Altruist · 1 week ago
Founding Sales Executive, Hazel AI
San Francisco, CA
Full-time
Hybrid
Mid, Senior Level
$220K/yr - $220K/yr
4+ years expAltruist is transforming the wealth management industry with its AI platform, aiming to make financial advice better and more accessible. The Founding Sales Executive will be responsible for closing new business and defining scalable sales processes while partnering with product and marketing teams.
Asset ManagementFinancial ServicesFinTech
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
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.
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.
51-200 employees
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
Leadership Team
Jason Wenk
Founder / CEO
Marc Greenberg
Chief Financial Officer
Recent News
2026-01-11
thesaasnews.com
2025-12-22
Company data provided by crunchbase