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="text-decoration: underline;"><strong>The opportunity</strong></span></p> <p>Altruist is in the midst of an exceptional growth phase and we’re excited to hire a Founding Senior Solutions Engineer to join our growing Enterprise Sales Organization. In this role, you'll serve as strategic technical consultant for prospective and current Enterprise customers while partnering with sales, product and engineering leadership to create and deliver on a high impact roadmap. Success in this role will accelerate Altruist's adoption and momentum amongst Enterprise RIAs and result in significant career growth. </p> <p><span style="text-decoration: underline;"><strong>Your impact</strong></span></p> <ul> <li>Collaborate closely with Product Director, Enterprise and Sales Director, Enterprise to develop and continuously refine a GTM strategy for the Enterprise segment.</li> <li>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</li> <li>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.</li> <li>Develop a deep understanding of the Altruist platform to be able to demo and speak to various capabilities</li> <li>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</li> <li>Systematically capture advisor feedback throughout the sales cycle to help inform company priorities (e.g., product roadmap, marketing campaigns)</li> <li>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</li> <li>Travel as required during the pre- and post-sales process</li> <li>Develop competitive information and insights on legacy custodians (Schwab, Fidelity, Pershing) and build an understanding of how parts of their business and products operate</li> </ul> <p><span style="text-decoration: underline;"><strong>What you’ll bring</strong></span></p> <ul> <li><strong>Experience - </strong>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.</li> <ul> <li><strong>Deep domain knowledge</strong> - 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.</li> <li><strong>Technical fluency</strong> - proven ability to understand and explain complex API integrations, data flows, and back-end processes to both technical and non-technical audiences.</li> <li><strong>Enterprise selling acumen</strong> - deep understanding of enterprise sales cycles, including discovery, proof-of-concept, security reviews, etc. You act as a trusted technical advisor throughout the process.</li> </ul> <li><strong>Ownership</strong> - The pride you put into every aspect of your work is unparalleled and undeniable</li> <li><strong>Superb communication</strong> - Intentional dialogue is a superpower. You listen as well as you share your perspective with others.</li> <li><strong>Resilience</strong> - We’re inspired by your unwavering determination to achieve success, no matter the adversity you face along the way.</li> <li><strong>Assurance</strong> - 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.</li> <li><strong>Creative problem-solving:</strong> Identifying the problem is simply not enough. You’re instinctively creative with your approach in finding solutions to roadblocks.</li> <li><strong>Licensing</strong>: SIE, Series 7, and Series 63 licenses or the ability to obtain them in 90 days</li> </ul> <p><span style="text-decoration: underline;"><strong>Travel Expectations</str