Founding Sales Development Representative, Hazel AI
Altruist(8 days ago)
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.
Required Skills
- Pipeline Generation
- Outbound Prospecting
- Inbound Follow-Up
- Lead Qualification
- CRM Management
- Sales Messaging
- Objection Handling
- Data Analysis
- AI Research
- Account Research
About Altruist
altruist.comAltruist 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.
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