Altruist is transforming the wealth management industry by building an AI platform for wealth professionals. They are seeking a Founding Sales Development Representative to generate and qualify pipeline, manage inbound and outbound sales efforts, and contribute to the growth of Hazel's AI engine for wealth management.
Responsibilities
- Generate pipeline by running a balanced motion across inbound follow-up and outbound prospecting
- Qualify and route leads: run first-touch discovery, assess fit, and schedule next steps with AEs
- Execute targeted outbound plays (email, phone, LinkedIn) to reach key decision-makers in ICP accounts
- Create a great buyer experience: thoughtful follow-ups, clear next steps, and fast response times – especially on inbound
- Operate with rigor: maintain clean CRM data, track activity, and improve conversion through feedback loops with Product, Sales and Marketing
- Iterate your craft: test messaging, sequences, and channels; bring learnings back to the team to improve playbooks
- Learn the Wealth management AI landscape and translate Hazel.ai’s value into business outcomes for different personas (operators, leaders, technical stakeholders)
- Leverage AI to research accounts and craft high-signal, personalized outreach at scale – continuously testing messaging and sequences to improve reply rates, meetings set, and qualified pipeline conversion
Skills
- 1+ years in a BDR role or a high-cadence customer-facing role
- Strong written + verbal communication; comfortable with discovery and objection handling
- High ownership and pace: you prioritize well, follow through, are organized and thrive in ambiguity
- Data-informed mindset: you track what's working, diagnose drop-offs, and adjust
- Familiarity with CRM and sales tooling (e.g., Salesforce/HubSpot + sales engagement tools)
- Experience selling into a defined ICP (SMB/MM/Enterprise) and partnering closely with AEs on account strategy
- Comfort using intent signals and AI tools to personalize outreach and improve conversion
Benefits
- 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.
- 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).
Company Overview
Altruist is a modern custodian that offers a digital investment platform for financial advisors to manage their clients' investments. It was founded in 2018, and is headquartered in Culver City, California, USA, with a workforce of 51-200 employees. Its website is https://altruist.com.