Altruist

About Altruist

Empowering financial advisors with modern technology

🏢 Finance, Financial Services👥 501-1000 employees📅 Founded 2018📍 McManus, Culver City, CA💰 $601.5m3
FintechB2BInvestingFinancial ServicesSaaS

Key Highlights

  • Raised $601.5 million in Series E funding
  • Headquartered in Culver City, CA, with 501-1000 employees
  • Launched Hazel, an AI assistant for financial advisors
  • Combines digital tools with custody services for efficiency

Altruist is a fintech company headquartered in Culver City, CA, focused on modernizing custodial services for financial advisors. With over $601.5 million raised in Series E funding, Altruist provides an all-in-one platform that combines powerful digital tools with custody services, enabling advisor...

🎁 Benefits

Altruist offers comprehensive health, dental, and vision coverage starting on the first day of employment, competitive compensation packages, and equi...

🌟 Culture

Altruist fosters a technology-driven culture that prioritizes efficiency and modern solutions in wealth management. The company is committed to inclus...

Overview

Altruist is hiring a Sales Executive for their Hazel AI platform to empower financial advisors. You'll work on transforming the wealth management industry and help deliver superior outcomes for clients. This role requires a passion for challenging the status quo.

Job Description

Who you are

You are an experienced sales professional with a strong background in the financial services industry. You understand the challenges faced by financial advisors and are passionate about providing solutions that enhance their effectiveness and efficiency. You possess excellent communication skills and can articulate complex concepts in a clear and engaging manner. You thrive in a collaborative environment and are eager to work with diverse teams to achieve common goals. You are adaptable and can navigate the evolving landscape of wealth management with ease. You believe in the mission of making financial advice better, more affordable, and accessible to all.

What you'll do

As a Sales Executive at Altruist, you will be responsible for driving user acquisition and activation for the Hazel AI platform. You will partner with financial advisors nationwide, helping them to grow and optimize their time and resources. Your role will involve understanding client needs, presenting tailored solutions, and building long-lasting relationships. You will work closely with the product and marketing teams to ensure alignment on messaging and strategy. You will also track and analyze sales metrics to inform your approach and drive continuous improvement in your sales techniques.

What we offer

At Altruist, we are committed to fostering a diverse and inclusive workplace. We offer competitive compensation and benefits, along with opportunities for professional growth and development. You will be part of a mission-driven team that values kindness, brilliance, and grit. We encourage you to apply even if your experience doesn't align perfectly with every qualification in the job description, as we believe that diverse perspectives contribute to our success.

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