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 Senior Manager, Sales Lead to drive growth and optimize resources for financial advisors using their AI platform. This role requires strong leadership and strategic skills.

Job Description

Who you are

You have a proven track record in sales leadership, ideally within the financial services or technology sectors — your experience includes managing teams and driving revenue growth through innovative strategies. You possess strong interpersonal skills, allowing you to build relationships with clients and stakeholders effectively. Your ability to analyze market trends and adapt strategies accordingly sets you apart, ensuring that you can lead your team to success in a competitive landscape.

You are passionate about leveraging technology to enhance the wealth management industry — your understanding of AI and its applications in finance will help you guide your team in delivering superior outcomes for clients. You thrive in environments that challenge the status quo and are committed to fostering a culture of kindness, brilliance, and grit within your team.

What you'll do

As the Senior Manager, Sales Lead at Altruist, you will be responsible for leading a team of sales professionals focused on empowering financial advisors. You will develop and implement sales strategies that align with the company's mission of making financial advice more accessible and affordable. Your role will involve collaborating closely with cross-functional teams to ensure that the sales approach is integrated with product development and marketing efforts.

You will analyze sales metrics and market trends to identify opportunities for growth and improvement — your insights will drive the team's performance and help shape the overall sales strategy. Additionally, you will mentor and coach your team members, fostering their professional development and ensuring they have the tools and resources needed to succeed.

What we offer

At Altruist, we are committed to building a diverse and inclusive workplace where every team member feels valued and empowered. We offer competitive compensation and benefits, along with opportunities for professional growth and development. Join us in transforming the wealth management industry and making a meaningful impact on the lives of financial advisors and their clients.

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