Note: The job is a remote job and is open to candidates in USA. Altruist is hiring a Sales Executive to help financial advisors understand and adopt its wealth management platform. The role uses consultative selling to acquire, retain, and expand business while sharing advisor feedback and improving sales processes.

Responsibilities

• Deliver results and demonstrate our core values while achieving individual quarterly and annual quota and supporting the success of the broader sales team
• Quickly develop a deep understanding of the Altruist platform and effectively position Altruist, the platform, and specific features such as the rebalancer and Model Marketplace
• Leverage consultative selling skills to build trust with advisors, educate them, and guide them through the buying process to acquire, retain, and expand business
• Systematically capture advisor feedback to help inform company priorities, including the product roadmap and marketing campaigns
• Proactively identify ways to improve the sales team while meeting sales service-level agreements and maintaining accurate, complete records in Salesforce
• Demonstrate coachability and a growth mindset by absorbing and applying feedback from sales leadership to increase effectiveness and efficiency

Skills

• At least 5 years of experience as an independent financial advisor, as a sales professional at a B2B financial services, fintech, or SaaS organization, or as a consultant specializing in financial services at a top-tier management consulting firm
• A track record of meeting or exceeding quotas in a fast-paced environment
• Strong consultative sales skills
• The ability to quickly understand complex product features and articulate how they create value for customers
• Series 7 and 63 licenses
• Technologically savvy and able to quickly get up to speed on modern tech stacks, including AI and agentic workflows
• You take exceptional pride in every aspect of your work and hold yourself accountable for delivering high-quality results
• You practice intentional dialogue, listen thoughtfully, and share your perspective clearly with others
• You demonstrate unwavering determination to achieve success, even in the face of adversity
• You bring confident, ego-less judgment; a strong knowledge base; the ability to discover the unknown; and openness to differing perspectives
• You look beyond identifying problems and bring an instinctively creative approach to overcoming roadblocks
• Ideally, a B.A./B.S. degree in a relevant field such as Business, Marketing, Economics, etc

Benefits

• Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX.
• 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).
• A bonus program for eligible roles.

Company Overview