Senior Sales Executive, Enterprise

Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. They are seeking a Senior Sales Executive for their Enterprise team to own and navigate qualified opportunities from discovery through successful onboarding, requiring a consultative approach to drive action and build compelling business cases.

Responsibilities:

• Own a portfolio of large, complex enterprise opportunities and lead them from discovery through onboarding
• Act as the leader for your deals, coordinating closely with Business Development, Solutions Engineering, Relationship Management, Product, Operations, Trading, Marketing, and Support
• Build and maintain detailed account plans, deal notes, internal next steps, and external action plans that keep complex opportunities organized and moving
• Lead multi-threaded deal strategy across executive, operational, and advisor stakeholders, identifying who is truly driving the deal, who still needs to buy in, and where hidden resistance may exist
• Run thoughtful business-case and solution-alignment conversations that connect Altruist’s platform, pricing, service model, and roadmap to the prospect’s real operating and growth priorities
• Maintain calm, credible communication with prospects when there are product gaps, commercial complexities, or implementation questions, while pulling in internal partners to define pragmatic paths forward
• Partner with internal teams on commercial structuring, pricing discussions, and proposal development for strategic firms where standard motions are not sufficient
• Help improve the Enterprise operating system by regularly iterating on playbooks, sales process, account-plan quality, and deal communication across the organization
• Maintain strong Salesforce hygiene, stage management, and deal inspection rigor so the team can forecast accurately and improve stage velocity, close rate, and opportunity quality over time
• Travel as needed for onsite visits, executive meetings, strategic presentations, and critical late-stage deal moments

Requirements:

• 10+ years of enterprise sales, strategic account management, or complex client-facing experience in wealth management, fintech, custody, or adjacent financial services
• Strong grasp of the RIA ecosystem, including advisor business models, custody dynamics, operational workflows, and the realities of selling into large, multi-stakeholder firms
• Proven ability to move complex opportunities through solution alignment, business case, onsite diligence, and commit stages toward a signed proposal
• Excellent judgment in stakeholder mapping. You know how to identify champions, surface skeptics, assess political reality inside a prospect, and avoid false-positive deal momentum
• Strong commercial instincts and comfort with pricing, packaging, and proposal nuance, especially when enterprise firms need tailored economics or phased solutions
• High emotional intelligence and strong executive presence. You can push a deal forward without becoming pushy, and you know how to balance confidence with honesty when the answer is not yet fully defined
• Strong cross-functional leadership without relying on formal authority. You can keep internal partners aligned, informed, and focused on what matters most to win the deal the right way
• Excellent written and verbal communication, with disciplined follow-through on notes, next steps, and internal/external expectations
• Comfort working inside a collaborative structure where success depends on communication, role clarity, and shared ownership rather than isolated heroics
• SIE, Series 7, and Series 63 licenses, or the ability to obtain them within 90 days of employment