Full-Time

Internal Sales Consultant

Confirmed live in the last 24 hours

Altruist

Altruist

501-1,000 employees

Platform for Registered Investment Advisors' operations

Fintech
Financial Services

Compensation Overview

$79k - $113kAnnually

Mid, Senior

Los Angeles, CA, USA

Hybrid work schedule to promote strong, in-person collaboration and a healthy work-life-balance.

Category
Inside Sales
Sales & Account Management
Required Skills
Sales
Salesforce
Requirements
  • At least 3 years of experience working as an independent financial advisor; as a sales professional at a B2B financial services, fintech, or SaaS organization; or as a consultant specializing in financial services at a top-tier management consulting firm
  • Track record of meeting or exceeding quotas in a fast-paced environment
  • Strong consultative sales skills
  • Ability to understand complex product features quickly and articulate how they can create value for customers
  • Commitment to high standards, data-driven decision-making, continuous improvement, and teamwork
  • Technologically savvy and can easily get up to speed on modern tech stacks (Google Drive, Salesforce, Slack, etc.)
  • The pride you put into every aspect of your work is unparalleled and undeniable
  • Intentional dialogue is a superpower. You listen as well as you share your perspective with others.
  • Unwavering determination to achieve success, no matter the adversity you face along the way
  • Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives.
  • Identifying the problem is simply not enough. You’re instinctually creative with your approach in finding solutions to roadblocks.
  • Prior experience at a fast-growing B2B startup (bonus)
  • Series 7 and 63 (bonus)
Responsibilities
  • Deliver results; demonstrate our core values to not only achieve individual quarterly and annual quota, but also support the success of the entire sales team
  • Quickly develop a deep understanding of the Altruist platform and position Altruist, our platform, and specific features (e.g., rebalancer, Model Marketplace)
  • Leverage consultative selling skills to build trust with advisors, educate them, and guide them through the buying process to acquire, retain, and expand business
  • Systematically capture advisor feedback to help inform company priorities (e.g., product roadmap, marketing campaigns)
  • Contribute to the sales team’s goal of creating predictable, scalable growth by proactively identifying ways to make the team better, meeting sales SLAs, and consistently maintaining accurate and complete records in Salesforce
  • Demonstrate coachability and growth mindset; absorb and apply feedback from sales leadership to increase effectiveness and efficiency

Altruist provides a platform designed for Registered Investment Advisors (RIAs) to improve their operations and client interactions. The platform includes a range of tools such as live chat support, commission-free fractional share trading, a model marketplace, and an automated rebalancer, all aimed at helping RIAs manage their businesses more effectively. This allows them to serve more clients while lowering costs, which can enhance their profit margins. Altruist also features a quick onboarding process and offers valuable investment management information along with original content tailored for independent financial advisors. Unlike many competitors, Altruist offers its services for free to attract a large user base, monetizing instead through a vertically-integrated custodian service that helps RIAs streamline their operations. The goal of Altruist is to empower RIAs to grow their businesses and enhance the experience they provide to their clients.

Company Stage

Series E

Total Funding

$437.2M

Headquarters

Culver City, California

Founded

2018

Growth & Insights
Headcount

6 month growth

5%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Recent $169M funding round boosts Altruist's growth and market expansion potential.
  • Partnerships with Orion and Kwanti enhance Altruist's platform integration and service offerings.
  • Rising demand for digital transformation in financial services aligns with Altruist's solutions.

What critics are saying

  • Competition from Betterment and Wealthfront pressures Altruist to innovate continuously.
  • Frequent platform updates may increase operational costs and resource allocation challenges.
  • Dependency on third-party integrations could affect service delivery if partnerships change.

What makes Altruist unique

  • Altruist offers a simplified tech stack for RIAs, enhancing operational efficiency.
  • The platform includes commission-free fractional share trading and an automated rebalancer.
  • Altruist's vertically-integrated custodian service reduces overhead costs for RIAs.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

Hybrid Work Options

Unlimited Paid Time Off

Paid Parental Leave

Stock Options