Job description

About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients. We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you! But first, our values Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully. Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one. Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles. The opportunity Altruist is in the midst of an exceptional growth phase and we’re excited to hire an Internal Sales Manager to join our Client Development team. You will lead a team of sales representatives towards achieving revenue goals by overseeing day-to-day sales operations, managing pipeline activity, and providing coaching to ensure your team is successful. This role requires a strong focus on assessing and optimizing our sales processes, monitoring performance metrics, and collaborating with marketing and product teams to ensure alignment with customer needs. Your impact Consistently demonstrate sales competencies and lead team to hit quota Create realistic forecasts for assigned territories based on historical data, current pipeline, and market conditions Design, implement, and continuously improve on strategy and processes to support predictable and scalable growth Manage team effectively, foster employee engagement, and provide ongoing, data-driven coaching and feedback Systematically capture advisor feedback to help inform company priorities (e.g., product roadmap, marketing campaigns) Contribute to the sales team’s goal of creating predictable, scalable growth by proactively identifying ways to make the team better, meeting sales SLAs, and consistently maintaining accurate and complete records in Salesforce Demonstrate coachability and growth mindset; absorb and apply feedback to increase effectiveness and efficiency What you bring Sales Leadership Experience - 5+ years of managing a sales team at a B2B financial services, fintech, or SaaS organization with 10+ years of overall business development experience Proven track record of enabling individual sellers to hit or exceed quotas through strategic territory planning, sales enablement, coaching, and ongoing development Education - Ideally, a B.A./B.S. degree in a relevant field such as Business, Marketing, Economics, etc. Technical aptitude - Technologically savvy and able to quickly get up to speed on modern tech stacks, including AI and agentic workflows Ownership - You take exceptional pride in every aspect of your work and hold yourself accountable for delivering high-quality results. Superb communication - You practice intentional dialogue, listen thoughtfully, and share your perspective clearly with others. Resilience - You demonstrate unwavering determination to achieve success, even in the face of adversity. Assurance - You bring confident, ego-less judgment; a strong knowledge base; the ability to discover the unknown; and openness to differing perspectives. Creative problem solving - You look beyond identifying problems and bring an instinctively creative approach to overcoming roadblocks. Bonus points if you bring FINRA Series 7 and 63 licenses Compensation This role has a target compensation range of $200,000–$250,000 OTE (base + variable). Final level and compensation is individualized and will be determined based on overall experience, qualifications, and interview performance. What we bring Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best. 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 total compensation. 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 after one year of employment. 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, 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 positions and countries). Total compensation includes a competitive benefits package, along with a bonus program for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth. Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Requirements

Must-haves

Consistently demonstrate sales competencies and lead team to hit quota
Create realistic forecasts for assigned territories based on historical data, current pipeline, and market conditions
Design, implement, and continuously improve on strategy and processes to support predictable and scalable growth
Manage team effectively, foster employee engagement, and provide ongoing, data-driven coaching and feedback
Systematically capture advisor feedback to help inform company priorities (e.g., product roadmap, marketing campaigns)
Demonstrate coachability and growth mindset; absorb and apply feedback to increase effectiveness and efficiency
Sales Leadership Experience - 5+ years of managing a sales team at a B2B financial services, fintech, or SaaS organization with 10+ years of overall business development experience
Proven track record of enabling individual sellers to hit or exceed quotas through strategic territory planning, sales enablement, coaching, and ongoing development
Education - Ideally, a B.A./B.S. degree in a relevant field such as Business, Marketing, Economics, etc.
Technical aptitude - Technologically savvy and able to quickly get up to speed on modern tech stacks, including AI and agentic workflows
Ownership - You take exceptional pride in every aspect of your work and hold yourself accountable for delivering high-quality results.
Superb communication - You practice intentional dialogue, listen thoughtfully, and share your perspective clearly with others.
Resilience - You demonstrate unwavering determination to achieve success, even in the face of adversity.
Assurance - You bring confident, ego-less judgment; a strong knowledge base; the ability to discover the unknown; and openness to differing perspectives.
Creative problem solving - You look beyond identifying problems and bring an instinctively creative approach to overcoming roadblocks.
FINRA Series 7 and 63 licenses

Nice-to-haves

Bonus points if you bring

Application prep

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Keywords to mirror

Platform: greenhouse
Effort: quick

Benefits

Benefits detected in the listing.

Dental

Vision

401k

Parental Leave