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Altruist is building an AI platform for wealth management that empowers financial advisors to grow, optimize resources, and deliver superior outcomes. Hazel, part of Altruist's mission, is the AI engine for wealth management launched last September and experiencing rapid organic growth.
As the first BDR/SDR Manager for Hazel, you'll own the complete top-of-funnel pipeline generation motion—both inbound and outbound—across commercial (SMB/mid-market RIA firms) and enterprise segments. You'll manage and scale a team of 6 BDRs/SDRs, running two distinct outbound motions: high-velocity commercial outbound targeting smaller to mid-market RIA firms, and a strategic, longer-cycle enterprise outbound targeting large firms and enterprise accounts. You report directly to the VP of Revenue and own all top-of-funnel metrics end-to-end.
This is a builder role where the playbook doesn't exist yet—you'll create it from scratch. Your responsibilities include building and running two distinct outbound motions with different sequencing, messaging, rep profiles, and success metrics. You'll drive a high-tempo pipeline generation culture with daily standups, weekly pipeline reviews, monthly targets, and real-time activity dashboards. You'll hire, onboard, and develop the team with a clear scaling plan split across commercial and enterprise tracks.
You'll build the outbound playbook from the ground up: sequences, personas, messaging frameworks, territory coverage, and activity minimums tailored to the trust-first, relationship-driven RIA audience. You'll manage inbound lead routing and response SLAs, install a true pipeline generation culture with leaderboards and accountability, and partner closely with the VP of Revenue on forecasting and coverage models. You'll work with content and marketing on outbound messaging—this audience requires a consultative, compliance-aware approach. You'll also own and optimize the BDR tech stack including Clay, Apollo, HubSpot, and AI-assisted personalization tools.
The role is hybrid with four in-office days per week at the San Francisco FiDi location.
