Sales Executive, Great Lakes Territory

About the role

This role represents a leadership opportunity within Altruist's Client Development organization. You will focus on driving revenue growth and platform adoption across Michigan, Minnesota, and Wisconsin. Your primary responsibilities include executing a consultative sales process, achieving assigned quotas, and acting as a key advisor to financial professionals. You will translate client feedback into actionable product insights while collaborating closely with internal teams to expand the company's footprint in the Great Lakes region.

About Altruist

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. We are seeking exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you are passionate about challenging the status quo and want to do the most important work of your life, we would love to meet you.

Our Values

Our culture is defined by specific principles that guide how we work and interact.

Kindness extends beyond simple politeness. We listen to understand and embrace diverse perspectives. We encourage healthy debate and approach conflict openly, honestly, and respectfully.

Brilliance is rooted in humility and a commitment to continuous learning. We practice a growth mindset, take ownership of our work, and utilize our unique strengths to achieve team objectives. We celebrate collective success and learn from failures together.

Grit defines our response to challenges. We remain laser-focused on our mission and persistently寻找 solutions, even when circumstances are difficult. We are nimble, maintain urgency, and adapt swiftly to overcome obstacles.

The Opportunity

Altruist is entering an exciting phase of growth, and we are seeking a Sales Executive to join our quickly scaling Client Development team. In this capacity, you will be instrumental in expanding our presence and influence across a defined geographic territory. The role requires a high level of self-direction and a dedication to producing measurable results. You will play a critical part in converting interest into long-term partnerships and ensuring our sales organization meets its strategic goals.

Your Impact

Your contributions will directly influence the success of our sales organization and the quality of service our clients provide.

• Deliver results by meeting or exceeding quarterly and annual sales quotas while demonstrating Altruist's core values.
• Develop a deep understanding of the Altruist platform, including specific features such as the rebalancer and Model Marketplace, and effectively position these capabilities to advisors.
• Build trust with financial advisors through consultative selling, educating them on best practices, and guiding them through the buying process to acquire, retain, and expand business.
• Systematically capture advisor feedback to inform company priorities, including product roadmap decisions and marketing campaign strategies.
• Contribute to creating predictable, scalable growth by proactively identifying process improvements and meeting all sales service-level agreements.
• Maintain accurate and complete records in Salesforce to ensure pipeline visibility and reporting integrity.
• Act with coachability by absorbing and applying feedback from sales leadership to increase personal effectiveness and efficiency.

What You Bring

Success in this role requires a specific blend of experience, skills, and personal attributes.

• Experience: A minimum of five years as an independent financial advisor, a sales professional within B2B financial services, fintech, or SaaS, or a consultant in financial services at a top-tier management consulting firm. You must possess a track record of meeting or exceeding quotas in a fast-paced environment and demonstrate strong consultative sales skills.
• Education: A Bachelor of Arts or Bachelor of Science degree in a relevant field such as Business or Marketing is ideal.
• Licenses: You hold Series 7 and Series 63 securities licenses, which you have studied diligently.
• Technical Aptitude: You are technologically proficient and can rapidly master modern tech stacks, including Google Suite, Slack, Salesforce, and Zendesk.
• Ownership: You take immense pride in your work, demonstrating unparalleled ownership in every task you undertake.
• Communication: You practice superb communication, recognizing that intentional dialogue is a core strength. You listen as carefully as you express your own perspective.

Nice to Have

While not required, prior exposure to wealth management technology and advisory workflows is advantageous.

Skills & Tools

Proficiency with specific tools is necessary for this position. You will utilize Google Suite, Slack, Salesforce, and Zendesk to perform your duties effectively.

Practical Notes

This position is remote and restricted to residents of Michigan, Minnesota, and Wisconsin. The compensation package includes a base salary of $100,000 and an on-target earnings (OTE) of $240,000, reflecting the quota-driven nature of the engagement. We encourage you to What you'll do

• Meet the bar