This job is expired We're automatically mark job as expired after 180 days of its inactivity

Job details

Training and Transition Specialist

Altruist is a hyper-growth fintech company on a mission to make financial advice better, more accessible, and affordable. Our team is building a revolutionary platform that reduces barriers to entry into wealth creation and management for financial advisors and their clients. Using Altruist, advisors can work more efficiently and reduce costs, enabling them to help more people.

If you're passionate about your craft and are looking for big, meaningful problems to solve, then you'll love what we're doing. At Altruist, you'll have the opportunity to do exciting work on products ranging from complex enterprise business software to a beautiful consumer app experience and user acquisition platform.

We're looking for a Training and Transition Specialist dedicated to making the transition to Altruist brokerage as seamless as possible, helping to drive high satisfaction, adoption, and retention.

What you'll do

Ensure a timely and efficient migration of committed assets, reduce the time to first value
Act as a trusted advisor with deep Altruist product knowledge; train customers on key features of the Altruist platform
Strengthen customer relationship in partnership with Sales counterpart; work to deeply understand customer goals and pain points
Tailor approach to meet each customer's specific needs; gain familiarity with full staff
Connect dots across Sales, Customer Success, Brokerage Operations, Product, Engineering, and Compliance teams to optimize and expedite migration experience
Anticipate advisor questions; flag issues and risks early; escalate and pull in subject matter experts as needed to strategize best approach to resolution
Create a sense of calm and trust throughout the transition experience
Manage multiple, concurrent migrations of varying complexity
Contribute to creation and maintenance of training and transition collateral and artifacts
Champion customer needs internally to help prioritize product roadmap decisions
Identify opportunities to improve team efficiency and morale
Move seamlessly between migration efforts, project work, and other related duties
Operate in a remote position reporting to VP, Customer Success

What you'll need

3+ years of experience in similar role; B2B, financial services strongly preferred
FINRA Series 7 and Series 66 or 63 licensed (required)
Deep understanding of the independent wealth management industry
Proficient with core customer success tools (e.g., Salesforce, Google Apps, MS Excel)
Adaptable, quick learner who is ready to jump in
Ability to correlate customer pain points and needs to Altruist business value
High emotional intelligence; ability to build trust quickly, prioritizes the personal touch
Exemplary written, verbal, presentation, and active listening skills
Flexible mindset and ability to rapidly adapt to new demands and challenges
Able to deal with frequent change, delays, or unexpected events
Sense of urgency and bias to action without losing track of the details
Tenaciously solutions-oriented
Team mindset focused on setting each other up for success; low ego

What You'll Get

At Altruist, you'll partner with a talented group of creators working relentlessly to disrupt an antiquated system primed for radical change. You'll have the freedom to do your best work alongside down-to-earth professionals at the forefront of their disciplines and the opportunity to make a real impact through your contributions. As an early team member at a game-changing, growing company, you'll have a significant influence on how we deliver on our mission.

Altruist believes the best work comes from a happy team who's continually encouraged to grow and develop their expertise.

We take pride in our culture, built on a foundation of mutual respect and transparency, and rooted in our three core values:

Kindness: The equal and kind treatment of all is of foremost importance to us, and we continually strive to bring diversity in thought and background to our team to strengthen our company.

Brilliance: Constantly striving to better your craft and broaden your boundaries through consistent learning and growth.

Grit: Our team is driven, has a bias towards action, and an insatiable appetite for getting things done to bring us closer to realizing our mission.

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 (CA) Glassdoor Company Review

4.8