Altruist operates a vertically integrated platform combining self‑clearing brokerage, custody, and advisory software for RIAs, offering account opening, trading (fractional/fixed‑income), model management, rebalancing, reporting, billing, and client mobile apps.
<div class="content-intro"><p><span style="text-decoration: underline;"><strong>About Altruist</strong></span></p> <p>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.</p> <p>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!</p> <p><span style="text-decoration: underline;"><strong>But first, our values</strong></span></p> <p style="padding-left: 40px;"><strong>Kindness</strong> - Kindness doesn’t <em>just</em> equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.<br><br><strong>Brilliance</strong> - 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.<br><br><strong>Grit</strong> - 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.</p></div><p><span style="font-weight: 400;"><span style="text-decoration: underline;"><strong>About Hazel</strong></span></span></p> <p>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.</p> <p>Hazel is a part of Altruist’s broader mission to make financial advice better, more affordable, and accessible to all.</p> <p><strong>This role is hybrid, with four in-office days per week at our San Francisco FiDi location.</strong></p> <p><span style="font-weight: 400;"><span style="text-decoration: underline;"><strong>The opportunity</strong></span></span></p> <p>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.</p> <p><span style="text-decoration: underline;"><strong>What you'll do</strong></span></p> <ul> <li>Close new business and expansions across sales assist, sales led and cross sell opportunities</li> <li>Run the full sales cycle, from consultative discovery to close </li> <li>Maintain high operating rigor through clear stage definitions, playbooks and forecasting discipline</li> <li>Partner tightly with Product + Marketing to refine persona messaging and turn early wins into proof points and references</li> </ul> <p><span style="text-decoration: underline;"><strong>What you'll bring</strong></span></p> <ul> <li>Quota-carrying B2B SaaS sales experience (full-cycle)</li> <li>Proven strength in discovery, deal strategy, and executive communication</li> <li>Comfort selling into regulated / trust-sensitive workflows</li> <li>Bias for action, high agency, and ability to operate in ambiguity (early-stage motion, evolving product)</li> </ul> <p><span style="text-decoration: underline;"><strong>Bonus points</strong></span></p> <ul> <li>Experience selling AI products or workflow automation</li> <li>Exposure to wealth management, RIA operations, fintech, or adjacent verticals</li> </ul> <p><span style="text-decoration: underline;"><strong>Leveling & compensation</strong></span></p> <p>This role will focus on the mid-market segment and 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:</p> <ul> <li><strong>Growth Account Executive | Target OTE between $200,000-210,000</strong> <ul> <li data-stringify-indent="0" data-stringify-border="1">Years of experience: 2-4</li> <li data-stringify-indent="0" data-stringify-border="1">Segment: SMB</li> <li data-stringify-indent="0" data-stringify-border="1">Deal size: smaller ACV, higher velocity</li> <li data-stringify-indent="0" data-stringify-border="1">Owns: full cycle with support on complex stakeholders</li> <li data-stringify-indent="0" data-stringify-border="1">Strength: strong outbound + clean discovery + selling to pain points</li> </ul> </li> </ul> <ul> <li data-stringify-indent="0" data-stringify-border="1"><strong>Mid-Market Account Executive | Target OTE between $250,000-275,000</strong> <ul> <li>Years of experience: 4-8</li> <li>Segment: mid-market</li> <li>Deal size: larger ACV, multi-stakeholder</li> <li>Owns: complex deals end-to-end; drives evaluation plans / pilots</li> <li>Strength: strong deal strategy, MEDDICC-like rigor, procurement navigation</li> <li>Influence: helps improve strategy, messaging, and playbooks via field feedback</li> </ul> </li> </ul><div class="content-conclusion"><p><span style="text-decoration: underline;"><strong>What we bring</strong></span></p> <p>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.</p> <ul> <li>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. </li> <li>Competitive pay and equity for eligible positi