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Salary: USD 265,000 - 285,000 / annual
Altruist is an AI-powered platform transforming the wealth management industry by empowering financial advisors to grow their practices, optimize resources, and deliver superior client outcomes. The company is in an exceptional growth phase and seeking 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 them effectively to financial advisors. Using consultative selling techniques, you will build trust with advisors, educate them on platform value, and guide them through the buying process to acquire new business, retain existing clients, and expand accounts.
Key responsibilities include:
- Achieve individual quarterly and annual sales quotas while supporting broader team success
- Develop comprehensive understanding of the Altruist platform and articulate how specific features create value for advisors
- Apply consultative selling skills to build advisor relationships and navigate the sales cycle
- Systematically capture advisor feedback to inform product roadmap and marketing priorities
- Identify process improvements for the sales team while maintaining accurate Salesforce records and meeting service-level agreements
- Demonstrate coachability and apply feedback from sales leadership to increase effectiveness
You will work remotely covering the Pacific Northwest region (Washington, Oregon, Idaho, Montana, Wyoming, Utah 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
- Series 7 and 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
- Exceptional communication, ownership, resilience, and creative problem-solving abilities
