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Altruist
Altruist
51 – 200 Employees
H1B Visa SponsorConsultingLogisticsMarketing
Altruist builds financial technology and brokerage services for registered investment advisers. Its platform brings together portfolio management, reporting, fee billing, and custody, helping advisory firms manage client accounts and day-to-day operations. The company also offers trading services, including commission-free trading, and develops tools intended to make advisory work more efficient. Altruist’s brokerage and advisory services are provided through separate regulated entities.
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Sales Executive, Financial Advisor Platform

Sell Altruist’s AI-powered wealth management platform to financial advisors through consultative sales. Meet quotas, gather advisor feedback, and keep Salesforce records accurate.

USUnited StatesIDIdahoMTMontanaOROregonUTUtahWAWashingtonWYWyomingRemoteFull-timeMiddleSeniorEnglish RequiredSales

Description

  • Learn the Altruist platform in depth and explain its capabilities to financial advisors.
  • Build trust through consultative selling, educate advisors, guide them through the buying process, and win, retain, and grow business.
  • Meet individual quarterly and annual quotas while contributing to the wider sales team.
  • Present Altruist and its platform effectively, including features such as the rebalancer and Model Marketplace.
  • Gather advisor feedback consistently to inform company priorities, including product roadmap and marketing campaigns.
  • Find ways to improve the sales team while meeting sales service-level agreements.
  • Keep Salesforce records accurate and complete.
  • Apply feedback from sales leaders to improve effectiveness and efficiency.

Requirements

  • Bring at least five years of sales experience at a B2B financial services, fintech, or SaaS organization.
  • Show a record of meeting or exceeding quotas in a fast-paced environment.
  • Demonstrate strong consultative selling skills.
  • Quickly understand complex product features and explain the value they offer customers.
  • A relevant bachelor’s degree, such as in business, marketing, or economics, is preferred but optional.
  • Hold Series 7 and 63 licenses.
  • Be comfortable with technology and able to learn modern tech stacks, including AI and agentic workflows.
  • Take ownership and accountability for delivering high-quality results.
  • Communicate exceptionally well, listen thoughtfully, and express ideas clearly.
  • Show resilience and determination to succeed.
  • Exercise confident, ego-free judgment and remain open to different perspectives.
  • Solve problems creatively.

Benefits

  • Premium HMO and PPO medical, dental, and vision insurance.
  • 401(k) savings plan with a 4% company match and immediate vesting.
  • 16 weeks of paid parental leave after one year of employment.
  • Professional development opportunities, including an employee mobility program and an annual learning and development budget for each employee.
  • Discounts through the company perks program on pet insurance, fitness, mobile phone plans, and travel.
  • Financial guidance, including counseling on debt, personal spending, savings and planning goals, and preparing to buy a home.
  • One month per year to work from anywhere, except in certain countries.
  • Competitive total compensation.
  • Bonus program for eligible roles.

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