Senior Manager, Sales Lead (Hazel AI)

Altruist

2 months ago

3.6 on Glassdoor

Los Angeles, CA

Hybrid

Full Time

Manager

17 applicants

View Job Listing

Apply to 100+ jobs

About this role

Altruist (Hazel) is building an AI engine for wealth management to accelerate growth and efficiency for financial advisors. This role is a player/coach sales leader responsible for scaling an AI-first GTM motion, hiring and coaching the first account executives, and converting early traction into a repeatable revenue engine. The position balances hands-on deal work with establishing sales operating rigor and cross-functional alignment.

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