Sales Engineer

requirements gathering, data mapping, workflow design, user acceptance testing, and rollout plans. Document and refine standard operating procedures (SOPs) for critical workflows (account opening, transfers/ACATs, trading, billing, reporting, service requests) as they are implemented on Altruist. Partner with internal stakeholders (operations, compliance, product, data) to minimize disruption to advisors and end clients during conversions. Advisor enablement & adoption Deliver training sessions, workshops, and one‑on‑one coaching for advisor and operations teams on how to use Altruist effectively, with a focus on day‑to‑day workflows and best practices. Create and maintain reference materials (playbooks, process maps, checklists, job aids) that help firms adopt new workflows and realize the full value of Altruist. Measure and report on adoption, utilization, and efficiency gains for onboarded firms; recommend ongoing enhancements based on what you see in the field. Cross‑functional partnership & continuous improvement Act as a strategic partner to Sales, Relationship Management, Product, and Operations by translating advisor needs and real‑world operational constraints into clear technology and process

requirements. Provide input into product strategy and the integrations roadmap based on patterns you see across advisors using Altruist. Contribute to the sales team’s goal of creating predictable, scalable growth by meeting SLAs, maintaining accurate and complete records in Salesforce, and proactively identifying ways to improve tools, processes, and collateral. Travel as required during the pre‑ and post‑sales process (estimated ~10–25%, depending on client needs and territory). What you’ll bring Experience - 3+ years of experience in RIA/wealth management, custodial services, or advisor‑focused fintech, with direct exposure to advisor technology and operations. Proven experience in technology consulting, implementation, sales engineering, or solutions consulting — ideally in an RIA, custodian, or advisor‑focused fintech environment. Strong understanding of core RIA workflows: account opening, ACATs/transfers, trading and rebalancing, performance reporting, billing, and client digital experience. Licensing - FINRA Series 7 and Series 63 licenses or the ability to obtain them in 90 days. Technical fluency — able to quickly learn and navigate complex platforms, data flows, and integrations, and explain them clearly to both technical and non‑technical audiences. Familiarity with APIs, data integrations, and vendor ecosystems in the RIA space is a strong plus. Consultative problem solving — comfortable structuring ambiguous advisor challenges, running discovery, and proposing clear, actionable solutions that balance client experience, risk, and scalability. Project management — strong organization and follow‑through across multiple firms and initiatives; able to manage timelines, dependencies, and stakeholders from discovery through implementation. Superb communication — intentional dialogue is a superpower. You listen deeply, synthesize clearly, and communicate complex concepts in straightforward, business‑oriented language. Ownership and resilience — you take pride in your craft, follow through on commitments, and stay solution‑oriented when things get hard or ambiguous. Collaboration — proven ability to work cross‑functionally with Sales, RM, Product, Operations, and Compliance, balancing different perspectives while keeping the advisor and end client at the center.

Bonus points: Prior experience at a custodial platform, TAMP, or advisor‑focused fintech provider. Experience designing or implementing integrated technology stacks, including CRM (e.g., Salesforce, Redtail, Wealthbox), portfolio accounting, planning software, and digital onboarding tools. Relevant industry credentials (e.g., CFP®, CPA, CIMA®, PMP, or technology/operations designations). Los Angeles, CA salary range $96,000 — $141,000 USD What we bring Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of

perks and

benefits are tailored for you to feel your best while doing your best. A hybrid work schedule for most positions to promote strong, in-person collaboration. Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity. 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). Total

compensation includes a competitive

benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and

compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive

compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating

compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth. Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

A meeting lands on your calendar

If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.