Altruist

Sales Engineer

Dallas, TX · Senior

Sponsorship not specified$10k-$25kDetected 76 days ago

Product StrategyProject ManagementSalesforceCRMSalesAccountingCommunicationCollaborationProblem SolvingMentoringPublic Speaking

About the role

Altruist is in the midst of an exceptional growth phase, and we're hiring a Solutions Engineer.
In this role, you'll be a key technical and workflow subject matter expert for RIAs who are evaluating, adopting, or expanding their use of Altruist.
This is an ideal role for someone who understands advisor operations in the real world, loves working directly with advisors and operations teams, and wants to grow into a senior solutions/enterprise role over time.

Develop deep, hands‑on expertise in the Altruist platform across account opening, trading and rebalancing, billing, reporting, digital onboarding, and client/advisor experience.
Maintain up‑to‑date knowledge of product releases, APIs, integrations, and best practices relevant to RIAs, and translate those into clear recommendations for how firms can operate more efficiently on Altruist.
RIA technology consulting & solution design
Partner with Client Development to conduct discovery sessions with RIA stakeholders (owners, COOs, operations leaders, advisors) to understand business models, client segments, service models, and operational pain points.
Design target‑state technology architectures that center Altruist as the core custodial and operating platform, alongside key third‑party systems (CRM, portfolio accounting, planning, analytics, digital onboarding, e‑signature).
Support the development of actionable technology and migration roadmaps, including quick wins, phased implementations, and change‑management plans tailored to each firm.
Sales engineering, demos, and pre‑sales support
Deliver customized demos and presentations that speak directly to the realities of RIAs (e.g., ACAT workflows, trading/rebalancing, reporting, billing, digital onboarding, and advisor/client experiences) and show how Altruist improves them.

Build a strong understanding of how Altruist integrates with key third‑party systems (CRM, portfolio accounting, planning, analytics, digital onboarding, document management).
Travel as required during the pre‑ and post‑sales process (estimated ~10-25%, depending on client needs and territory).
3+ years of experience in RIA/wealth management, custodial services, or advisor‑focused fintech, with direct exposure to advisor technology and operations.

Prior experience at a custodial platform, TAMP, or advisor‑focused fintech provider.
Experience designing or implementing integrated technology stacks, including CRM (e.g., Salesforce, Redtail, Wealthbox), portfolio accounting, planning software, and digital onboarding tools.
Relevant industry credentials (e.g., CFP®, CPA, CIMA®, PMP, or technology/operations designations).
Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX.
Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
One month work from anywhere policy (with the exception of a few countries).

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