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Salary: USD 265,000 - 285,000 / annual
Altruist is an AI-powered platform transforming wealth management by empowering financial advisors to grow their practices, optimize resources, and deliver superior client outcomes. The company is in an exceptional growth phase and seeks a Sales Executive to join the Client Development team.
In this role, you will build deep product knowledge of the Altruist platform and its capabilities—including the rebalancer and Model Marketplace—and position these solutions to financial advisors through consultative selling. You will develop trusted relationships with advisors, educate them on platform value, and guide them through the buying process to acquire, retain, and expand business.
Key responsibilities include:
- Achieve individual quarterly and annual sales quotas while supporting broader team success
- Develop expertise in the Altruist platform and articulate how specific features solve advisor challenges
- Apply consultative selling techniques to build trust, educate prospects, and close deals
- Systematically gather advisor feedback to inform product roadmap and marketing initiatives
- Identify process improvements for the sales team, maintain accurate Salesforce records, and meet service-level agreements
- Demonstrate coachability and apply feedback from sales leadership to increase effectiveness
The role is based remotely but restricted to New York or New Jersey. Altruist offers a dynamic benefits package including competitive healthcare, 401(k) with 4% match, 16 weeks paid parental leave, professional development budgets, and a one-month work-from-anywhere policy.
REQUIREMENTS:
- Minimum 5 years of experience in one of: independent financial advisor, B2B sales at a financial services/fintech/SaaS company, or financial services consultant at a top-tier management consulting firm
- Proven track record of meeting or exceeding sales quotas in fast-paced environments
- Strong consultative sales skills and ability to quickly understand complex products and articulate customer value
- Series 7 and Series 63 securities licenses required
- Bachelor's degree in Business, Marketing, Economics, or related field (preferred)
- Technical aptitude and ability to quickly learn modern tech stacks, including AI and agentic workflows
- Excellent communication, ownership mindset, resilience, and creative problem-solving skills
