About the role
About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients. We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you! But first, our values Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully. Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one. Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles. The opportunity Altruist is entering an exciting phase, and we're looking for a Sales Development Representative (SDR) to join our Client Development team. In this role, you will be responsible for driving high‑quality top‑of‑funnel activity and generating qualified opportunities for our sales team through a mix of inbound qualification and targeted outbound prospecting. If you’re passionate about sales, energized by high‑volume outreach, and excited to build a career in a fast‑growing fintech environment, this is
the role for you. Your impact Qualify inbound leads (e.g., marketing‑qualified leads) and efficiently route them to the appropriate account owners with clear context and next‑step recommendations. Drive high‑volume, multi‑channel outbound prospecting, with phone as your primary channel, supplemented by email and professional social platforms (e.g., LinkedIn), to generate new sales‑qualified opportunities. Maintain a consistent daily outreach cadence (e.g., targeted calls and total touches per day) that aligns with team goals and supports a healthy, predictable pipeline. Execute weekly, theme‑based prospecting campaigns informed by market developments, territory priorities, and guidance from sales leadership. Use independent judgment to qualify prospects, determining when a lead is ready to enter the sales pipeline and be handed off to the appropriate sales owner. Leverage consultative selling skills to build trust with advisors, educate them, and guide them through early stages of the buying journey. Quickly develop a deep understanding of the Altruist platform and core features in order to clearly articulate value and differentiation in first‑touch conversations. Systematically capture prospect and client feedback to help inform broader company priorities (e.g., product roadmap, marketing campaigns, sales plays). Use Salesforce to rigorously track your activities, conversion metrics, and KPIs, and to understand the impact of your lead flow on territory funnel and results. 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 team performance. Demonstrate coachability and a growth mindset, actively seeking and applying feedback from sales leadership to increase your effectiveness and efficiency. What you bring Experience - At least 2 years of experience as a sales professional in a B2B financial services, fintech, or SaaS organization, with a track record of meeting or exceeding quotas in a fast‑paced environment We will also consider early-career candidates with strong academic or internship experience in finance or financial technology who can demonstrate clear sales aptitude and drive Ability to quickly understand complex product features and explain how they create value for customers in simple, compelling language. Comfort with high‑volume outbound outreach, particularly phone‑based prospecting, and the resilience to handle rejection while maintaining energy and professionalism. Education - Ideally looking for a B.A. / B.S. degree in relevant fields such as Business, Marketing, etc. Technical aptitude - You’re technologically savvy and can easily get up to speed on modern tech stacks (i.e., Google Suite, Slack, Salesforce, Zendesk, etc.) Ownership - The pride you put into every aspect of your work is unparalleled and undeniable Superb communication - intentional dialogue is a superpower. You listen as well as you share your perspective with others. Resilience - We’re inspired by your unwavering determination to achieve success, no matter the adversity you face along way Assurance - Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives. Creative problem solving - Identifying the problem is simply not enough. You’re instinctually creative with your approach in finding solutions to roadblocks.
