11 days ago
Responsibilities
- Collaborate with Product and Sales Directors to refine the go-to-market strategy.
- Drive sales execution by partnering with the Client Development team throughout the sales cycle.
- Lead the implementation and onboarding process for new enterprise clients.
- Develop a deep understanding of the Altruist platform to effectively demo its capabilities.
- Stay informed on the technology landscape of the wealth management industry.
- Capture advisor feedback to inform company priorities.
- Contribute to the sales team's goal of creating predictable, scalable growth.
- Travel as required during the pre- and post-sales process.
- Develop competitive insights on legacy custodians.
Requirements
- 10+ years of experience in a sales engineering or solutions consulting role.
- Deep domain knowledge of the RIA ecosystem and broker-dealer infrastructure.
- Proven ability to understand and explain complex API integrations.
- Strong understanding of enterprise sales cycles and acting as a trusted technical advisor.
- Exceptional communication skills and a growth mindset.
- Ability to obtain SIE, Series 7, and Series 63 licenses within 90 days.
Benefits
- Hybrid work schedule to promote collaboration.
- Amenity-filled office spaces in multiple locations.
- Competitive pay and equity for eligible positions.
- Premium healthcare, dental, and vision insurance plans.
- 401k savings plan with a 4% match and immediate vesting.
- 16 weeks of paid parental leave after one year of employment.
- Professional growth and development opportunities.
- Company perks program including discounts on various services.
- Financial guidance program for personal finance management.
- One month work from anywhere policy.