Senior Sales Executive, Enterprise

Job not on LinkedIn

🕒 5 days ago

🏄 California, Texas – Remote

🏄 California – Remote 🤠 Texas – Remote

⏰ Full Time

🟠 Senior

🤑 Sales

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Altruist

WebsiteLinkedInAll Job Openings

51 - 200 employees

💼 Consulting

📦 Logistics

📣 Marketing

Consulting • Logistics • Marketing

Altruist is a modern technology and financial services company that provides tools and services to help Registered Investment Advisors (RIAs) achieve better client outcomes. Altruist offers portfolio management, reporting, and solutions for managing fees and billing through a scalable, open platform. The company also provides brokerage and custodian services, making financial advisory services more efficient and cost-effective. Altruist is committed to innovation in fixed income trading and supports advisors with a variety of tech-forward solutions to enhance productivity and profitability while reducing inefficiencies. Altruist Financial LLC, a member of FINRA and SIPC, oversees the brokerage operations, offering commission-free trading, and Altruist LLC provides advisory services as an SEC-registered investment adviser.

📋 Description

• Own a portfolio of large, complex enterprise opportunities and lead them from discovery through onboarding • Coordinate deals with Business Development, Solutions Engineering, Relationship Management, Product, Operations, Trading, Marketing, and Support • Build and maintain account plans, deal notes, internal next steps, and external action plans • Lead multi-threaded deal strategy across executive, operational, and advisor stakeholders • Run business-case and solution-alignment conversations connecting the platform, pricing, service model, and roadmap to prospect priorities • Communicate with prospects about product gaps, commercial complexities, and implementation questions while coordinating internal partners • Partner on commercial structuring, pricing discussions, and proposal development for strategic firms • Improve Enterprise playbooks, sales processes, account-plan quality, and deal communication • Maintain Salesforce hygiene, stage management, and deal inspection rigor to support accurate forecasting and improve sales performance • 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, advisor business models, custody dynamics, and operational workflows • Proven ability to move complex opportunities through solution alignment, business case, onsite diligence, and commit stages toward signed proposals • Ability to identify champions, skeptics, political realities, and false-positive deal momentum • Strong commercial instincts and comfort with pricing, packaging, and proposal nuance • High emotional intelligence and strong executive presence • Strong cross-functional leadership without formal authority • Excellent written and verbal communication with disciplined follow-through • Comfort working in a collaborative shared-ownership structure • SIE, Series 7, and Series 63 licenses, or ability to obtain them within 90 days of employment

🏖️ Benefits

• 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 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 countries) • Stock Options (ISOs) for eligible roles