Sales Executive, Hazel AI

Altruist(18 days ago)

HybridFull TimeSenior$220,000 - $220,000Sales

About this role

An early Account Executive (AE) role at Altruist/Hazel selling an AI platform for wealth management to financial advisors. The role involves closing new business and expansions while helping define the repeatable sales motion to scale alongside product, marketing, and leadership. The position focuses on delivering value in trust- and compliance-sensitive workflows within a regulated market.

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Required Skills

Full-Cycle Sales
Discovery
Deal Strategy
Executive Communication
Forecasting
Account Expansion
Product Collaboration
Compliance Selling
Quota Carrying
AI Products

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.