Senior Sales Executive

Altruist Technologies Pvt Ltd; United States; Remote; USD 180,000 - 300,000; Full time

Benefits offered by this job

Competitive pay and equity (Stock Opt

Premium healthcare, dental, and vision

401k savings plan with 4% match and 立即

16 week paid parental leave

Professional growth and development

One month work from anywhere policy

Job summary

Altruist Technologies Pvt Ltd is transforming the wealth management industry by building an AI platform for wealth professionals nationwide. The role focuses on owning a portfolio of large enterprise opportunities from discovery to onboarding and coordinating with internal teams.

You will lead multi-threaded deal strategy with executives and advisors, perform business-case conversations, support pricing, and maintain Salesforce for forecasting.

Qualifications

• 10+ years in enterprise sales or strategic account management in wealth management, fintech, or financial services
• Deep understanding of the RIA ecosystem, advisor models, and custody dynamics
• High emotional intelligence and strong executive presence
• Ability to lead cross-functional teams without formal authority
• SIE, Series 7, and Series 63 licenses or ability to obtain within 90 days

Responsibilities

• Own a portfolio of large, complex enterprise opportunities from discovery through onboarding
• Lead multi-threaded deal strategy across executive, operational, and advisor stakeholders
• Coordinate with Business Development, Solutions Engineering, Relationship Management, Product, and Operations
• Build and maintain detailed account plans, deal notes, and external action plans
• Run business-case and solution-alignment conversations connecting platform value to prospect priorities
• Partner with internal teams on commercial structuring, pricing discussions, and proposal development
• Maintain strong Salesforce hygiene and deal inspection rigor for accurate forecasting
• Travel as needed for onsite visits, executive meetings, and strategic presentations

Skills

Enterprise sales

Strategic account management

Executive presence

Cross-functional leadership

Education

SIE/Series 7/Series 63 licenses (or ability to obtain in 90 days)

Job description

About the Company

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.

Responsibilities

• Own a portfolio of large, complex enterprise opportunities from discovery through onboarding
• Lead multi-threaded deal strategy across executive, operational, and advisor stakeholders
• Coordinate with Business Development, Solutions Engineering, Relationship Management, Product, and Operations
• Build and maintain detailed account plans, deal notes, and external action plans
• Run business-case and solution-alignment conversations connecting platform value to prospect priorities
• Partner with internal teams on commercial structuring, pricing discussions, and proposal development
• Maintain strong Salesforce hygiene and deal inspection rigor for accurate forecasting
• Travel as needed for onsite visits, executive meetings, and strategic presentations

Requirements

• 10+ years of enterprise sales or strategic account management in wealth management, fintech, or financial services
• Strong understanding of the RIA ecosystem, advisor business models, and custody dynamics
• Proven ability to move complex opportunities through solution alignment and onsite diligenceHigh emotional intelligence and strong executive presence
• Ability to lead cross-functionally without formal authority
• SIE, Series 7, and Series 63 licenses, or ability to obtain them within 90 days

Benefits

• Competitive pay and equity (Stock Options)
• Premium healthcare, dental, and vision insurance
• 401k savings plan with 4% match and immediate vesting
• 16 week paid parental leave
• Professional growth and development budget
• One month work from anywhere policy