Sales Executive, Hazel AI

AltruistLos Angeles, CA
3dHybrid

About The Position

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. The opportunity This is a rare early 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.

Requirements

  • 4–6+ years of 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)

Nice To Haves

  • Experience selling AI products or workflow automation
  • Exposure to wealth management, RIA operations, fintech, or adjacent verticals

Responsibilities

  • 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

Benefits

  • A hybrid work schedule for most positions to promote strong, in-person collaboration and a healthy work-life-balance.
  • 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.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

Number of Employees

101-250 employees

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