5 months ago
Responsibilities
- Collaborate with Enterprise product and sales leadership to develop and refine go-to-market strategy.
- Partner with Client Development throughout the sales cycle by conducting discovery, developing consultative solutions, answering technical questions, and delivering customized demos and presentations.
- Lead enterprise client implementation and onboarding, including handoffs, technical requirements gathering, and integration coordination.
- Develop deep knowledge of the Altruist platform and explain its capabilities to prospects and clients.
- Assess wealth-management technology configurations, integration capabilities, use cases, and potential efficiency gains.
- Capture advisor feedback to inform product priorities and marketing campaigns.
- Improve sales processes, meet sales service-level agreements, and maintain accurate records in Salesforce.
- Develop competitive insights on Schwab, Fidelity, Pershing, and legacy custodian products and operations.
- Travel as required during pre-sales and post-sales activities.
Requirements
- 10+ years of experience in sales engineering, solutions consulting, or technical pre-sales, ideally supporting a B2B financial services or wealth management platform.
- Strong understanding of the RIA ecosystem, broker-dealer infrastructure, and portfolio management workflows.
- Experience with custodial platforms and compliance requirements is strongly preferred.
- Ability to understand and explain complex API integrations, data flows, and backend processes to technical and non-technical audiences.
- Deep understanding of enterprise sales cycles, including discovery, proof-of-concept, and security reviews.
- SIE, Series 7, and Series 63 licenses, or the ability to obtain them within 90 days.
- Strong ownership, communication, resilience, confidence, and creative problem-solving abilities.
Benefits
- Hybrid work schedule for most positions.
- Offices in Culver City, CA; San Francisco, CA; and Dallas, TX.
- Competitive pay and equity for eligible positions.
- Premium healthcare, dental, and vision insurance plans, including HMO and PPO options.
- 401(k) savings plan with a 4% match and immediate vesting.
- 16 weeks of paid parental leave after one year of employment.
- Professional growth opportunities, an employee mobility program, and an annual learning and development budget.
- Company perks program with discounts on pet insurance, fitness, cell phone plans, and travel.
- Financial guidance program.
- One month work-from-anywhere policy, with some country exceptions.
Categories
Solutions Engineering
About Altruist
Altruist builds a custodian and wealth management platform for independent registered investment advisors, combining account opening, trading, portfolio management, billing, and reporting in one system. The company generates revenue as a brokerage custodian and through advisor software and services. Founded in 2018 and headquartered in Culver City, California, it is privately held and serves RIAs across the United States.