Sales Executive, Wealth Tech - Remote & Equity

Altruist; United States; Hybrid; USD 100,000 - 180,000; Full time

Benefits offered by this job

Competitive pay and equity

Premium healthcare, dental, and vision

401k with 4% match

16 weeks paid parental leave

Professional growth and mobility

Annual L&D budget

Stock options (ISOs)

One month work from anywhere

Job summary

Altruist is seeking a Sales Executive to join its rapidly scaling Client Development team. You will drive revenue by leveraging consultative selling to educate financial advisors about the Altruist platform, rebalance tools, and the Model Marketplace.

With 5+ years in financial services or fintech/SaaS sales, you will develop deep product understanding, build trust, and guide buyers through the decision process while contributing to scalable growth and reliable CRM records.

Qualifications

• At least 5 years of experience as an independent financial advisor, a B2B sales role in fintech/SaaS, or a financial services consultant.
• Track record of meeting or exceeding quotas in a fast-paced environment.
• Strong consultative sales skills with ability to articulate product value.
• BA/BS in Business, Marketing or related field; securities licenses preferred.

Responsibilities

• Deliver results and help the sales team achieve quarterly and annual quotas.
• Develop a deep understanding of the Altruist platform and features.
• Use consultative selling to build advisor trust and guide buying decisions.
• Capture advisor feedback to inform product roadmap and marketing campaigns.
• Maintain accurate Salesforce records and meet sales SLAs.
• Demonstrate coachability and apply leadership feedback to improve effectiveness.

Skills

Consultative selling

Communication

Resilience

Ownership

Creative problem solving

Technical aptitude

Education

Bachelor's degree in Business/Marketing

Securities licenses (Series 7 & 63)

Tools

Google Suite

Slack

Salesforce

Zendesk

Job description

Altruist is seeking a Sales Executive to join its rapidly scaling Client Development team. You will drive revenue by leveraging consultative selling to educate financial advisors about the Altruist platform, rebalance tools, and the Model Marketplace.

With 5+ years in financial services or fintech/SaaS sales, you will develop deep product understanding, build trust, and guide buyers through the decision process while contributing to scalable growth and reliable CRM records.