Altruist
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About Altruist
Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.
We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!
But first, our values
Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.
Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.
Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.
The opportunity
Altruist is in the midst of an exceptional growth phase, and we’re hiring a Solutions Engineer. In this role, you’ll be a key technical and workflow subject matter expert for RIAs who are evaluating, adopting, or expanding their use of Altruist. You’ll blend deep platform knowledge with consultative problem-solving to design and implement technology and operational solutions that make it easier for firms to migrate assets, scale efficiently, and deliver an exceptional client experience on Altruist. You’ll collaborate with Client Development, Onboarding, Product, Operations, and Relationship Management to:
- Support high‑value RIA opportunities across the full sales cycle.
- Map current‑state custodial and technology workflows and design target‑state architectures centered on Altruist, plus key third‑party tools.
- Lead and support implementations, integrations, and advisor enablement so transitions are smooth, efficient, and well‑adopted.
This is an ideal role for someone who understands advisor operations in the real world, loves working directly with advisors and operations teams, and wants to grow into a senior solutions/enterprise role over time.
Your impact
Platform & ecosystem expertise
- Develop deep, hands‑on expertise in the Altruist platform across account opening, trading and rebalancing, billing, reporting, digital onboarding, and client/advisor experience.
- Build a strong understanding of how Altruist integrates with key third‑party systems (CRM, portfolio accounting, planning, analytics, digital onboarding, document management).
- Maintain up‑to‑date knowledge of product releases, APIs, integrations, and best practices relevant to RIAs, and translate those into clear recommendations for how firms can operate more efficiently on Altruist.
RIA technology consulting & solution design
- Partner with Client Development to conduct discovery sessions with RIA stakeholders (owners, COOs, operations leaders, advisors) to understand business models, client segments, service models, and operational pain points.
- Assess current‑state technology stacks and process flows across custodial platforms, CRMs, portfolio accounting systems, planning tools, and digital client experiences; identify gaps, inefficiencies, and risks relative to growth goals and client experience.
- Design target‑state technology architectures that center Altruist as the core custodial and operating platform, alongside key third‑party systems (CRM, portfolio accounting, planning, analytics, digital onboarding, e‑signature).
- Support the development of actionable technology and migration roadmaps, including quick wins, phased implementations, and change‑management plans tailored to each firm.
Sales engineering, demos, and pre‑sales support
- Work alongside Client Development throughout the sales cycle — from early discovery through close — taking a consultative, solution‑oriented approach.
- Deliver customized demos and presentations that speak directly to the realities of RIAs (e.g., ACAT workflows, trading/rebalancing, reporting, billing, digital onboarding, and advisor/client experiences) and show how Altruist improves them.
- Answer technical and workflow questions related to platform capabilities, integrations, data flows, and day‑to‑day operations; bring in additional SMEs (Product, Data, Operations, Compliance) as needed.
- Systematically capture advisor and operations feedback throughout the sales cycle and share it back with Product, Operations, and the Sr. Solutions Engineer, to influence roadmap, integrations, and playbooks.
Implementation, integration & transition support
- Lead or support transition projects as firms onboard to Altruist from legacy custodians and platforms, in close partnership with Onboarding, Operations, and the Sr. Solutions Engineer.
- Contribute to implementation activities such as requirements gathering, data mapping, workflow design, user acceptance testing, and rollout plans.
- Document and refine standard operating procedures (SOPs) for critical workflows (account opening, transfers/ACATs, trading, billing, reporting, service requests) as they are implemented on Altruist.
- Partner with internal stakeholders (operations, compliance, product, data) to minimize disruption to advisors and end clients during conversions.
Advisor enablement & adoption
- Deliver training sessions, workshops, and one‑on‑one coaching for advisor and operations teams on how to use Altruist effectively, with a focus on day‑to‑day workflows and best practices.
- Create and maintain reference materials (playbooks, process maps, checklists, job aids) that help firms adopt new workflows and realize the full value of Altruist.
- Measure and report on adoption, utilization, and efficiency gains for onboarded firms; recommend ongoing enhancements based on what you see in the field.
Cross‑functional partnership & continuous improvement
- Act as a strategic partner to Sales, Relationship Management, Product, and Operations by translating advisor needs and real‑world operational constraints into clear technology and process requirements.
- Provide input into product strategy and the integrations roadmap based on patterns you see across advisors using Altruist.
- Contribute to the sales team’s goal of creating predictable, scalable growth by meeting SLAs, maintaining accurate and complete records in Salesforce, and proactively identifying ways to improve tools, processes, and collateral.
- Travel as required during the pre‑ and post‑sales process (estimated ~10–25%, depending on client needs and territory).
What you’ll bring
- Experience - 3+ years of experience in RIA/wealth management, custodial services, or advisor‑focused fintech, with direct exposure to advisor technology and operations.
- Proven experience in technology consulting, implementation, sales engineering, or solutions consulting — ideally in an RIA, custodian, or advisor‑focused fintech environment.
- Strong understanding of core RIA workflows: account opening, ACATs/transfers, trading and rebalancing, performance reporting, billing, and client digital experience.
- Licensing - FINRA Series 7 and Series 63 licenses or the ability to obtain them in 90 days.
- Technical fluency — able to quickly learn and navigate complex platforms, data flows, and integrations, and explain them clearly to both technical and non‑technical audiences. Familiarity with APIs, data integrations, and vendor ecosystems in the RIA space is a strong plus.
- Consultative problem solving — comfortable structuring ambiguous advisor challenges, running discovery, and proposing clear, actionable solutions that balance client experience, risk, and scalability.
- Project management — strong organization and follow‑through across multiple firms and initiatives; able to manage timelines, dependencies, and stakeholders from discovery through implementation.
- Superb communication — intentional dialogue is a superpower. You listen deeply, synthesize clearly, and communicate complex concepts in straightforward, business‑oriented language.
- Ownership and resilience — you take pride in your craft, follow through on commitments, and stay solution‑oriented when things get hard or ambiguous.
- Collaboration — proven ability to work cross‑functionally with Sales, RM, Product, Operations, and Compliance, balancing different perspectives while keeping the advisor and end client at the center.
- Bonus points:
- Prior experience at a custodial platform, TAMP, or advisor‑focused fintech provider.
- Experience designing or implementing integrated technology stacks, including CRM (e.g., Salesforce, Redtail, Wealthbox), portfolio accounting, planning software, and digital onboarding tools.
- Relevant industry credentials (e.g., CFP®, CPA, CIMA®, PMP, or technology/operations designations).
What we bring
Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.
- A hybrid work schedule for most positions to promote strong, in-person collaboration.
- Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.
- Competitive pay and equity for eligible positions.
- Premium healthcare, dental, and vision insurance plans (HMO and PPO).
- 401k savings plan with a 4% match and immediate vesting.
- 16 week paid parental leave after one year of employment.
- Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
- Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).
- Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
- One month work from anywhere policy (with the exception of a few countries).
Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.
Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
Ready to apply?
Apply to Altruist
About Altruist
Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.
We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!
But first, our values
Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.
Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.
Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.
The opportunity
Altruist is in the midst of an exceptional growth phase, and we’re hiring a Solutions Engineer. In this role, you’ll be a key technical and workflow subject matter expert for RIAs who are evaluating, adopting, or expanding their use of Altruist. You’ll blend deep platform knowledge with consultative problem-solving to design and implement technology and operational solutions that make it easier for firms to migrate assets, scale efficiently, and deliver an exceptional client experience on Altruist. You’ll collaborate with Client Development, Onboarding, Product, Operations, and Relationship Management to:
- Support high‑value RIA opportunities across the full sales cycle.
- Map current‑state custodial and technology workflows and design target‑state architectures centered on Altruist, plus key third‑party tools.
- Lead and support implementations, integrations, and advisor enablement so transitions are smooth, efficient, and well‑adopted.
This is an ideal role for someone who understands advisor operations in the real world, loves working directly with advisors and operations teams, and wants to grow into a senior solutions/enterprise role over time.
Your impact
Platform & ecosystem expertise
- Develop deep, hands‑on expertise in the Altruist platform across account opening, trading and rebalancing, billing, reporting, digital onboarding, and client/advisor experience.
- Build a strong understanding of how Altruist integrates with key third‑party systems (CRM, portfolio accounting, planning, analytics, digital onboarding, document management).
- Maintain up‑to‑date knowledge of product releases, APIs, integrations, and best practices relevant to RIAs, and translate those into clear recommendations for how firms can operate more efficiently on Altruist.
RIA technology consulting & solution design
- Partner with Client Development to conduct discovery sessions with RIA stakeholders (owners, COOs, operations leaders, advisors) to understand business models, client segments, service models, and operational pain points.
- Assess current‑state technology stacks and process flows across custodial platforms, CRMs, portfolio accounting systems, planning tools, and digital client experiences; identify gaps, inefficiencies, and risks relative to growth goals and client experience.
- Design target‑state technology architectures that center Altruist as the core custodial and operating platform, alongside key third‑party systems (CRM, portfolio accounting, planning, analytics, digital onboarding, e‑signature).
- Support the development of actionable technology and migration roadmaps, including quick wins, phased implementations, and change‑management plans tailored to each firm.
Sales engineering, demos, and pre‑sales support
- Work alongside Client Development throughout the sales cycle — from early discovery through close — taking a consultative, solution‑oriented approach.
- Deliver customized demos and presentations that speak directly to the realities of RIAs (e.g., ACAT workflows, trading/rebalancing, reporting, billing, digital onboarding, and advisor/client experiences) and show how Altruist improves them.
- Answer technical and workflow questions related to platform capabilities, integrations, data flows, and day‑to‑day operations; bring in additional SMEs (Product, Data, Operations, Compliance) as needed.
- Systematically capture advisor and operations feedback throughout the sales cycle and share it back with Product, Operations, and the Sr. Solutions Engineer, to influence roadmap, integrations, and playbooks.
Implementation, integration & transition support
- Lead or support transition projects as firms onboard to Altruist from legacy custodians and platforms, in close partnership with Onboarding, Operations, and the Sr. Solutions Engineer.
- Contribute to implementation activities such as requirements gathering, data mapping, workflow design, user acceptance testing, and rollout plans.
- Document and refine standard operating procedures (SOPs) for critical workflows (account opening, transfers/ACATs, trading, billing, reporting, service requests) as they are implemented on Altruist.
- Partner with internal stakeholders (operations, compliance, product, data) to minimize disruption to advisors and end clients during conversions.
Advisor enablement & adoption
- Deliver training sessions, workshops, and one‑on‑one coaching for advisor and operations teams on how to use Altruist effectively, with a focus on day‑to‑day workflows and best practices.
- Create and maintain reference materials (playbooks, process maps, checklists, job aids) that help firms adopt new workflows and realize the full value of Altruist.
- Measure and report on adoption, utilization, and efficiency gains for onboarded firms; recommend ongoing enhancements based on what you see in the field.
Cross‑functional partnership & continuous improvement
- Act as a strategic partner to Sales, Relationship Management, Product, and Operations by translating advisor needs and real‑world operational constraints into clear technology and process requirements.
- Provide input into product strategy and the integrations roadmap based on patterns you see across advisors using Altruist.
- Contribute to the sales team’s goal of creating predictable, scalable growth by meeting SLAs, maintaining accurate and complete records in Salesforce, and proactively identifying ways to improve tools, processes, and collateral.
- Travel as required during the pre‑ and post‑sales process (estimated ~10–25%, depending on client needs and territory).
What you’ll bring
- Experience - 3+ years of experience in RIA/wealth management, custodial services, or advisor‑focused fintech, with direct exposure to advisor technology and operations.
- Proven experience in technology consulting, implementation, sales engineering, or solutions consulting — ideally in an RIA, custodian, or advisor‑focused fintech environment.
- Strong understanding of core RIA workflows: account opening, ACATs/transfers, trading and rebalancing, performance reporting, billing, and client digital experience.
- Licensing - FINRA Series 7 and Series 63 licenses or the ability to obtain them in 90 days.
- Technical fluency — able to quickly learn and navigate complex platforms, data flows, and integrations, and explain them clearly to both technical and non‑technical audiences. Familiarity with APIs, data integrations, and vendor ecosystems in the RIA space is a strong plus.
- Consultative problem solving — comfortable structuring ambiguous advisor challenges, running discovery, and proposing clear, actionable solutions that balance client experience, risk, and scalability.
- Project management — strong organization and follow‑through across multiple firms and initiatives; able to manage timelines, dependencies, and stakeholders from discovery through implementation.
- Superb communication — intentional dialogue is a superpower. You listen deeply, synthesize clearly, and communicate complex concepts in straightforward, business‑oriented language.
- Ownership and resilience — you take pride in your craft, follow through on commitments, and stay solution‑oriented when things get hard or ambiguous.
- Collaboration — proven ability to work cross‑functionally with Sales, RM, Product, Operations, and Compliance, balancing different perspectives while keeping the advisor and end client at the center.
- Bonus points:
- Prior experience at a custodial platform, TAMP, or advisor‑focused fintech provider.
- Experience designing or implementing integrated technology stacks, including CRM (e.g., Salesforce, Redtail, Wealthbox), portfolio accounting, planning software, and digital onboarding tools.
- Relevant industry credentials (e.g., CFP®, CPA, CIMA®, PMP, or technology/operations designations).
What we bring
Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.
- A hybrid work schedule for most positions to promote strong, in-person collaboration.
- Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.
- Competitive pay and equity for eligible positions.
- Premium healthcare, dental, and vision insurance plans (HMO and PPO).
- 401k savings plan with a 4% match and immediate vesting.
- 16 week paid parental leave after one year of employment.
- Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
- Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).
- Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
- One month work from anywhere policy (with the exception of a few countries).
Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.
Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
Ready to apply?
Apply to Altruist
About Altruist
Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.
We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!
But first, our values
Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.
Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.
Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.
The opportunity
As a Relationship Manager at Altruist, you’ll own growth, adoption, and retention for a portfolio of high‑value RIA firms on our custodial platform.
You are the primary point of contact and strategic partner for firm leadership and key stakeholders helping them grow, compete, and succeed by fully leveraging Altruist across their books of business. You will bring the “best of Altruist” to your firms by orchestrating cross‑functional resources and by proactively identifying opportunities to improve their efficiency, profitability, and client experience.
You’ll combine deep RIA industry knowledge, consultative relationship skills, and disciplined account management to drive net new assets, expand share of wallet, and move Altruist up the buy/sell hierarchy within each firm. This role is ideal for someone who loves building long‑term, high‑trust relationships while being directly accountable for ambitious growth and retention targets.
Your impact
Strategic relationship leadership
- Serve as the primary relationship owner for a portfolio of advisor firms, including complex, multi‑stakeholder “top tier” relationships.
- Develop a deep understanding of each firm’s strategy, economics, client segments, service model, and technology stack and how Altruist can help them grow, operate more efficiently, and elevate their client experience.
- Position Altruist as a strategic partner rather than a vendor by aligning on multi‑year plans, quantifying impact, and continuously expanding the breadth and depth of services used.
Growth, adoption, and retention
- Consistently meet or exceed quarterly and annual growth, adoption, and retention targets for your book of business.
- Drive net new assets, increased household penetration, and expanded usage of key Altruist capabilities ( Model Marketplace, Direct Indexing, HYC, Tax Loss Harvesting, ALTS, Margin)
- Identify at‑risk relationships early, create clear recovery plans, and execute them with urgency and discipline.
Advisor practice consulting & business reviews
- Conduct structured business reviews with firm leadership that connect Altruist’s platform and services to firm‑level KPIs (growth, efficiency, profitability, client experience, risk).
- Provide practice management and operational insights drawing on your knowledge of RIA technology, operations, fee structures, and competition to help firms modernize and scale.
Cross‑functional orchestration & advocacy
- Coordinate closely with Sales, Service and Product to proactively anticipate client needs and resolve issues as they arise.
- Bring the “best of Altruist” to your firms by aligning the right internal experts and programs to each opportunity or challenge.
- Systematically capture advisor feedback and surface insights that shape product roadmap, marketing campaigns, relationship management plays, and go‑to‑market strategy.
Events, education, and thought leadership
- Partner with Marketing and Sales to organize and participate in client events, workshops, and webinars (virtual and in‑person) that deepen relationships, drive product adoption, and position Altruist as a thought partner.
Operational excellence & discipline
- Maintain accurate and complete records of engagements, opportunities, account plans, and forecasts in Salesforce to ensure clear visibility and predictability for leadership.
- Run a disciplined operating cadence for your book (QBRs, pipeline reviews, adoption reviews, executive check‑ins) and continuously refine it based on impact.
- Demonstrate coachability and a growth mindset by actively seeking, absorbing, and applying feedback from revenue and relationship management leadership.
- Travel as needed to meet with key firms, attend events, and deepen strategic relationships (estimated up to ~25–40%, depending on territory needs).
What you bring
- 5+ years of experience in:
- Relationship management or sales at a B2B financial services, custodial, or advisor‑focused fintech organization, or
- As an independent financial advisor or RIA home‑office leader, or
- Consulting in financial services at a top‑tier management consulting firm with a focus on wealth/RIA.
- Demonstrated expertise across the RIA industry, including:
- Core technology (custodial platforms, CRM, portfolio accounting, planning, client portals),
- Sales and business development dynamics,
- Operations and practice management,
- Compliance, competition, and fee structures.
- Active FINRA Series 7 and 63 licenses
- Proficiency with Google Workspace, Salesforce, Slack, and other modern sales/CS tools.
- Proven track record of exceeding growth, retention, and relationship KPIs in a fast‑paced, high‑growth environment.
- Strong consultative sales and relationship management skills, with the ability to influence senior‑level stakeholders, run complex multi‑threaded conversations, and lead executive‑level business reviews.
- Exceptional verbal, written, and presentation skills; able to translate complex concepts into clear, actionable narratives for advisors, executives, and internal teams.
- Ability to quickly understand complex product features and workflows and connect them to tangible business outcomes for advisor firms and their clients.
- High standards for execution, with a bias toward data‑driven decision‑making, continuous improvement, and team collaboration.
- Strong organizational skills with the ability to manage a large, diverse book of business, prioritize effectively, and maintain a disciplined rhythm of business.
Bonus points
- Prior experience at a custodial platform, RIA aggregator, TAMP, or advisor‑focused fintech provider.
- Experience designing or executing advisor practice management initiatives (e.g., segmentation, service model design, pricing strategy, operational diagnostics).
What we bring
Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.
- A hybrid work schedule for most positions to promote strong, in-person collaboration.
- Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.
- Competitive pay and equity for eligible positions.
- Premium healthcare, dental, and vision insurance plans (HMO and PPO).
- 401k savings plan with a 4% match and immediate vesting.
- 16 week paid parental leave after one year of employment.
- Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
- Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).
- Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
- One month work from anywhere policy (with the exception of a few countries).
Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.
Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
Ready to apply?
Apply to Altruist
About Altruist
Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.
We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!
But first, our values
Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.
Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.
Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.
The opportunity
As a Relationship Manager at Altruist, you’ll own growth, adoption, and retention for a portfolio of high‑value RIA firms on our custodial platform.
You are the primary point of contact and strategic partner for firm leadership and key stakeholders helping them grow, compete, and succeed by fully leveraging Altruist across their books of business. You will bring the “best of Altruist” to your firms by orchestrating cross‑functional resources and by proactively identifying opportunities to improve their efficiency, profitability, and client experience.
You’ll combine deep RIA industry knowledge, consultative relationship skills, and disciplined account management to drive net new assets, expand share of wallet, and move Altruist up the buy/sell hierarchy within each firm. This role is ideal for someone who loves building long‑term, high‑trust relationships while being directly accountable for ambitious growth and retention targets.
Your impact
Strategic relationship leadership
- Serve as the primary relationship owner for a portfolio of advisor firms, including complex, multi‑stakeholder “top tier” relationships.
- Develop a deep understanding of each firm’s strategy, economics, client segments, service model, and technology stack and how Altruist can help them grow, operate more efficiently, and elevate their client experience.
- Position Altruist as a strategic partner rather than a vendor by aligning on multi‑year plans, quantifying impact, and continuously expanding the breadth and depth of services used.
Growth, adoption, and retention
- Consistently meet or exceed quarterly and annual growth, adoption, and retention targets for your book of business.
- Drive net new assets, increased household penetration, and expanded usage of key Altruist capabilities ( Model Marketplace, Direct Indexing, HYC, Tax Loss Harvesting, ALTS, Margin)
- Identify at‑risk relationships early, create clear recovery plans, and execute them with urgency and discipline.
Advisor practice consulting & business reviews
- Conduct structured business reviews with firm leadership that connect Altruist’s platform and services to firm‑level KPIs (growth, efficiency, profitability, client experience, risk).
- Provide practice management and operational insights drawing on your knowledge of RIA technology, operations, fee structures, and competition to help firms modernize and scale.
Cross‑functional orchestration & advocacy
- Coordinate closely with Sales, Service and Product to proactively anticipate client needs and resolve issues as they arise.
- Bring the “best of Altruist” to your firms by aligning the right internal experts and programs to each opportunity or challenge.
- Systematically capture advisor feedback and surface insights that shape product roadmap, marketing campaigns, relationship management plays, and go‑to‑market strategy.
Events, education, and thought leadership
- Partner with Marketing and Sales to organize and participate in client events, workshops, and webinars (virtual and in‑person) that deepen relationships, drive product adoption, and position Altruist as a thought partner.
Operational excellence & discipline
- Maintain accurate and complete records of engagements, opportunities, account plans, and forecasts in Salesforce to ensure clear visibility and predictability for leadership.
- Run a disciplined operating cadence for your book (QBRs, pipeline reviews, adoption reviews, executive check‑ins) and continuously refine it based on impact.
- Demonstrate coachability and a growth mindset by actively seeking, absorbing, and applying feedback from revenue and relationship management leadership.
- Travel as needed to meet with key firms, attend events, and deepen strategic relationships (estimated up to ~25–40%, depending on territory needs).
What you bring
- 5+ years of experience in:
- Relationship management or sales at a B2B financial services, custodial, or advisor‑focused fintech organization, or
- As an independent financial advisor or RIA home‑office leader, or
- Consulting in financial services at a top‑tier management consulting firm with a focus on wealth/RIA.
- Demonstrated expertise across the RIA industry, including:
- Core technology (custodial platforms, CRM, portfolio accounting, planning, client portals),
- Sales and business development dynamics,
- Operations and practice management,
- Compliance, competition, and fee structures.
- Active FINRA Series 7 and 63 licenses
- Proficiency with Google Workspace, Salesforce, Slack, and other modern sales/CS tools.
- Proven track record of exceeding growth, retention, and relationship KPIs in a fast‑paced, high‑growth environment.
- Strong consultative sales and relationship management skills, with the ability to influence senior‑level stakeholders, run complex multi‑threaded conversations, and lead executive‑level business reviews.
- Exceptional verbal, written, and presentation skills; able to translate complex concepts into clear, actionable narratives for advisors, executives, and internal teams.
- Ability to quickly understand complex product features and workflows and connect them to tangible business outcomes for advisor firms and their clients.
- High standards for execution, with a bias toward data‑driven decision‑making, continuous improvement, and team collaboration.
- Strong organizational skills with the ability to manage a large, diverse book of business, prioritize effectively, and maintain a disciplined rhythm of business.
Bonus points
- Prior experience at a custodial platform, RIA aggregator, TAMP, or advisor‑focused fintech provider.
- Experience designing or executing advisor practice management initiatives (e.g., segmentation, service model design, pricing strategy, operational diagnostics).
What we bring
Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.
- A hybrid work schedule for most positions to promote strong, in-person collaboration.
- Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.
- Competitive pay and equity for eligible positions.
- Premium healthcare, dental, and vision insurance plans (HMO and PPO).
- 401k savings plan with a 4% match and immediate vesting.
- 16 week paid parental leave after one year of employment.
- Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
- Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).
- Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
- One month work from anywhere policy (with the exception of a few countries).
Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.
Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
Ready to apply?
Apply to Altruist
About Altruist
Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.
We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!
But first, our values
Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.
Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.
Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.
The opportunity
As a Sales Enablement Manager, you’ll own the sales operating system that powers how Altruist grows. You’ll turn the Altruist Sales Playbook — built around Engagement Management, Pipeline Management, Business Development, and Book Management — into daily behavior, inspection, and improvement across all client-facing teams.
You’ll sit at the intersection of process, tools, and people: embedding a buyer-centric funnel into Salesforce and our sales tech stack, building training and coaching programs around it, while partnering with Sales, Customer Success, Operations, Marketing and Product to drive predictable, scalable performance. This role is ideal for someone who loves building systems and discipline around how teams sell, not just creating content.
Your impact
- Own the execution of the Altruist Sales Playbook, ensuring the four pillars (Engagement, Pipeline, Business Development, Book Management) are clearly defined, taught, and adopted across AEs, internal sales, AMs, and BD
- Turn the buyer‑centric funnel (from Targeted Firm through Live & Expanding) into concrete stage definitions, exit criteria, and “what good looks like” examples that reps and managers can explain in their own words
- Ensure consistency and quality across every stage of the advisor journey — from initial engagement through onboarding, asset transfer, and long-term expansion
- Standardize Engagement Management by operationalizing Valid Business Reasons (VBRs) and the Open–Get–Give–Close (OGGC) meeting model in templates, call guides, and CRM fields
- Hardwire Pipeline Management by implementing clear rules for opportunity creation, configuring stage criteria in Salesforce, and ensuring stage moves are driven by buyer evidence, not rep opinion
- Build onboarding and ongoing training programs tied to real sales behavior
- Partner with Sales Managers to build targeted development plans (2–3 focus skills per rep), and provide coaching frameworks for call reviews, deal reviews, and ongoing skills development
- Work cross‑functionally with Marketing, Product Marketing, Product, and Customer Success to ensure messaging, demos, and implementation motions align to the prescribed sales stages, playbooks and customer experience
What you bring
- 5–8+ years in Sales Enablement, Sales Operations, or Sales Leadership
- Proven ability to drive adoption and behavior change across sales teams
- Strong process design and program management skills: can map workflows, define standards, build rollouts, and manage cross‑functional projects from definition through adoption
- High level of analytical fluency: comfort structuring and interpreting funnel metrics, stage conversion, win/loss, and productivity metrics and turning them into crisp recommendations
- Strong bias toward clarity, simplicity, and accountability in how teams sell and how leaders manage
Bonus points
- Experience enabling sales teams that sell to financial advisors, RIAs, or institutional wealth platforms.
- Experience using LLMs and AI agents (Glean preferred) to improve sales workflows, inspection, and coaching leverage.
- Background working in high‑growth, product‑led companies where GTM motions and operating systems are evolving quickly.
What we bring
Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.
- A hybrid work schedule for most positions to promote strong, in-person collaboration.
- Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.
- Competitive pay and equity for eligible positions.
- Premium healthcare, dental, and vision insurance plans (HMO and PPO).
- 401k savings plan with a 4% match and immediate vesting.
- 16 week paid parental leave after one year of employment.
- Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
- Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).
- Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
- One month work from anywhere policy (with the exception of a few countries).
Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.
Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
Ready to apply?
Apply to Altruist
About Altruist
Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.
We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!
But first, our values
Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.
Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.
Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.
The opportunity
As a Sales Enablement Manager, you’ll own the sales operating system that powers how Altruist grows. You’ll turn the Altruist Sales Playbook — built around Engagement Management, Pipeline Management, Business Development, and Book Management — into daily behavior, inspection, and improvement across all client-facing teams.
You’ll sit at the intersection of process, tools, and people: embedding a buyer-centric funnel into Salesforce and our sales tech stack, building training and coaching programs around it, while partnering with Sales, Customer Success, Operations, Marketing and Product to drive predictable, scalable performance. This role is ideal for someone who loves building systems and discipline around how teams sell, not just creating content.
Your impact
- Own the execution of the Altruist Sales Playbook, ensuring the four pillars (Engagement, Pipeline, Business Development, Book Management) are clearly defined, taught, and adopted across AEs, internal sales, AMs, and BD
- Turn the buyer‑centric funnel (from Targeted Firm through Live & Expanding) into concrete stage definitions, exit criteria, and “what good looks like” examples that reps and managers can explain in their own words
- Ensure consistency and quality across every stage of the advisor journey — from initial engagement through onboarding, asset transfer, and long-term expansion
- Standardize Engagement Management by operationalizing Valid Business Reasons (VBRs) and the Open–Get–Give–Close (OGGC) meeting model in templates, call guides, and CRM fields
- Hardwire Pipeline Management by implementing clear rules for opportunity creation, configuring stage criteria in Salesforce, and ensuring stage moves are driven by buyer evidence, not rep opinion
- Build onboarding and ongoing training programs tied to real sales behavior
- Partner with Sales Managers to build targeted development plans (2–3 focus skills per rep), and provide coaching frameworks for call reviews, deal reviews, and ongoing skills development
- Work cross‑functionally with Marketing, Product Marketing, Product, and Customer Success to ensure messaging, demos, and implementation motions align to the prescribed sales stages, playbooks and customer experience
What you bring
- 5–8+ years in Sales Enablement, Sales Operations, or Sales Leadership
- Proven ability to drive adoption and behavior change across sales teams
- Strong process design and program management skills: can map workflows, define standards, build rollouts, and manage cross‑functional projects from definition through adoption
- High level of analytical fluency: comfort structuring and interpreting funnel metrics, stage conversion, win/loss, and productivity metrics and turning them into crisp recommendations
- Strong bias toward clarity, simplicity, and accountability in how teams sell and how leaders manage
Bonus points
- Experience enabling sales teams that sell to financial advisors, RIAs, or institutional wealth platforms.
- Experience using LLMs and AI agents (Glean preferred) to improve sales workflows, inspection, and coaching leverage.
- Background working in high‑growth, product‑led companies where GTM motions and operating systems are evolving quickly.
What we bring
Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.
- A hybrid work schedule for most positions to promote strong, in-person collaboration.
- Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.
- Competitive pay and equity for eligible positions.
- Premium healthcare, dental, and vision insurance plans (HMO and PPO).
- 401k savings plan with a 4% match and immediate vesting.
- 16 week paid parental leave after one year of employment.
- Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
- Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).
- Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
- One month work from anywhere policy (with the exception of a few countries).
Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.
Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
Ready to apply?
Apply to Altruist
About Altruist
Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.
We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!
But first, our values
Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.
Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.
Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.
The opportunity
As a Sales Enablement Manager, you’ll own the sales operating system that powers how Altruist grows. You’ll turn the Altruist Sales Playbook — built around Engagement Management, Pipeline Management, Business Development, and Book Management — into daily behavior, inspection, and improvement across all client-facing teams.
You’ll sit at the intersection of process, tools, and people: embedding a buyer-centric funnel into Salesforce and our sales tech stack, building training and coaching programs around it, while partnering with Sales, Customer Success, Operations, Marketing and Product to drive predictable, scalable performance. This role is ideal for someone who loves building systems and discipline around how teams sell, not just creating content.
Your impact
- Own the execution of the Altruist Sales Playbook, ensuring the four pillars (Engagement, Pipeline, Business Development, Book Management) are clearly defined, taught, and adopted across AEs, internal sales, AMs, and BD
- Turn the buyer‑centric funnel (from Targeted Firm through Live & Expanding) into concrete stage definitions, exit criteria, and “what good looks like” examples that reps and managers can explain in their own words
- Ensure consistency and quality across every stage of the advisor journey — from initial engagement through onboarding, asset transfer, and long-term expansion
- Standardize Engagement Management by operationalizing Valid Business Reasons (VBRs) and the Open–Get–Give–Close (OGGC) meeting model in templates, call guides, and CRM fields
- Hardwire Pipeline Management by implementing clear rules for opportunity creation, configuring stage criteria in Salesforce, and ensuring stage moves are driven by buyer evidence, not rep opinion
- Build onboarding and ongoing training programs tied to real sales behavior
- Partner with Sales Managers to build targeted development plans (2–3 focus skills per rep), and provide coaching frameworks for call reviews, deal reviews, and ongoing skills development
- Work cross‑functionally with Marketing, Product Marketing, Product, and Customer Success to ensure messaging, demos, and implementation motions align to the prescribed sales stages, playbooks and customer experience
What you bring
- 5–8+ years in Sales Enablement, Sales Operations, or Sales Leadership
- Proven ability to drive adoption and behavior change across sales teams
- Strong process design and program management skills: can map workflows, define standards, build rollouts, and manage cross‑functional projects from definition through adoption
- High level of analytical fluency: comfort structuring and interpreting funnel metrics, stage conversion, win/loss, and productivity metrics and turning them into crisp recommendations
- Strong bias toward clarity, simplicity, and accountability in how teams sell and how leaders manage
Bonus points
- Experience enabling sales teams that sell to financial advisors, RIAs, or institutional wealth platforms.
- Experience using LLMs and AI agents (Glean preferred) to improve sales workflows, inspection, and coaching leverage.
- Background working in high‑growth, product‑led companies where GTM motions and operating systems are evolving quickly.
What we bring
Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.
- A hybrid work schedule for most positions to promote strong, in-person collaboration.
- Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.
- Competitive pay and equity for eligible positions.
- Premium healthcare, dental, and vision insurance plans (HMO and PPO).
- 401k savings plan with a 4% match and immediate vesting.
- 16 week paid parental leave after one year of employment.
- Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
- Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).
- Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
- One month work from anywhere policy (with the exception of a few countries).
Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.
Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
Ready to apply?
Apply to Altruist
About Altruist
Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.
We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!
But first, our values
Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.
Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.
Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.
The opportunity
Altruist is entering an exciting phase, and we're looking for a Sales Operations Analyst to join our Client Development team. As a Sales Operations Analyst, you’ll build and maintain the reporting, analytics, and operational infrastructure that enables our Sales and Client Development teams to operate with clarity, consistency, and predictability.
You’ll sit at the intersection of data, systems, and strategy — owning core sales reporting, optimizing Salesforce and related tools, and surfacing insights that improve pipeline health, forecasting accuracy, and rep productivity. This role is ideal for someone who loves turning messy data into clear answers and wants to play a key role in scaling a high‑growth fintech company.
Your impact
- Build and maintain the reporting, analytics, and operational infrastructure that powers day‑to‑day execution and leadership decision‑making.
- Enable better decision‑making through sales dashboards and reporting across executive, manager, and rep levels (e.g., bookings, pipeline, activity, conversion).
- Analyze pipeline health, deal velocity, and stage conversion to identify growth opportunities and risks, and propose clear recommendations.
- Support weekly and monthly forecasting with accurate, data‑driven insights and consistent definitions across the team.
- Monitor and improve CRM data quality (primarily Salesforce), ensuring consistency, accuracy, and adherence to global processes.
- Deliver actionable insights on sales performance, productivity, territory coverage, and win/loss trends.
- Partner cross‑functionally with Sales Leadership, BI, Customer Success, Marketing, and Finance to align on metrics, definitions, and GTM priorities.
- Help evaluate, implement, and optimize sales tools and processes that improve rep efficiency and overall sales productivity.
What you bring
- 2–5+ years in Sales Operations, Revenue Operations, Business Analytics, or similar roles.
- Strong experience with Salesforce (reporting, dashboards, data structures, and basic administration best practices).
- Advanced Excel / Google Sheets skills; comfort working with large datasets (SQL experience is a plus).
- Experience working with sales or revenue analytics (pipeline, conversion funnels, forecasting, productivity).
- Highly analytical with strong attention to detail and a bias toward clear, structured thinking.
- Excellent communication skills - able to translate complex data into simple narratives and recommendations for non‑technical stakeholders.
Bonus points
- Experience with custodians, advisor‑facing platforms, or asset management.
- Experience with BI tools (e.g., Looker, Tableau, Mode) to design and maintain dashboards.
- Experience using LLMs and AI agents (Glean preferred) to improve workflows and drive leverage across the sales organization.
What we bring
Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.
- A hybrid work schedule for most positions to promote strong, in-person collaboration.
- Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.
- Competitive pay and equity for eligible positions.
- Premium healthcare, dental, and vision insurance plans (HMO and PPO).
- 401k savings plan with a 4% match and immediate vesting.
- 16 week paid parental leave after one year of employment.
- Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
- Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).
- Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
- One month work from anywhere policy (with the exception of a few countries).
Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.
Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
Ready to apply?
Apply to Altruist
About Altruist
Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.
We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!
But first, our values
Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.
Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.
Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.
The opportunity
Altruist is in the midst of an exceptional growth phase and we’re excited to hire a Senior Solutions Engineer to join our growing Enterprise team.
Your impact
- Collaborate closely with Product Director, Enterprise and Sales Director, Enterprise to develop and continuously refine a GTM strategy for the Enterprise segment.
- Drive sales execution by partnering with the Client Development team throughout the sales cycle from early discovery through close developing a consultative, solution approach, answering technical questions, delivering customized demos and presentations, and bringing in SMEs as needed into the process
- Lead end-to-end implementation and onboarding process of new enterprise clients; ensuring a smooth handoff from sales, managing technical requirements and gathering, coordinating integrations, etc.
- Develop a deep understanding of the Altruist platform to be able to demo and speak to various capabilities
- Stay informed on the technology landscape of the wealth management industry to be able to speak to different tech stack configurations, integration capabilities, speak to different use cases, and surface efficiency gains for firms
- Systematically capture advisor feedback throughout the sales cycle to help inform company priorities (e.g., product roadmap, marketing campaigns)
- Contribute to the sales team’s goal of creating predictable, scalable growth by proactively identifying ways to make the team better, meeting sales SLAs, and consistently maintaining accurate and complete records in Salesforce
- Travel as required during the pre- and post-sales process
- Develop competitive information and insights on legacy custodians (Schwab, Fidelity, Pershing) and build an understanding of how parts of their business and products operate
What you’ll bring
- Experience - 10+ years of experience in a sales engineering, solutions consulting, or technical pre-sales role, ideally supporting a B2B financial services or wealth management platform.
- Deep domain knowledge - a strong grasp of the RIA (Registered Investment Advisor) ecosystem, broker-dealer infrastructure, and portfolio management workflows. Experience navigating custodial platforms and compliance requirements is a strong plus.
- Technical fluency - proven ability to understand and explain complex API integrations, data flows, and back-end processes to both technical and non-technical audiences.
- Enterprise selling acumen - deep understanding of enterprise sales cycles, including discovery, proof-of-concept, security reviews, etc. You act as a trusted technical advisor throughout the process.
- Ownership - The pride you put into every aspect of your work is unparalleled and undeniable
- Superb communication - Intentional dialogue is a superpower. You listen as well as you share your perspective with others.
- Resilience - We’re inspired by your unwavering determination to achieve success, no matter the adversity you face along the way.
- Assurance - Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives.
- Creative problem-solving: Identifying the problem is simply not enough. You’re instinctively creative with your approach in finding solutions to roadblocks.
- Licensing: SIE, Series 7, and Series 63 licenses or the ability to obtain them in 90 days
What we bring
Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.
- A hybrid work schedule for most positions to promote strong, in-person collaboration.
- Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.
- Competitive pay and equity for eligible positions.
- Premium healthcare, dental, and vision insurance plans (HMO and PPO).
- 401k savings plan with a 4% match and immediate vesting.
- 16 week paid parental leave after one year of employment.
- Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
- Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).
- Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
- One month work from anywhere policy (with the exception of a few countries).
Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.
Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
Ready to apply?
Apply to Altruist
About Altruist
Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.
We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!
But first, our values
Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.
Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.
Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.
About Hazel
Hazel is building the AI engine for wealth management that helps unlock 10x growth, efficiency and value for financial advisors and their clients in a regulated industry. Since its launch last September, Hazel has organically and rapidly grown its user base.
Hazel is a part of Altruist’s broader mission to make financial advice better, more affordable, and accessible to all.
This role is hybrid, with four in-office days per week at our San Francisco FiDi location.
The opportunity
You’ll be the first technical hire on Hazel’s revenue team that requires you to be hands on and lead the revenue infrastructure for Hazel from the ground up. You'll define what a 0 to 1 AI native revenue operations stack looks like: laying the technical and data foundations, owning pipeline visibility, and partnering with our VP of Revenue to make sure sales capacity is working to their fullest. You're the person who makes the revenue team faster, sharper, and more accountable, and you have the technical depth to build what doesn't exist yet.
If you've led RevOps or GTM Engineering at a high-growth company, understand the full revenue lifecycle, and want to architect something from scratch inside one of the most exciting AI companies in fintech, this is the role.
What you'll do
- Design and build Hazel's full revenue tech stack (CRM, marketing automation, enrichment, sequencing, attribution) with a clear point of view on what we should build, buy, or integrate.
- Build AI-powered agents and workflows for lead qualification, outbound personalization, and rep productivity; owning the full system from data inputs to action and output.
- Leverage AI and automation to enhance system capabilities, reduce manual processes, and unlock productivity gains across revenue-generating functions
- Architect multi-step, agentic GTM systems that automate workflows across the funnel (research → enrichment → scoring → outreach → routing).
- Manage the revenue data warehouse – Own our Snowflake layer for GTM data; write or oversee the SQL and pipeline logic that powers forecasting, dashboards and board-level reporting.
- Evaluate vendor contracts, own integrations, and where needed, write or direct the Python/TypeScript code that connects systems and closes gaps off-the-shelf tools can't fill.
- Design lead routing, lifecycle stages, SLAs, and handoff logic between marketing, SDRs and AEs; ensure the system enforces the motion, not just documents it.
What you'll bring
- 8+ years in Revenue Operations, GTM Engineering, or Sales Operations, including direct experience where you were the one who actually built the GTM stack.
- Proven track amplifying a sales team's output, not just maintained tooling, but architected systems that changed how the team goes to market.
- Strong technical fluency: comfortable with APIs, Webhooks, SQL and a revenue data warehouse (Snowflake, BigQuery, or Databricks), experienced with CRM platforms (HubSpot or Salesforce) at an admin/architect level, and the ability to write Python/Javascript code.
- Experience designing and deploying AI-powered GTM workflows, whether through LLM APIs, Clay, or custom-built tooling, with a bias toward automation that removes friction from the revenue motion.
- A foundational understanding of pipeline economics, forecasting methodology, and how GTM systems decisions ripple into revenue outcomes.
- Comfort building in ambiguity. You make decisions with incomplete information, move fast, and clean up as you scale.
Bonus points
- Experience scaling GTM at a company that sold an AI-native or technically complex product, where the buyer education motion was non-standard.
- Background in analytics engineering (dbt, Fivetran, Segment) or data infrastructure.
- Prior experience as the founding or first RevOps hire at an early-stage company. You know what it means to set up a function from scratch.
- Familiarity with LLM APIs (Anthropic, OpenAI) used to build GTM workflows. You can build AI native lead qualification agents, call summarization, email personalization, products etc.
Leveling & compensation
Competitive base + equity. This is a foundational hire; we expect to pay for proven capability. This role has a target compensation range of $250,000-$300,000. Final level and compensation is individualized and will be determined based on overall experience, qualifications, and interview performance.
What we bring
Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.
- A hybrid work schedule for most positions to promote strong, in-person collaboration.
- Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.
- Competitive pay and equity for eligible positions.
- Premium healthcare, dental, and vision insurance plans (HMO and PPO).
- 401k savings plan with a 4% match and immediate vesting.
- 16 week paid parental leave after one year of employment.
- Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
- Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).
- Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
- One month work from anywhere policy (with the exception of a few countries).
Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.
Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
Ready to apply?
Apply to Altruist
Founding Sales Executive, Hazel AI (Multiple Levels)
Share this job
About Altruist
Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.
We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!
But first, our values
Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.
Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.
Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.
About Hazel
Hazel is building the AI engine for wealth management that helps unlock 10x growth, efficiency and value for financial advisors and their clients in a regulated industry. Since its launch last September, Hazel has organically and rapidly grown its user base.
Hazel is a part of Altruist’s broader mission to make financial advice better, more affordable, and accessible to all.
This role is hybrid, with four in-office days per week at our San Francisco FiDi location.
The opportunity
This is a rare early founding AE role: you’ll close revenue now while helping define the repeatable motion we’ll scale alongside product, marketing, and leadership. You’ll sell in a market where buyers care about value, trust and compliance.
What you'll do
- Close new business and expansions across sales assist, sales led and cross sell opportunities
- Run the full sales cycle, from consultative discovery to close
- Maintain high operating rigor through clear stage definitions, playbooks and forecasting discipline
- Partner tightly with Product + Marketing to refine persona messaging and turn early wins into proof points and references
What you'll bring
- Quota-carrying B2B SaaS sales experience (full-cycle)
- Proven strength in discovery, deal strategy, and executive communication
- Comfort selling into regulated / trust-sensitive workflows
- Bias for action, high agency, and ability to operate in ambiguity (early-stage motion, evolving product)
Bonus points
- Experience selling AI products or workflow automation
- Exposure to wealth management, RIA operations, fintech, or adjacent verticals
Leveling & compensation
This role is open to considering candidates across multiple experience levels. Final level and compensation will be determined based on overall experience, interview performance, and scope of impact. Our estimated On-Target-Earnings across experience levels are listed below:
- Growth Account Executive | Target OTE between $200,000-210,000
- Years of experience: 2-4
- Segment: SMB
- Deal size: smaller ACV, higher velocity
- Owns: full cycle with support on complex stakeholders
- Strength: strong outbound + clean discovery + selling to pain points
- Senior Account Executive | Target OTE between $250,000-275,000
- Years of experience: 4-8
- Segment: mid-market
- Deal size: larger ACV, multi-stakeholder
- Owns: complex deals end-to-end; drives evaluation plans / pilots
- Strength: strong deal strategy, MEDDICC-like rigor, procurement navigation
- Influence: helps improve strategy, messaging, and playbooks via field feedback
- Enterprise / Strategic Account Executive | Target OTE between $320,000-340,000
- Years of experience: 8+
- Segment: enterprise / strategic Accounts
- Deal size: key accounts, 6-figure+ ACV and/or multi-product expansion
- Owns: long-cycle, high-stakes deals involving security, compliance, IT, executive buyers
- Strength: lands-and-expands, account plans, champions, executive alignment
- Influence: helps shape early sales motion; mentors, contributes to hiring/onboarding
What we bring
Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.
- A hybrid work schedule for most positions to promote strong, in-person collaboration.
- Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.
- Competitive pay and equity for eligible positions.
- Premium healthcare, dental, and vision insurance plans (HMO and PPO).
- 401k savings plan with a 4% match and immediate vesting.
- 16 week paid parental leave after one year of employment.
- Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
- Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).
- Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
- One month work from anywhere policy (with the exception of a few countries).
Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.
Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
Ready to apply?
Apply to Altruist
Founding Sales Development Representative, Hazel AI
Share this job
About Altruist
Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.
We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!
But first, our values
Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.
Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.
Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.
About Hazel
Hazel is building the AI engine for wealth management that helps unlock 10x growth, efficiency and value for financial advisors and their clients in a regulated industry. Since its launch last September, Hazel has organically and rapidly grown its user base.
Hazel is a part of Altruist’s broader mission to make financial advice better, more affordable, and accessible to all.
This role is hybrid, with four in-office days per week at our San Francisco FiDi location.
The opportunity
Hazel needs a Business Development Representative who can consistently generate and qualify pipeline in the hundreds of thousands of dollars per month. You’ll own top-of-funnel execution – responding quickly to inbound interest and running targeted outbound to our ICP while partnering closely with AEs to convert interest into high-quality meetings and sales-qualified opportunities. This is a foundational hire with direct impact on Hazel’s growth trajectory and go-to-market playbook.
What you'll do
- Generate pipeline by running a balanced motion across inbound follow-up and outbound prospecting
- Qualify and route leads: run first-touch discovery, assess fit, and schedule next steps with AEs.
- Execute targeted outbound plays (email, phone, LinkedIn) to reach key decision-makers in ICP accounts.
- Create a great buyer experience: thoughtful follow-ups, clear next steps, and fast response times – especially on inbound.
- Operate with rigor: maintain clean CRM data, track activity, and improve conversion through feedback loops with Product, Sales and Marketing.
- Iterate your craft: test messaging, sequences, and channels; bring learnings back to the team to improve playbooks.
- Learn the Wealth management AI landscape and translate Hazel.ai’s value into business outcomes for different personas (operators, leaders, technical stakeholders).
- Leverage AI to research accounts and craft high-signal, personalized outreach at scale – continuously testing messaging and sequences to improve reply rates, meetings set, and qualified pipeline conversion.
What you'll bring:
- 1+ years in a BDR role or a high-cadence customer-facing role.
- Strong written + verbal communication; comfortable with discovery and objection handling.
- High ownership and pace: you prioritize well, follow through, are organized and thrive in ambiguity.
- Data-informed mindset: you track what’s working, diagnose drop-offs, and adjust.
- Familiarity with CRM and sales tooling (e.g., Salesforce/HubSpot + sales engagement tools).
Bonus points:
- Experience selling into a defined ICP (SMB/MM/Enterprise) and partnering closely with AEs on account strategy.
- Comfort using intent signals and AI tools to personalize outreach and improve conversion.
Compensation:
This role has a target OTE of $115,000, combining base salary and variable incentive compensation. Final compensation is individualized and based on experience and qualifications. Equity and benefits are included for full-time employees.
What we bring
Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.
- A hybrid work schedule for most positions to promote strong, in-person collaboration.
- Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.
- Competitive pay and equity for eligible positions.
- Premium healthcare, dental, and vision insurance plans (HMO and PPO).
- 401k savings plan with a 4% match and immediate vesting.
- 16 week paid parental leave after one year of employment.
- Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
- Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).
- Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
- One month work from anywhere policy (with the exception of a few countries).
Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.
Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
Ready to apply?
Apply to Altruist