Founding Sales Engineer, Hazel AI

Altruist

1 month ago

3.6 on Glassdoor

San Francisco, CA

Hybrid

Full Time

Medior

3 applicants

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About this role

Founding Sales Engineer for Hazel (part of Altruist) focused on converting early customer interest into technical buy-in for an AI platform serving financial advisors. The role sits at the intersection of Sales, Product, and Engineering and has a direct impact on revenue and the product roadmap. This is an early-stage position with significant influence on the company’s go-to-market and technical motion.

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