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© All Rights Reserved. ApplyBlast.com
Altruist
The Onboarding Program Lead, Enterprise will own the end‑to‑end onboarding experience for Altruist’s largest and most complex wealth‑management firms, acting as the primary point of contact from sales handoff through operational readiness and training. The role involves designing tailored transition plans, defining and enforcing enterprise onboarding standards, and shaping the operating model by synthesizing feedback and driving process improvements.
Headquarters
Culver City, California, United States
Company Size
51-200 employees
Founded
2018
Altruist is a financial custodian and technology platform built for independent RIAs and wealth managers, positioning itself as a modern, lower‑cost alternative to legacy custodians. It combines custody and brokerage with integrated advisor tools — digital account opening, trading and rebalancing, billing, reporting, and APIs/integrations — so advisors can streamline operations and focus on client advice. Altruist emphasizes simple pricing, developer‑friendly integrations, and client‑facing workflows to reduce administrative friction and speed onboarding.
RIABizRoss Gerber's deal to sell Joe Duran a minority stake in his $4-billion RIA fell through, but he took Duran's advice to wean his company off LPL -- and gave Altruist the nod as 'primary custodian'
1 day ago
InvestmentNewsAltruist lays off 50 employees, but CEO says profitability is in sight
Oct 23, 2025
AdvisorHubSowell Management Embraces AI, Adds Altruist as Enterprise Custodial Partner
1 week ago
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Altruist.
Altruist didn’t post a salary, so this is our estimate from similar listings.
26% below the average for this role
Wealth ManagementAltruist Adds AI Tax Planning to Hazel Platform
1 month ago
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