Altruist · 11 hours ago
Founding Sales Development Representative, Hazel AI
San Francisco, CA
Full-time
Hybrid
Entry Level
$0/yr - $115K/yr
1+ years expAltruist is transforming the wealth management industry with an AI platform for financial professionals. They are seeking a Founding Sales Development Representative to generate and qualify sales pipeline, focusing on both inbound and outbound efforts to drive growth for their AI product, Hazel.
Asset ManagementFinancial ServicesFinTech
Responsibilities
Generate pipeline by running a balanced motion across inbound follow-up and outbound prospecting
Qualify and route leads: run first-touch discovery, assess fit, and schedule next steps with AEs
Execute targeted outbound plays (email, phone, LinkedIn) to reach key decision-makers in ICP accounts
Create a great buyer experience: thoughtful follow-ups, clear next steps, and fast response times – especially on inbound
Operate with rigor: maintain clean CRM data, track activity, and improve conversion through feedback loops with Product, Sales and Marketing
Iterate your craft: test messaging, sequences, and channels; bring learnings back to the team to improve playbooks
Learn the Wealth management AI landscape and translate Hazel.ai’s value into business outcomes for different personas (operators, leaders, technical stakeholders)
Leverage AI to research accounts and craft high-signal, personalized outreach at scale – continuously testing messaging and sequences to improve reply rates, meetings set, and qualified pipeline conversion
Qualification
Required
1+ years in a BDR role or a high-cadence customer-facing role
Strong written + verbal communication; comfortable with discovery and objection handling
High ownership and pace: you prioritize well, follow through, are organized and thrive in ambiguity
Data-informed mindset: you track what's working, diagnose drop-offs, and adjust
Familiarity with CRM and sales tooling (e.g., Salesforce/HubSpot + sales engagement tools)
Preferred
Experience selling into a defined ICP (SMB/MM/Enterprise) and partnering closely with AEs on account strategy
Comfort using intent signals and AI tools to personalize outreach and improve conversion
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