About Altruist
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.
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!
But first, our values
Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.
Brilliance - 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.
Grit - 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.
About Hazel
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.
Hazel is a part of Altruist’s broader mission to make financial advice better, more affordable, and accessible to all.
This role is hybrid, with four in-office days per week at our San Francisco FiDi location.
The opportunity
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.
What you'll do
- Close new business and expansions across sales assist, sales led and cross sell opportunities
- Run the full sales cycle, from consultative discovery to close
- Maintain high operating rigor through clear stage definitions, playbooks and forecasting discipline
- Partner tightly with Product + Marketing to refine persona messaging and turn early wins into proof points and references
What you'll bring
- Quota-carrying B2B SaaS sales experience (full-cycle)
- Proven strength in discovery, deal strategy, and executive communication
- Comfort selling into regulated / trust-sensitive workflows
- Bias for action, high agency, and ability to operate in ambiguity (early-stage motion, evolving product)
Bonus points
- Experience selling AI products or workflow automation
- Exposure to wealth management, RIA operations, fintech, or adjacent verticals
Leveling & compensation
This role 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:
- Growth Account Executive | Target OTE between $200,000-210,000
- Years of experience: 2-4
- Segment: SMB
- Deal size: smaller ACV, higher velocity
- Owns: full cycle with support on complex stakeholders
- Strength: strong outbound + clean discovery + selling to pain points
- Senior Account Executive | Target OTE between $250,000-275,000
- Years of experience: 4-8
- Segment: mid-market
- Deal size: larger ACV, multi-stakeholder
- Owns: complex deals end-to-end; drives evaluation plans / pilots
- Strength: strong deal strategy, MEDDICC-like rigor, procurement navigation
- Influence: helps improve strategy, messaging, and playbooks via field feedback
- Enterprise / Strategic Account Executive | Target OTE between $320,000-340,000
- Years of experience: 8+
- Segment: enterprise / strategic Accounts
- Deal size: key accounts, 6-figure+ ACV and/or multi-product expansion
- Owns: long-cycle, high-stakes deals involving security, compliance, IT, executive buyers
- Strength: lands-and-expands, account plans, champions, executive alignment
- Influence: helps shape early sales motion; mentors, contributes to hiring/onboarding
What we bring
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.
- A hybrid work schedule for most positions to promote strong, in-person collaboration.
- 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.
- Competitive pay and equity for eligible positions.
- 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).
Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.
Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
What We Do
Altruist is on a mission to make independent financial advice better, more affordable, and accessible. We’ve built an all-in-one platform that reduces barriers for financial advisors to deliver great advice. Our software makes advisors more efficient and gives them the freedom to charge less. This means clients pay less, make more, and gain confidence. We want to help tens of millions of people have an amazing experience with their money by supporting thousands of financial professionals.
Why Work With Us
We're helping more people get access to quality financial advice. This means lower costs, no minimums, and full transparency. Our team is passionate about our mission and we love working together. Altruist provides all the usual perks of a tech startup, just no ego or politics. We believe in hiring brilliant, hard-working, nice people (no jerks).
Gallery
