Onboarding Program Lead, Corporate RIA
AltruistRIA Custodian/Platform company
Dallas, United StatesLead
Salesforce Ventures
GIC
Geodesic Capital
Baillie Gifford
Carson Family Office
ICONIQ Growth
Operations & Strategy
About the role
TL;DR
Lead the onboarding program for Corporate RIA transitions, ensuring a smooth advisor experience.
Required skills
Project ManagementCustomer OnboardingImplementation ManagementSalesforceHubSpotJiraConfluenceSlackExcelPowerPointCommunicationProblem SolvingAnalytical Thinking
Domain expertise
fintech
Benefits & perks
Equity, Health insurance, Dental insurance, Vision insurance, 401k match, Paid parental leave, Professional development, Company perks program, Financial guidance program, Work from anywhere policy
Tech stack
SalesforceHubSpotJiraConfluenceSlackExcelPowerPoint