Founding Sales Development Representative, Hazel AI

Altruist•San Francisco, CA

2d•Hybrid

About The Position

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! 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. Hazel needs a Business Development Representative who can consistently generate and qualify pipeline in the hundreds of thousands of dollars per month. You’ll own top-of-funnel execution – responding quickly to inbound interest and running targeted outbound to our ICP while partnering closely with AEs to convert interest into high-quality meetings and sales-qualified opportunities. This is a foundational hire with direct impact on Hazel’s growth trajectory and go-to-market playbook.

Requirements

1+ years in a BDR role or a high-cadence customer-facing role.
Strong written + verbal communication; comfortable with discovery and objection handling.
High ownership and pace: you prioritize well, follow through, are organized and thrive in ambiguity.
Data-informed mindset: you track what’s working, diagnose drop-offs, and adjust.
Familiarity with CRM and sales tooling (e.g., Salesforce/HubSpot + sales engagement tools).

Nice To Haves

Experience selling into a defined ICP (SMB/MM/Enterprise) and partnering closely with AEs on account strategy.
Comfort using intent signals and AI tools to personalize outreach and improve conversion.

Responsibilities

Generate pipeline by running a balanced motion across inbound follow-up and outbound prospecting
Qualify and route leads: run first-touch discovery, assess fit, and schedule next steps with AEs.
Execute targeted outbound plays (email, phone, LinkedIn) to reach key decision-makers in ICP accounts.
Create a great buyer experience: thoughtful follow-ups, clear next steps, and fast response times – especially on inbound.
Operate with rigor: maintain clean CRM data, track activity, and improve conversion through feedback loops with Product, Sales and Marketing.
Iterate your craft: test messaging, sequences, and channels; bring learnings back to the team to improve playbooks.
Learn the Wealth management AI landscape and translate Hazel.ai’s value into business outcomes for different personas (operators, leaders, technical stakeholders).
Leverage AI to research accounts and craft high-signal, personalized outreach at scale – continuously testing messaging and sequences to improve reply rates, meetings set, and qualified pipeline conversion.

Benefits

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.
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, entertainment 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.