Founding Sales Development Representative, Hazel AI

Altruist

1 month ago

3.6 on Glassdoor

San Francisco, CA

Hybrid

Full Time

Junior

1 applicant

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About this role

A Business Development Representative at Hazel (part of Altruist) supports growth of an AI platform for wealth management by driving top-of-funnel interest and enabling the sales organization. The role is focused on expanding adoption among financial advisors and contributing to Hazel’s go-to-market execution and scaling efforts.

Skills

About Altruist

altruist.com

Altruist is a financial custodian and technology platform built for independent RIAs and wealth managers, positioning itself as a modern, lower‑cost alternative to legacy custodians. It combines custody and brokerage with integrated advisor tools — digital account opening, trading and rebalancing, billing, reporting, and APIs/integrations — so advisors can streamline operations and focus on client advice. Altruist emphasizes simple pricing, developer‑friendly integrations, and client‑facing workflows to reduce administrative friction and speed onboarding.

Recent company news

RIABiz

Ross Gerber's deal to sell Joe Duran a minority stake in his $4-billion RIA fell through, but he took Duran's advice to wean his company off LPL -- and gave Altruist the nod as 'primary custodian'

1 day ago