Sales Executive, Great Lakes Territory

Altruist; Michigan; On-site; USD 265,000 - 290,000; Full time

Job summary

Altruist is hiring a Sales Executive to join our Client Development team. You’ll build a deep understanding of the Altruist platform and clearly position its capabilities to financial advisors using consultative selling to drive acquisition, retention, and expansion.

You will help create predictable, scalable growth by sharing advisor feedback, meeting SLAs, and continuously improving how the team works. Location options include Michigan, Wisconsin, Minnesota, or Iowa, with compensation targeted

Qualifications

• Minimum 5 years of experience as an independent financial advisor, sales professional in financial services/fintech/SaaS, or consultant in financial services.
• Proven track record of meeting or exceeding quotas in a fast-paced environment.
• Bachelor's degree in a relevant field such as Business, Marketing, Economics, etc.
• Series 7 and 63 licenses required.

Responsibilities

• Deliver results and achieve quarterly and annual quota while supporting the broader sales team.
• Develop deep understanding of the Altruist platform and position its features (rebalancer, Model Marketplace).
• Use consultative selling to educate advisors and guide them through the buying process to acquire, retain, and expand business.
• Capture advisor feedback to inform product roadmap and marketing campaigns.
• Maintain accurate Salesforce records and meet sales service-level agreements.
• Demonstrate coachability and a growth mindset by applying feedback.

Skills

Consultative sales

Strong communication

Account management

Problem solving

Ownership

Growth mindset

Tech savvy

Education

Bachelor's degree (BA/BS) in Business/Marketing/Economics

Tools

Series 7 & 63 licenses

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.

The opportunity

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.

This role requires candidates to be located in Michigan, Wisconsin, Minnesota, or Iowa only.

Your impact

• 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.

What you bring

• At least 5 years of experience as an independent financial advisor, as a sales professional at a B2B financial services, fintech, or SaaS organization, or as a consultant specializing in financial services at a top-tier management consulting firm.
• 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.
• Education - Ideally, a B.A./B.S. degree in a relevant field such as Business, Marketing, Economics, etc.
• Securities licenses - Series 7 and 63 licenses required.
• Technical aptitude - Technologically savvy and able to quickly get up to speed on modern tech stacks, including AI and agentic workflows
• Ownership - You take exceptional pride in every aspect of your work and hold yourself accountable for delivering high-quality results.
• Superb communication - You practice intentional dialogue, listen thoughtfully, and share your perspective clearly with others.
• Resilience - You demonstrate unwavering determination to achieve success, even in the face of adversity.
• Assurance - You bring confident, ego-less judgment; a strong knowledge base; the ability to discover the unknown; and openness to differing perspectives.
• Creative problem solving - You look beyond identifying problems and bring an instinctively creative approach to overcoming roadblocks.

Compensation

This role has a target compensation range of $265,000–$290,000 OTE (base + variable). Final level and compensation is individualized and will be determined based on overall experience, qualifications, and interview performance.