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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 scaling rapidly and seeking a Sales Executive to join the Client Development team covering the Southeast territory (Alabama, Georgia, Florida).
In this role, you will be responsible for driving revenue growth through consultative selling to financial advisors. Key responsibilities include: achieving individual and team quarterly/annual quotas; developing deep product knowledge of the Altruist platform and its features (rebalancer, Model Marketplace, etc.); building trusted relationships with advisors through education and guidance throughout the sales cycle; systematically capturing advisor feedback to inform product roadmap and marketing priorities; contributing to predictable, scalable growth by identifying process improvements and maintaining accurate Salesforce records; and demonstrating coachability to apply feedback from sales leadership.
You bring at least 5 years of relevant experience: as an independent financial advisor, as a sales professional at a B2B financial services/fintech/SaaS organization, or as a financial services consultant at a top-tier management consulting firm. You have a proven track record of meeting or exceeding quotas in fast-paced environments, strong consultative selling skills, and the ability to quickly understand complex products and articulate their value. Ideally you hold a B.A./B.S. in Business, Marketing, or related field, and carry Series 7 and 63 securities licenses. You are technologically savvy (Google Suite, Slack, Salesforce, Zendesk), demonstrate ownership and pride in your work, communicate with intention, show resilience in the face of adversity, and approach problem-solving creatively. The company values kindness, brilliance, and grit, and seeks team members who listen, embrace diverse perspectives, maintain humility and growth mindset, and stay laser-focused on the mission.
