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.
The opportunity
Hazel needs a player/coach sales leader who has done this before: build rigor, coach AEs, establish operating cadence, and turn early traction into a scalable revenue engine. You will be in the field, in the deals, and in the details. This role is hybrid, with four in-office days per week at our San Francisco FiDi location.
Your impact
- Build the sales operating system
- Define and run the weekly cadence: pipeline reviews, deal reviews, forecasting, inspection
- Establish stage definitions, exit criteria, and a qualification framework that’s simple and enforceable
- Lead the team
- Hire, onboard, coach, and performance-manage AEs
- Build a high-output culture with clear standards on discovery quality, deal strategy, objection handling, and urgency creation
- Be hands-on in key deals (when to engage execs, negotiate in larger deals)
- Partner cross-functionally
- Codify the PLG → Sales handoff: what signals trigger sales involvement; SLAs; routing rules
- Partner with Marketing on demand strategy, funnel diagnostics, and proof points
- Partner with Product on structured field feedback loops and prioritizing features that unblock sales (compliance, admin workflows, provisioning)
- Build and operationalize a cross-sell/referral motion with the Altruist GTM/Sales team
What you bring
- 8+ years in B2B SaaS sales, including 2+ years managing quota-carrying AEs
- Demonstrated ability to build early GTM rigor: creating the playbook, forecasting, hiring, and coaching
- Strong deal leadership: can improve win rates through discovery, messaging, and process
- Experience selling into complex buying environments (security/compliance/legal, multi-stakeholder)
- Bonus points if you bring:
- AI product selling or vertical SaaS/workflow automation
- Wealth/fintech domain familiarity
Compensation
This role has a target compensation range of $450,000–$550,000 OTE (base + variable). Final level and compensation is individualized and will be determined based on overall experience, qualifications, and interview performance.
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.
- 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 total compensation.
- 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.).
Total compensation includes a competitive benefits package, along with a bonus program 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.
Skills Required
- 8+ years of experience in B2B SaaS sales
- 2+ years managing quota-carrying account executives
- Experience building early go-to-market rigor, including playbooks, forecasting, hiring, and coaching
- Strong deal leadership skills, including improving win rates through discovery, messaging, and process
- Experience selling into complex buying environments involving security, compliance, legal, and multiple stakeholders
- Experience selling AI products or vertical SaaS/workflow automation
- Familiarity with the wealth management or fintech domain
Altruist Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Altruist and has not been reviewed or approved by Altruist.
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Healthcare Strength — Healthcare coverage is described as comprehensive, including medical, dental, and vision, often starting on day one. Feedback suggests disability and life insurance are also part of the core package.
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Retirement Support — A 401(k) plan is consistently noted as part of the financial benefits. This aligns with standard tech-startup offerings aimed at supporting long-term savings.
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Equity Value & Accessibility — Equity or stock options are commonly included to align employees with company growth. This is positioned as a typical component of the firm’s total rewards in a venture-backed context.
Altruist Insights
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).
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