Altruist

Altruist

Sales Executive, New York & New Jersey

Remote (New York or New Jersey only)

Sponsorship not specified$265k-$285kDetected 2 days ago
Product ManagementProduct StrategySalesLeadershipCommunicationCollaborationProblem Solving

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odds of building a lasting career here

59Sponsors, lottery-bound
Cap-exempt (no lottery)0
Sponsors this role80
Entry-level history0
PERM / green-card track0
Lottery odds (Level IV)94
Fits your clock70

Sponsors, but it's cap-subject — you still face the weighted lottery (~61% per draw at Level IV). Good if you win; have a cap-exempt backup on your list.

Lottery odds assume a STEM candidate.

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Employer immigration record

from this employer's Department of Labor filings

Files H-1B transfers

4 transfer filings in the last year, covering 4 workers. Median labor-condition decision: 7 days. An employer that already files transfers is one that can take over an existing H-1B.

Sourced from Department of Labor LCA, PERM and prevailing-wage disclosure data. Employer matching is by name, so figures may be split across an employer's legal entities. Absence of a filing means none appears in our copy of the data, not that none exists.

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About the role

  • Altruist is in the midst of an exceptional growth phase and we're excited to hire a Sales Executive to join our growing Client Development team.

Responsibilities

  • Quickly develop a deep understanding of the Altruist platform and effectively position Altruist, the platform, and specific features such as the rebalancer and 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.
  • In this role, you'll build a deep understanding of the Altruist platform and clearly position its capabilities to financial advisors.
  • You'll use consultative selling to build trust, educate advisors, and guide them through the buying process to acquire, retain, and expand business.
  • Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.
  • At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways.

Requirements

  • the ability to discover the unknown
  • Experience - At least 5 years of experience 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.
  • The ability to quickly understand complex product features and articulate how they create value for customers.
  • Education - Ideally, a B.A./B.S. degree in a relevant field such as Business, Marketing, Economics, etc.
  • Securities licenses - Series 7 and 63 licenses
  • Technical aptitude - Technologically savvy and able to quickly get up to speed on modern tech stacks, including AI and agentic workflows
  • Ownership - You take exceptional pride in every aspect of your work and hold yourself accountable for delivering high-quality results.
  • Superb communication - You practice intentional dialogue, listen thoughtfully, and share your perspective clearly with others.
  • Resilience - You demonstrate unwavering determination to achieve success, even in the face of adversity.
  • Assurance - You bring confident, ego-less judgment
  • a strong knowledge base

Nice to have

  • Systematically capture advisor feedback to help inform company priorities, including the product roadmap and marketing campaigns.
  • Proactively identify ways to improve the sales team while meeting sales service-level agreements and maintaining accurate, complete records in Salesforce.
  • Demonstrate coachability and a growth mindset by absorbing and applying feedback from sales leadership to increase effectiveness and efficiency.
  • A track record of meeting or exceeding quotas in a fast-paced environment.
  • Strong consultative sales skills.
  • Ideally, a B.A./B.S. degree in a relevant field such as Business, Marketing, Economics, etc.
  • Securities licenses
  • Series 7 and 63 licenses

Compensation

  • This role has a target compensation range of $265,000-$285,000 OTE (base + variable). Final level and compensation is individualized and will be determined based on overall experience, qualifications, and interview performance.
  • Competitive total compensation.
  • Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
  • Total compensation includes a competitive benefits package, along with a bonus program for eligible roles.
  • For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations.
  • We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay.

Benefits

  • Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.
  • Premium healthcare, dental, and vision insurance plans (HMO and PPO).
  • 401k savings plan with a 4% match and immediate vesting.
  • 16 week paid parental leave after one year of employment.
  • Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).

Company info

  • We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all.
  • But first, our values Kindness - Kindness doesn't just equal niceness.
  • Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it's hard.

This listing is sourced directly from Altruist's careers page and normalized into a canonical job model.