SlipstreamJobs tracks this role from the company's public career site. Apply directly on the employer's site.
Altruist is an AI-powered platform transforming wealth management by empowering financial advisors to grow, optimize operations, and deliver superior client outcomes. The company is seeking a Senior Sales Executive to own and drive enterprise opportunities from discovery through successful onboarding.
In this role, you will lead a portfolio of large, complex enterprise deals targeting registered investment advisors (RIAs) and wealth management firms. You will act as the primary deal leader, coordinating across Business Development, Solutions Engineering, Relationship Management, Product, Operations, and Support to move complex sales forward with credibility and urgency.
Key responsibilities include: owning high-level deal strategy and account plans; building multi-threaded relationships across executive, operational, and advisor stakeholders; identifying true champions and hidden resistance; developing compelling business cases that connect Altruist's platform to prospect priorities; maintaining detailed Salesforce hygiene and deal discipline; and collaborating on commercial structuring and pricing for strategic accounts requiring tailored solutions. You will also help iterate on enterprise playbooks and sales processes to improve organizational velocity and forecast accuracy. Travel is required for onsite visits and critical deal moments.
You bring 10+ years of enterprise sales or strategic account management experience in wealth management, fintech, custody, or adjacent financial services. You have deep knowledge of the RIA ecosystem—advisor business models, custody dynamics, operational workflows, and multi-stakeholder selling dynamics. You excel at stakeholder mapping, identifying champions and surfacing skeptics, and assessing political reality inside prospects. You have strong commercial instincts around pricing, packaging, and proposal nuance, and can navigate complex negotiations with confidence and emotional intelligence. You are consultative, kind, and credible under pressure, and comfortable pulling in internal partners to define pragmatic solutions when product gaps or implementation questions arise.
