Senior Enterprise Sales Executive, Altruist
+ Equity for eligible positions
Travel as needed
All-in-one platform for financial advisors and their clients
Be an early applicant
All-in-one platform for financial advisors and their clients
501-1000 employees
Be an early applicant
+ Equity for eligible positions
Travel as needed
501-1000 employees
Company mission
To make financial advice better, more affordable, and more accessible to everyone.
Role
Who you are
- If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!
- This role requires a seller who can deeply understand prospect priorities, articulate our platform's value, and build compelling business cases that drive action through a kind, confident, and consultative approach
- 10+ years of enterprise sales, strategic account management, or complex client-facing experience in wealth management, fintech, custody, or adjacent financial services
- Strong grasp of the RIA ecosystem, including advisor business models, custody dynamics, operational workflows, and the realities of selling into large, multi-stakeholder firms
- Proven ability to move complex opportunities through solution alignment, business case, onsite diligence, and commit stages toward a signed proposal
- Excellent judgment in stakeholder mapping. You know how to identify champions, surface skeptics, assess political reality inside a prospect, and avoid false-positive deal momentum
- Strong commercial instincts and comfort with pricing, packaging, and proposal nuance, especially when enterprise firms need tailored economics or phased solutions
- High emotional intelligence and strong executive presence. You can push a deal forward without becoming pushy, and you know how to balance confidence with honesty when the answer is not yet fully defined
- Strong cross-functional leadership without relying on formal authority. You can keep internal partners aligned, informed, and focused on what matters most to win the deal the right way
- Excellent written and verbal communication, with disciplined follow-through on notes, next steps, and internal/external expectations
- Comfort working inside a collaborative structure where success depends on communication, role clarity, and shared ownership rather than isolated heroics
- SIE, Series 7, and Series 63 licenses, or the ability to obtain them within 90 days of employment
- If you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles
What the job involves
- Altruist is seeking a Senior Sales Executive for our Enterprise team to own and navigate qualified opportunities from discovery through successful onboarding
- You will lead the account strategy, identify the real champions and skeptics, and align internal teams to move complex deals forward with credibility and a sense of urgency
- In this capacity, you will own high-level deal strategy, account plans, executive relationships, negotiation, and the process discipline necessary to repeatedly close Enterprise accounts
- Own a portfolio of large, complex enterprise opportunities and lead them from discovery through onboarding
- Act as the leader for your deals, coordinating closely with Business Development, Solutions Engineering, Relationship Management, Product, Operations, Trading, Marketing, and Support
- Build and maintain detailed account plans, deal notes, internal next steps, and external action plans that keep complex opportunities organized and moving
- Lead multi-threaded deal strategy across executive, operational, and advisor stakeholders, identifying who is truly driving the deal, who still needs to buy in, and where hidden resistance may exist
- Run thoughtful business-case and solution-alignment conversations that connect Altruist’s platform, pricing, service model, and roadmap to the prospect’s real operating and growth priorities
- Maintain calm, credible communication with prospects when there are product gaps, commercial complexities, or implementation questions, while pulling in internal partners to define pragmatic paths forward
- Partner with internal teams on commercial structuring, pricing discussions, and proposal development for strategic firms where standard motions are not sufficient
- Help improve the Enterprise operating system by regularly iterating on playbooks, sales process, account-plan quality, and deal communication across the organization
- Maintain strong Salesforce hygiene, stage management, and deal inspection rigor so the team can forecast accurately and improve stage velocity, close rate, and opportunity quality over time
- Travel as needed for onsite visits, executive meetings, strategic presentations, and critical late-stage deal moments
Our take
The world of wealth management is changing fast, and financial advisors are feeling the strain. Between managing client expectations, navigating complex regulations, and keeping up with endless admin tasks, there's little time left for what really matters - helping clients make smarter financial decisions.
And that's where Altruist comes in, with AI-powered solutions built to make it easier for advisors to manage portfolios, handle compliance and deliver great client experiences. Its AI assistant, Hazel, is able to take on the day-to-day tasks that slow advisors down (think note-taking, email drafting, and meeting summarising). It can also pull insights from firm data, emails, and documents to give personalized, context-aware answers to questions.
The company has faced some bumps in the road, notably laying off around 15% of its workforce in 2025. That said, this shift to focus on the most impactful parts of its business is not entirely negative. In fact, its plan to build an all-in-one custody and wealth platform driven by Hazel is coming faster than the company anticipated, with the CEO stating that it could make much of the advisor tech stack irrelevant by the end of the year.
Freddie
Company Specialist at Welcome to the Jungle
Insights
67% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Apr 2025
$152m
SERIES F
May 2024
$169m
SERIES E
Total funding: $601.5m
Company benefits
- Grow your career: Altruist is a thoughtful, fast-growing company that values high achievers
- Our success is your success: Be rewarded for doing great work - competitive compensation and equity for all team members
- Take care of yourself: Health, dental, and vision coverage, available on your first day
- Work-life integration: We work hard and respect everyone’s whole selves
- You're welcome here: Altruist is proud to be an equal opportunity employer. We’re committed to inclusivity
Company HQ
McManus, Culver City, CA
Leadership
Jason Wenk
(Founder & CEO)Began their career as a Morgan Stanley System Analyst before co-founding Retirement Wealth as CEO in 2005. They also founded FormulaFolios in September 2011, before combining this financial and entrepreneurial experience to found Altruist in September 2018.
Mazi Bahadori
(COO/CCO)Mazi joined Altruist in 2019 as CCO and VP of Securities, adding COO to his title in 2023. Prior to this, he served as the CCO and Director of Operations at Aspiration and as the VP and Legal & Compliance Specialist at PIMCO.
Harpreet Ahluwalia
(CPO)Harpreet joined Altruist in 2019 as VP of Product Management, becoming CPO in 2022. Prior to this, he was a VP of Product Management at ServiceTitan for 4 years and Head of Product at Citysearch for 3 years.
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