Sales Executive, Pacific North West

Altruist • Washington, DC

1d • $265,000 - $285,000 • 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!

Altruist is in the midst of an exceptional growth phase and we're excited to hire a Sales Executive to join our growing Client Development team. In this role, you'll build a deep understanding of the Altruist platform and clearly position its capabilities to financial advisors. You'll use consultative selling to build trust, educate advisors, and guide them through the buying process to acquire, retain, and expand business. You'll also help create predictable, scalable growth by sharing advisor feedback, meeting sales service-level agreements, and continuously improving how the team works.

Requirements

• At least 5 years of experience as a sales professional at a B2B financial services, fintech, or SaaS organization.
• A track record of meeting or exceeding quotas in a fast-paced environment.
• Strong consultative sales skills.
• The ability to quickly understand complex product features and articulate how they create value for customers.
• Ideally, a B.A./B.S. degree in a relevant field such as Business, Marketing, Economics, etc.
• Securities licenses - Series 7 and 63 licenses
• Technologically savvy and able to quickly get up to speed on modern tech stacks, including AI and agentic workflows
• You take exceptional pride in every aspect of your work and hold yourself accountable for delivering high-quality results.
• You practice intentional dialogue, listen thoughtfully, and share your perspective clearly with others.
• You demonstrate unwavering determination to achieve success, even in the face of adversity.
• You bring confident, ego-less judgment; a strong knowledge base; the ability to discover the unknown; and openness to differing perspectives.
• You look beyond identifying problems and bring an instinctively creative approach to overcoming roadblocks.

Responsibilities

• Deliver results and demonstrate our core values while achieving individual quarterly and annual quota and supporting the success of the broader sales team.
• Quickly develop a deep understanding of the Altruist platform and effectively position Altruist, the platform, and specific features such as the rebalancer and Model Marketplace.
• Leverage consultative selling skills to build trust with advisors, educate them, and guide them through the buying process to acquire, retain, and expand business.
• Systematically capture advisor feedback to help inform company priorities, including the product roadmap and marketing campaigns.
• Proactively identify ways to improve the sales team while meeting sales service-level agreements and maintaining accurate, complete records in Salesforce.
• Demonstrate coachability and a growth mindset by absorbing and applying feedback from sales leadership to increase effectiveness and efficiency.

Benefits

• 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.).
• One month work from anywhere policy (with the exception of a few countries).

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree