Altruist

👥 101-250💰 $169,000,000 Series E 11 months agoFinancial ServicesAsset ManagementFinTech💼 Private Company
Website LinkedIn Email Facebook Twitter

Altruist builds and operates a digital investment platform designed to modernize financial advisory services. We offer commission-free trading and financial advice, empowering independent financial advisors to become more efficient and offer more affordable services to their clients. This results in improved client outcomes and increased access to financial guidance. Our platform is utilized by thousands of financial professionals, impacting tens of millions of people. We're a leader in the FinTech space, driving innovation and efficiency in the asset management industry. Our technology stack includes a robust suite of tools, such as WordPress, Google Tag Manager, Google Analytics, and a Content Delivery Network, ensuring a seamless experience for both advisors and clients. We prioritize a modern tech stack and continually strive to leverage the latest technologies. Our engineering culture values collaboration, innovation, and a growth mindset—we are a team that values and supports each other. At Altruist, we operate on core values of Kindness, Brilliance, and Grit. These principles guide our interactions and approach to problem-solving. We are a rapidly growing company with a strong commitment to employee well-being and offer a generous benefits package, including flexible PTO and a hybrid work schedule, along with equity compensation. We’ve secured significant funding, most recently a Series E round, reflecting the market's confidence in our mission and platform. Altruist is a dynamic and growing company. Our commitment to making financial advice more accessible, affordable and better is backed by a strong financial foundation and a team focused on innovation. Our hybrid remote model empowers us to connect with professionals nationwide while cultivating a strong team spirit. We are always seeking talented individuals who are passionate about our mission and embrace our innovative culture.

Related companies:

Jobs at this company:

Apply

📍 San Francisco, CA

🧭 Full-Time

🔍 Financial Services, Fintech

  • At least 5 years of experience working as an independent financial advisor; as a sales professional at a B2B financial services, fintech, or SaaS organization; or as a consultant specializing in financial services at a top-tier management consulting firm
  • Track record of meeting or exceeding quotas in a fast-paced environment
  • Strong consultative sales skills
  • Ability to understand complex product features quickly and articulate how they can create value for customers
  • You’re technologically savvy and can easily get up to speed on modern tech stacks (i.e., Google Suite, Slack, Salesforce, Zendesk, etc.)
  • Deliver results; demonstrate our core values to not only achieve individual quarterly and annual quota, but also support the success of the entire sales team
  • Quickly develop a deep understanding of the Altruist platform and position Altruist, our platform, and specific features (e.g., rebalancer, Model Marketplace)
  • Leverage consultative selling skills to build trust with advisors, educate them, and guide them through the buying process to acquire, retain, and expand business
  • 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 from sales leadership to increase effectiveness and efficiency

SalesforceSales experienceCRMFinancial analysis

Posted 3 months ago
Apply