Sales Development Manager, Hazel AI

About the role

As a Sales Development Manager for Hazel AI at Altruist, you will play a pivotal role in driving the growth of our innovative financial technology solutions. This position requires a strategic thinker who can effectively engage with potential clients and articulate the value of our products. You will lead a team focused on generating leads and nurturing relationships within the wealth management sector. Your efforts will contribute to the overall mission of Altruist, which is to empower financial advisors to deliver better outcomes for their clients.

Key facts

What you'll do

• Lead and mentor a team of sales development representatives, providing guidance to enhance their skills and performance.
• Develop and implement effective sales strategies to identify and target potential clients in the financial advisory space.
• Collaborate closely with marketing and product teams to ensure alignment on messaging and promotional efforts.
• Utilize data-driven insights to refine lead generation processes and improve conversion rates.
• Conduct market research to identify emerging trends and opportunities within the wealth management sector.
• Establish key performance indicators (KPIs) for the sales development team, tracking progress and adjusting strategies as necessary.
• Build and maintain strong relationships with prospective clients through effective communication and follow-up.
• Organize and participate in industry events and webinars to promote Hazel AI and showcase its capabilities.
• Prepare and present regular reports to senior management on team performance and market feedback.
• Foster a culture of continuous improvement and innovation within the sales development team, encouraging team members to share ideas and best practices.

Requirements

• A minimum of 5 years of experience in sales development or a related field, preferably within the financial services industry.
• Proven track record of successfully leading a sales team and achieving sales targets.
• Strong understanding of the wealth management landscape and the challenges faced by financial advisors.
• Exceptional communication and interpersonal skills, with the ability to engage effectively with diverse stakeholders.
• Proficiency in using CRM software and sales automation tools to manage leads and track performance.
• Experience in developing and executing sales strategies that drive growth and enhance client engagement.
• Ability to analyze data and market trends to inform decision-making and strategy development.
• A proactive and results-oriented mindset, with a passion for driving team success and delivering value to clients.

Nice to have

• Familiarity with financial technology products and services, particularly those related to wealth management.
• Experience with lead generation tools and techniques, including social selling and digital marketing strategies.
• Previous experience in a startup environment, demonstrating adaptability and a willingness to embrace change.
• A relevant degree in business, finance, or a related field.

Skills & tools

• Strong leadership and team management skills to inspire and motivate team members.
• Excellent analytical skills to assess performance metrics and identify areas for improvement.
• Proficient in CRM platforms such as Salesforce or HubSpot for tracking sales activities.
• Solid understanding of financial products and services, enabling effective communication with clients.
• Ability to create compelling presentations and proposals that resonate with potential clients.
• Familiarity with data analysis tools to derive insights from market research and sales data.

Practical notes

• This position is based in San Francisco, CA, and requires occasional travel for client meetings and industry events.
• A competitive salary will be offered, commensurate with experience, along with performance-based incentives.
• Altruist is committed to fostering an inclusive work environment that values diversity and collaboration.
• Candidates must be authorized to work in the United States and able to provide necessary documentation.

Join us at Altruist, where we are dedicated to revolutionizing the financial advisory landscape through innovative technology solutions. As the Sales Development Manager for Hazel AI, you will have the opportunity to shape the future of financial services while leading a talented team of professionals. If you are passionate about driving growth and making a meaningful impact in the wealth management sector, we encourage you to apply and be part of our mission to empower financial advisors for better client outcomes.