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Sales Executive at Altruist - ApplyBlast

Sales Executive

Altruist

11 days ago

3.6 on Glassdoor

Remote

Full Time

Senior

0 applicants

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About this role

Altruist is seeking a Sales Executive to join its Client Development team, focusing on building a deep understanding of the AI-powered wealth management platform to effectively position its capabilities to financial advisors. The role involves utilizing consultative selling techniques to build trust, educate advisors, and guide them through the buying process to acquire, retain, and expand business. This position aims to drive predictable, scalable growth by meeting sales targets and providing valuable advisor feedback to inform company priorities.

Responsibilities

Build deep understanding of Altruist platform and position capabilities to financial advisors
Use consultative selling to build trust, educate advisors, and guide them through buying process
Capture advisor feedback to inform company priorities and improve sales team effectiveness

Skills

Qualifications

Series 7Series 63

About Altruist

altruist.com

Headquarters

Culver City, California, United States

Company Size

51-200 employees

Founded

2018

View Profile

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