Sales Executive, Hazel AI jobs in United States
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Altruist · 5 hours ago

Sales Executive, Hazel AI

Altruist is transforming the wealth management industry with an AI platform for financial professionals. They are looking for a Sales Executive to close new business and define sales processes while collaborating with product and marketing teams.

Asset ManagementFinancial ServicesFinTech
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Comp. & Benefits

Responsibilities

Close new business and expansions across sales assist, sales led and cross sell opportunities
Run the full sales cycle, from consultative discovery to close
Maintain high operating rigor through clear stage definitions, playbooks and forecasting discipline
Partner tightly with Product + Marketing to refine persona messaging and turn early wins into proof points and references

Qualification

B2B SaaS salesDiscoveryDeal strategyExecutive communicationSelling into regulated workflowsExperience selling AI productsExposure to wealth managementBias for actionOperate in ambiguity

Required

4–6+ years of quota-carrying B2B SaaS sales experience (full-cycle)
Proven strength in discovery, deal strategy, and executive communication
Comfort selling into regulated / trust-sensitive workflows
Bias for action, high agency, and ability to operate in ambiguity (early-stage motion, evolving product)

Preferred

Experience selling AI products or workflow automation
Exposure to wealth management, RIA operations, fintech, or adjacent verticals

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).

Company

Altruist

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Altruist is a modern custodian that offers a digital investment platform for financial advisors to manage their clients' investments.

Funding

Current Stage
Late Stage
Total Funding
$601.5M
Key Investors
GICICONIQ GrowthInsight Partners
2025-04-22Series F· $152M
2024-05-02Series E· $169M
2023-04-10Series D· $112M

Leadership Team

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Jason Wenk
Founder / CEO
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Marc Greenberg
Chief Financial Officer
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Company data provided by crunchbase