Senior Sales Executive, Enterprise

the team can forecast accurately and improve stage velocity, close rate, and opportunity quality over time. Travel as needed for onsite visits, executive meetings, strategic presentations, and critical late-stage deal moments. What you bring 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, including advisor business models, custody dynamics, operational workflows, and the realities of selling into large, multi-stakeholder firms. Proven ability to move complex opportunities through solution alignment, business case, onsite diligence, and commit stages toward a signed proposal. Excellent judgment in stakeholder mapping. You know how to identify champions, surface skeptics, assess political reality inside a prospect, and avoid false-positive deal momentum. Strong commercial instincts and comfort with pricing, packaging, and proposal nuance, especially when enterprise firms need tailored economics or phased solutions. High emotional intelligence and strong executive presence. You can push a deal forward without becoming pushy, and you know how to balance confidence with honesty when the answer is not yet fully defined. Strong cross-functional leadership without relying on formal authority. You can keep internal partners aligned, informed, and focused on what matters most to win the deal the right way. Excellent written and verbal communication, with disciplined follow-through on notes, next steps, and internal/external expectations. Comfort working inside a collaborative structure where success depends on communication, role clarity, and shared ownership rather than isolated heroics. SIE, Series 7, and Series 63 licenses, or the ability to obtain them within 90 days of employment. 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. 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.

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