Senior Sales Executive

About the Company

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.

Responsibilities

• Own a portfolio of large, complex enterprise opportunities from discovery through onboarding
• Lead multi-threaded deal strategy across executive, operational, and advisor stakeholders
• Coordinate with Business Development, Solutions Engineering, Relationship Management, Product, and Operations
• Build and maintain detailed account plans, deal notes, and external action plans
• Run business-case and solution-alignment conversations connecting platform value to prospect priorities
• Partner with internal teams on commercial structuring, pricing discussions, and proposal development
• Maintain strong Salesforce hygiene and deal inspection rigor for accurate forecasting
• Travel as needed for onsite visits, executive meetings, and strategic presentations

Requirements

• 10+ years of enterprise sales or strategic account management in wealth management, fintech, or financial services
• Strong understanding of the RIA ecosystem, advisor business models, and custody dynamics
• Proven ability to move complex opportunities through solution alignment and onsite diligence
• High emotional intelligence and strong executive presence
• Ability to lead cross-functionally without formal authority
• SIE, Series 7, and Series 63 licenses, or ability to obtain them within 90 days

Benefits

• Competitive pay and equity (Stock Options)
• Premium healthcare, dental, and vision insurance
• 401k savings plan with 4% match and immediate vesting
• 16 week paid parental leave
• Professional growth and development budget
• One month work from anywhere policy