Remote opportunity at
AltruistSales Executive, Pacific North West
Altruist is developing an AI platform for wealth management professionals and works with financial advisors nationwide to help them grow, save time and produce stronger results…
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About This Role
Altruist is developing an AI platform for wealth management professionals and works with financial advisors nationwide to help them grow, save time and produce stronger results for clients. It is hiring a Sales Executive for its Client Development group. The listing is marked remote. The posting names offices in Culver City and San Francisco, California and Dallas, Texas, and it mentions a one-month work-from-anywhere allowance, with some exclusions. The executive…
Job Description
Altruist is developing an AI platform for wealth management professionals and works with financial advisors nationwide to help them grow, save time and produce stronger results for clients. It is hiring a Sales Executive for its Client Development group. The listing is marked remote. The posting names offices in Culver City and San Francisco, California and Dallas, Texas, and it mentions a one-month work-from-anywhere allowance, with some exclusions.
The executive learns the Altruist platform deeply and explains what it can do for advisors, including tools such as the rebalancer and the Model Marketplace. Using consultative selling, the executive earns advisors' trust, teaches them about the product, and walks them through purchasing decisions to win, keep and grow their business. Other duties include gathering advisor input for product and campaign decisions, honoring sales service levels, keeping precise records in Salesforce, and suggesting ways to make the sales team more effective. Individual quarterly and yearly quotas apply.
Applicants should have five-plus years of sales experience with B2B firms in financial services, fintech or SaaS and a history of hitting quota. Strong consultative selling and the knack for explaining intricate product features in terms of customer benefit are key. Series 7 and Series 63 licenses are listed. Comfort with current technology, including AI and agent-based workflows, is expected. A business, marketing or economics degree is ideal.
The target total compensation is $265,000 to $285,000 on-target earnings, combining base salary and variable pay. Final pay depends on experience, qualifications and interview results. Benefits include HMO and PPO health options, dental and vision coverage, a 401(k) with a 4 percent match that vests immediately, 16 weeks of paid parental leave after a year on the job, a learning budget, a mobility program, perks, a financial guidance program, and bonus pay where the role qualifies.
Responsibilities
- Master the Altruist platform and present its features to financial advisors
- Use consultative methods to earn trust, educate advisors and guide purchases
- Collect advisor feedback that informs the product roadmap and marketing
- Meet sales service levels and maintain complete Salesforce records
- Hit individual quarterly and annual quotas
- Act on coaching from sales leadership
Requirements
- At least five years selling to businesses in financial services, fintech or SaaS
- Consistent history of hitting or topping quotas
- Strong consultative selling skills
- Ability to grasp complex product features and articulate their customer value
- Series 7 and Series 63 licenses
- Technical aptitude, including AI and agentic workflows
- Excellent communication and personal accountability
Qualifications
- Bachelor's degree in business, marketing, economics or a related field (ideally)
Core Skills
Benefits
- HMO and PPO health plan options with dental and vision coverage
- 401(k) with 4 percent match and immediate vesting
- Sixteen weeks of paid parental leave following year one
- Professional development and learning budget, plus a mobility program
- Perks program and financial guidance program
- Bonus pay where the role qualifies
- Work-from-anywhere allowance of one month, subject to country exceptions
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
Is this job remote?
The listing is marked remote. The posting also names offices in Culver City and San Francisco, California, and Dallas, Texas.
What is the target pay?
The target total compensation is $265,000 to $285,000 OTE, including base salary and variable pay. The final figure depends on experience, qualifications and interview performance.
Are securities licenses required?
The posting lists Series 7 and Series 63 licenses as part of what the candidate should bring.
What benefits are offered?
The posting lists HMO and PPO health plans, a 401(k) with a 4 percent match, sixteen weeks of paid parental leave following year one, and a work-from-anywhere allowance of one month.
Sample Interview Questions
AI-generated questions tailored to this specific role — a preview of the full practice set.