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Salary: USD 265,000 - 285,000 / annual
Altruist is transforming the wealth management industry with an AI platform for financial advisors. The company partners with financial advisors nationwide to help them grow, optimize resources, and deliver superior outcomes for clients.
In this Sales Executive role, you'll join the Client Development team during an exceptional growth phase. You'll build deep product knowledge of the Altruist platform and its capabilities—including the rebalancer and Model Marketplace—and use consultative selling to build trust with financial advisors, educate them, and guide them through the buying process. Your focus will be on acquiring, retaining, and expanding business while meeting quarterly and annual quotas.
Key responsibilities include:
- Achieving individual quota targets and supporting broader sales team success while demonstrating core company values
- Developing expertise in the Altruist platform and effectively positioning its features and value propositions
- Employing consultative selling techniques to build advisor relationships and navigate the buying process
- Systematically capturing advisor feedback to inform product roadmap and marketing priorities
- Identifying process improvements for the sales team, maintaining accurate Salesforce records, and meeting service-level agreements
- Demonstrating coachability and growth mindset by applying feedback from sales leadership
The role is remote, restricted to Northern California and Nevada only.
REQUIREMENTS:
- Minimum 5 years of sales experience at a B2B financial services, fintech, or SaaS organization
- Proven track record of meeting or exceeding quotas in fast-paced environments
- Strong consultative sales skills and ability to quickly understand complex product features and articulate their value
- Series 7 and Series 63 securities licenses required
- Bachelor's degree in Business, Marketing, Economics, or related field (preferred)
- Technical aptitude: technologically savvy with ability to quickly learn modern tech stacks, including AI and agentic workflows
- Exceptional ownership, communication, resilience, and creative problem-solving abilities
- Demonstrated ability to listen thoughtfully, share perspectives clearly, and maintain ego-less judgment
