Altruist · 21 hours ago
Senior Manager, Sales Lead (Hazel AI)
Altruist is transforming the wealth management industry with an AI platform for financial professionals. They are seeking a Senior Manager, Sales Lead to build a scalable revenue engine and lead a team of Account Executives while partnering cross-functionally to enhance sales strategies and operations.
Asset ManagementFinancial ServicesFinTech
Responsibilities
Build the sales operating system
Define and run the weekly cadence: pipeline reviews, deal reviews, forecasting, inspection
Establish stage definitions, exit criteria, and a qualification framework that’s simple and enforceable
Hire, onboard, coach, and performance-manage the first AEs
Build a high-output culture with clear standards on discovery quality, deal strategy, objection handling, and urgency creation
Be hands-on in key deals (when to engage execs, negotiate in larger deals)
Codify the PLG → Sales handoff: what signals trigger sales involvement; SLAs; routing rules
Partner with Marketing on demand strategy, funnel diagnostics, and proof points
Partner with Product on structured field feedback loops and prioritizing features that unblock sales (compliance, admin workflows, provisioning)
Build and operationalize a cross-sell/referral motion with the Altruist GTM/Sales team
Qualification
Required
8+ years in B2B SaaS sales, including 2+ years managing quota-carrying AEs
Demonstrated ability to build early GTM rigor: creating the playbook, forecasting, hiring, and coaching
Strong deal leadership: can improve win rates through discovery, messaging, and process
Experience selling into complex buying environments (security/compliance/legal, multi-stakeholder)
Preferred
AI product selling or vertical SaaS/workflow automation
Wealth/fintech domain familiarity
Has built teams in high-growth environments and can recruit top performers to seed the GTM team
Benefits
A hybrid work schedule for most positions to promote strong, in-person collaboration and a healthy work-life-balance.
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.
Competitive pay and equity for eligible positions.
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.
Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
Company perks program (includes discounts on pet insurance, fitness, cell phone plans, entertainment and travel, etc.).
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).
Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles.
Company
Altruist
Altruist is a modern custodian that offers a digital investment platform for financial advisors to manage their clients' investments.
Funding
Current Stage
Late StageTotal Funding
$601.5MKey Investors
GICICONIQ GrowthInsight Partners
2025-04-22Series F· $152M
2024-05-02Series E· $169M
2023-04-10Series D· $112M
Recent News
2026-01-11
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2025-12-22
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