to make better decisions abou…
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Dallas, Texas, United States · Remote Solely
$17/hr–$23/hr
Customer Care Representative II - Dallas, TX Start date: October 19th As a Billing Customer Service Representative, you'll provide our members with the information they need to make better decisions about their health, h…
Skills: Call center operations, Inbound call handling, Medical terminology, Billing inquiry resolution, Conflict management
Dallas, Texas, United States · On-site
Description The Bar Lead is responsible for assisting the Food and Beverage Manager in ensuring top quality Food and Beverage service while maintaining adherence to budgeted payroll and overhead costs. Also responsible f…
Skills: Food and beverage service, Staff supervision, Inventory management, P.O.S. systems, Customer service
Dallas, Texas, United States · On-site
Description Our Front Desk Agents are the first face our guests see, and we want it to be a welcoming and friendly one. They are responsible for greeting and registering the guest, providing outstanding guest service dur…
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Dallas, Texas, United States · On-site
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Skills: Banquet operations, Supervision, Event setup, Customer service, Alcohol awareness
Dallas, Texas, United States · On-site
Description The Night Auditor is responsible for the preparation and disposition of all Night Audit work. Responsible for the front desk operation during the overnight shift (Typically 11pm-7am). Primary responsibilities…
Skills: Front desk operations, Night audit, Customer service, Microsoft Office, Accounting principles
Dallas, Texas, United States · On-site
Description The Restaurant Server is responsible for providing the highest quality of service to guests in an efficient and courteous manner. The Restaurant Server will take food and beverage orders, retrieve and serve a…
Skills: Customer Service, Order Taking, POS Systems, Payment Processing, Menu Knowledge
DIMONTDallas, Texas, United States · Remote Solely
Every property damage claim needs someone keeping the details organized and moving forward. That's you. DIMONT is seeking a full-time, fully remote Property Damage Claims Administrator to join our claims operations team …
Skills: Property insurance claims, Mortgage servicing, Property preservation, Claims administration, Documentation management
Dallas, Texas, United States · On-site
North Central Surgical Center is a highly successful, Baylor Scott & White affiliated hospital located in Dallas, TX. We partner with the very best team members and medical staff in the area. We are a surgical focused ho…
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Dallas, Texas, United States · On-site
About Lucid At Lucid, we are creating exceptional mobility experiences through innovation to drive the world forward. Built on Lucid’s proprietary technology and software-defined vehicle architecture, our award-winning v…
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Dallas, Texas, United States · On-site
$40/hr–$45/hr
Description: The Client Advisory Intern will work alongside Client Advisory and Wealth Advisory professionals serving high-net-worth and ultra-high-net-worth individuals and families. Throughout the internship, the inter…
Skills: Wealth management, Asset allocation modeling, Investment portfolio analysis, Fixed income analysis, Tax transition analysis
Dallas, Texas, United States · On-site
$26/hr
About the Role The Project Coordinator II leads and oversees project teams responsible for packing, moving, delivering, and installing high-value furniture and artwork. This role ensures operations are executed safely, e…
Skills: Team Supervision, Furniture Installation, Artwork Handling, Logistics, Customer Service
Dallas, Texas, United States · On-site
Member Relations plays an integral role in providing an elevated, seamless experience for JOHN REED members and guests. This role is responsible for welcoming members, supporting fitness operations, and handling administ…
Skills: Customer Service, Communication, Administrative Support, Data Entry, Sales
Dallas, Texas, United States · On-site
At Qualtrics, we create software the world’s best brands use to deliver exceptional frontline experiences, build high-performing teams, and design products people love. But we are more than a platform—we are the creators…
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Dallas, Texas, United States · Remote OK
$48k–$67k/yr
Hi, we're Oscar. We're hiring an Executive & Social Media Escalations Specialist to join our team. Oscar is the first health insurance company built around a full stack technology platform and a focus on serving our memb…
Skills: Conflict management, Analytical skills, Written communication, Problem solving, Project oversight
Dallas, Texas, United States · On-site
YOUR ROLE As the Merchandise Leader, you are the Merchandising Team Leader's right hand in ensuring your store is always rocking AEO Brand Visual Standards. Your expertise lies in executing effective Floorsets, marketing…
Skills: Merchandising, Visual standards, Floorset execution, Replenishment, Team leadership
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Lead end-to-end onboarding for complex enterprise wealth management firms, serving as the primary point of contact from sales handoff to operational readiness. Define and enforce enterprise onboarding standards, playbooks, and milestones while scaling the operating model through cross-functional collaboration.
Requires 7+ years of experience in implementation or transitions within financial services, along with active FINRA Series 7 and 63 licenses. Candidates must possess deep knowledge of advisory firm operations, strong project management skills, and the ability to navigate complex, multi-stakeholder environments.
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
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 a bonus program 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.
Altruist is the tech forward wealth platform and custodian for advisors. Altruist Financial LLC, Member FINRA/SIPC
Altruist is the tech-forward wealth platform and custodian built for independent advisors. Run your firm your way with an AI-forward custodian that brings account opening, trading, portfolio management, billing, and reporting together in one place. Since launching in 2018, we’ve helped 6,000+ advisors make financial advice better, more affordable, and more accessible to everyone.
Offices: 3030 S La Cienega Blvd, Culver City, California, US
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