Business Development Representative, Hazel AI

Altruist; San Francisco (CA); Hybrid; USD 65,000 - 110,000; Full time

Benefits offered by this job

Hybrid work model

In-office four days per week – SF FiDi

Job summary

Altruist is hiring a Business Development Representative to generate and qualify pipeline for Hazel, an AI engine for wealth management. You will own top-of-funnel execution, respond quickly to inbound interest, and run targeted outbound to ICP accounts, collaborating with AEs to convert leads into meetings and opportunities.

You’ll thrive in a fast-paced environment, using CRM and sales tools to maintain data integrity and improve conversions with feedback loops to product and marketing.

Qualifications

• 1+ years in a BDR role or high-cadence customer-facing role.
• Strong written and verbal communication.
• High ownership and pace; organized and able to handle ambiguity.
• Data-informed mindset with ability to diagnose drop-offs and adjust.

Responsibilities

• Generate pipeline via inbound follow-up and outbound prospecting.
• Qualify and route leads; conduct first-touch discovery with SCPs and AEs.
• Execute targeted outbound plays (email, phone, LinkedIn).
• Create a great buyer experience with timely follow-ups and clear next steps.
• Maintain clean CRM data and track activity for improvement.
• Test messaging and sequences; share learnings with the team.
• Learn the Wealth management AI landscape and translate value.
• Leverage AI to research accounts and personalize outreach at scale.

Skills

BDR experience

Communication

Data analysis

CRM proficiency

Account strategy

AI tooling familiarity

Tools

Salesforce

HubSpot

Sales engagement tools

Job description

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.

This role is hybrid, with four in-office days per week at our San Francisco FiDi location.

The opportunity

Hazel needs a Business Development Representativewho 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.

What you'll do

• 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.

What you'll bring:

• 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).
• 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.