Sales Executive, New York & New Jersey

Altruist • Remote (New York, NJ

3d • $265,000 - $285,000

About The Position

Altruist is hiring a Sales Executive to join its growing Client Development team during a period of exceptional growth. The role focuses on building a deep understanding of the Altruist platform and clearly positioning its capabilities to financial advisors. Through consultative selling, the Sales Executive builds trust, educates advisors, and guides them through the buying process to acquire, retain, and expand business. The role also supports predictable, scalable growth by sharing advisor feedback, meeting sales service-level agreements, maintaining accurate Salesforce records, and continuously improving how the team works.

The position is based in the New York and New Jersey region. Target compensation is $265,000–$285,000 OTE (base plus variable); final level and compensation depend on experience, qualifications, and interview performance.

Requirements

• At least 5 years of experience as an independent financial advisor, a sales professional at a B2B financial services, fintech, or SaaS organization, or a consultant specializing in financial services at a top-tier management consulting firm.
• Track record of meeting or exceeding quotas in a fast-paced environment.
• Strong consultative sales skills.
• Ability to quickly understand complex product features and explain how they create value for customers.
• Series 7 and Series 63 securities licenses.
• Technological aptitude, including the ability to quickly learn modern technology stacks, AI, and agentic workflows.
• Strong ownership, accountability, and commitment to high-quality work.
• Clear communication and thoughtful listening skills.
• Resilience and determination in the face of adversity.
• Confident, ego-less judgment, a strong knowledge base, ability to discover unknowns, and openness to differing perspectives.
• Creative problem-solving skills and an ability to overcome roadblocks.

Nice To Haves

• B.A. or B.S. degree in a relevant field such as Business, Marketing, or Economics.

Responsibilities

• Meet or exceed individual quarterly and annual quotas while supporting the broader sales team and demonstrating company values.
• Develop a deep understanding of the Altruist platform and position the platform and features such as the rebalancer and Model Marketplace effectively.
• Use consultative selling to build trust with financial advisors, educate them, and guide them through the buying process to acquire, retain, and expand business.
• Systematically capture advisor feedback to inform company priorities, including the product roadmap and marketing campaigns.
• Identify ways to improve the sales team while meeting sales service-level agreements and maintaining accurate, complete records in Salesforce.
• Receive and apply feedback from sales leadership to improve effectiveness and efficiency.

Benefits

• Premium healthcare, dental, and vision insurance plans (HMO and PPO).
• 401(k) savings plan with a 4% match and immediate vesting.
• 16 weeks of paid parental leave after one year of employment.
• Professional growth and development opportunities, including an employee mobility program and an annual learning and development budget allocation.
• Company perks program with discounts on pet insurance, fitness, cell phone plans, and travel.
• Financial guidance program covering topics such as debt, personal spending, savings goals, and home-purchasing preparedness.
• One month work-from-anywhere policy, with exceptions for some countries.
• Bonus program for eligible roles.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed