Founding Sales Executive, Hazel AI

About the role

<div class="content-intro"><p><span style="text-decoration: underline;"><strong>About Altruist</strong></span></p> <p>Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.</p> <p>We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. 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!</p> <p><span style="text-decoration: underline;"><strong>But first, our values</strong></span></p> <p style="padding-left: 40px;"><strong>Kindness</strong>

Kindness doesn't <em>just</em> equal niceness. We embrace, and encourage healthy debate and diverse perspectives. The listing location is San Francisco, CA.

Key facts

What you'll do

• <div class="content-intro"><p><span style="text-decoration: underline;"><strong>About Altruist</strong></span></p> <p>Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals.
• We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.</p> <p>We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all.
• 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!</p> <p><span style="text-decoration: underline;"><strong>But first, our values</strong></span></p> <p style="padding-left: 40px;"><strong>Kindness</strong>
• Kindness doesn't <em>just</em> equal niceness.
• We embrace, and encourage healthy debate and diverse perspectives.
• We approach conflict openly, honestly, and respectfully.<br><br><strong>Brilliance</strong>
• Humility is the skill we're most proud of and possessing a growth mindset is always top of mind.
• We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team.
• We succeed and fail as one.<br><br><strong>Grit</strong>
• When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it's hard.
• We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.</p></div><p><span style="font-weight: 400;"><span style="text-decoration: underline;"><strong>About Hazel</strong></span></span></p> <p>Hazel is building the AI engine for wealth management that helps unlock 10x growth, efficiency and value for financial advisors and their clients in a regulated industry.

Requirements

• You'll sell in a market where buyers care about value, trust and compliance.</p> <p><span style="text-decoration: underline;"><strong>What you'll do</strong></span></p> <ul> <li>Close new business and expansions across sales assist, sales led and cross sell opportunities</li> <li>Run the full sales cycle, from consultative discovery to close </li> <li>Maintain high operating rigor through clear stage definitions, playbooks and forecasting discipline</li> <li>Partner tightly with Product + Marketing to refine persona messaging and turn early wins into proof points and references</li> </ul> <p><span style="text-decoration: underline;"><strong>What you'll bring</strong></span></p> <ul> <li>Quota-carrying B2B SaaS sales experience (full-cycle)</li> <li>Proven strength in discovery, deal strategy, and executive communication</li> <li>Comfort selling into regulated / trust-sensitive workflows</li> <li>Bias for action, high agency, and ability to operate in ambiguity (early-stage motion, evolving product)</li> </ul> <p><span style="text-decoration: underline;"><strong>Bonus points</strong></span></p> <ul> <li>Experience selling AI products or workflow automation</li> <li>Exposure to wealth management, RIA operations, fintech, or adjacent verticals</li> </ul> <p><span style="text-decoration: underline;"><strong>Leveling & compensation</strong></span></p> <p>This role will focus on the mid-market segment and is open to considering candidates across multiple experience levels.
• Final level and compensation will be determined based on overall experience, interview performance, and scope of impact.
• Our estimated On-Target-Earnings across experience levels are listed below:</p

About Altruist

Altruist builds the AI-forward wealth platform and custodian that ties account opening, trading, portfolio management, billing, and reporting into one workflow. The system handles order routing, settlement, and compliance while providing dashboards and reporting views.

Teams work with standardized APIs and event streams to connect research, risk, and investor experiences. The environment supports iterative product changes and clear configuration options.

Sales work is a pipeline: find the right accounts, understand a problem, and close a fit. Forecasting and CRM hygiene exist so a team can see the quarter. This listing names the actual motion for this seat. The rest is how sales orgs typically run, not new quotas we invented.

About the location

The posting places this role in San Francisco, CA. Local hiring markets vary in interview pace and compensation bands. Location copy is here so readers understand the geography attached to the title.