Sales Executive, New York & New Jersey
Core
Sales Executive role focused on acquiring, retaining, and expanding business with financial advisors using an AI wealth management platform.
Role type
Senior IC sales executive (B2B financial services/fintech)
Builds
AI platform for wealth professionals (rebalancer, Model Marketplace)
Domain
Financial services / Fintech / Wealth Management
Deliverable
production ML models
Required skills
consultative selling, quota achievement, complex product articulation, Salesforce proficiency, technical aptitude (AI/agentic workflows)
Preferred skills
independent financial advisor experience, B2B financial services sales, top-tier management consulting
Technologies
Salesforce, AI platforms, agentic workflows
Responsibilities
Position Altruist platform capabilities to financial advisors, guide advisors through the buying process, capture advisor feedback for product roadmap, meet sales service-level agreements, maintain accurate Salesforce records
Seniority
Senior, hands-on IC
