Remote WealthTech Sales Executive | Growth & Advisory

Altruist; Crystal Bay (NV); On-site; USD 265,000 - 285,000; Full time

Benefits offered by this job

401k plan with 4% match

Professional growth & L&D budget

Company perks program

Financial guidance program

Work from anywhere (1 month)

Job summary

Altruist is seeking a results-driven Sales Executive to join our Client Development team. You will learn the Altruist platform, articulate its value to financial advisors, and help drive scalable growth by collecting advisor feedback and meeting SLAs.

Responsibilities include achieving quarterly and annual quota, mastering platform features like the rebalancer and Model Marketplace, and maintaining accurate Salesforce records while collaborating across partnerships, product, and marketing in a

Qualifications

• At least 5 years of sales experience in B2B financial services, fintech, or SaaS.
• Strong consultative sales skills.
• Ability to quickly understand complex product features and articulate value for customers.
• Bachelor's degree in Business, Marketing, Economics, or related field.
• Demonstrated ownership and accountability for delivering results.
• Creative problem solving to overcome roadblocks.

Responsibilities

• Deliver results and achieve quarterly and annual quota while supporting the broader sales team.
• Develop deep understanding of the Altruist platform and effectively position its features such as the rebalancer and Model Marketplace.
• Systematically capture advisor feedback to inform product roadmap and marketing campaigns.
• Maintain accurate, complete Salesforce records while meeting sales service-level agreements.
• Demonstrate coachability and a growth mindset by applying leadership feedback to improve performance.

Skills

Consultative sales

Product understanding

Ownership

Creative problem solving

Education

Bachelor's degree

Job description

Altruist is seeking a results-driven Sales Executive to join our Client Development team. You will learn the Altruist platform, articulate its value to financial advisors, and help drive scalable growth by collecting advisor feedback and meeting SLAs.

Responsibilities include achieving quarterly and annual quota, mastering platform features like the rebalancer and Model Marketplace, and maintaining accurate Salesforce records while collaborating across partnerships, product, and marketing in a