---
title: 'Founding Sales Executive, Hazel AI (Mid-Market) at Altruist'
canonical: 'https://feeny.ai/job/founding-sales-executive-hazel-ai-mid-market-altruist-san-francisco-yp34fa6vv867'
type: 'job'
last_seen: '2026-09-11'
---

# Founding Sales Executive, Hazel AI (Mid-Market) at Altruist

- **Company:** Altruist
- **Location:** San Francisco, CA
- **Posted:** 2026-01-17
- **Last confirmed live:** 2026-09-11
- **Apply:** https://altruist.com/join-altruist/5770229004?gh_jid=5770229004

## Job description

## 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.

## About Hazel

Hazel is building the AI engine for wealth management that helps unlock 10x growth, efficiency and value for financial advisors and their clients in a regulated industry. Since its launch last September, Hazel has organically and rapidly grown its user base.

Hazel is a part of Altruist’s broader mission to make financial advice better, more affordable, and accessible to all.

This role is hybrid, with four in-office days per week at our San Francisco FiDi location.

The opportunity

This is a rare early founding AE role: you’ll close revenue now while helping define the repeatable motion we’ll scale alongside product, marketing, and leadership. You’ll sell in a market where buyers care about value, trust and compliance.

## What you'll do

- Close new business and expansions across sales assist, sales led and cross sell opportunities
- Run the full sales cycle, from consultative discovery to close
- Maintain high operating rigor through clear stage definitions, playbooks and forecasting discipline
- Partner tightly with Product + Marketing to refine persona messaging and turn early wins into proof points and references

## What you'll bring

- Quota-carrying B2B SaaS sales experience (full-cycle)
- Proven strength in discovery, deal strategy, and executive communication
- Comfort selling into regulated / trust-sensitive workflows
- Bias for action, high agency, and ability to operate in ambiguity (early-stage motion, evolving product)

Bonus points

- Experience selling AI products or workflow automation
- Exposure to wealth management, RIA operations, fintech, or adjacent verticals

Leveling & compensation

This role will focus on the mid-market segment and is open to considering candidates across multiple experience levels. Final level and compensation will be determined based on overall experience, interview performance, and scope of impact. Our estimated On-Target-Earnings across experience levels are listed below:

- Growth Account Executive | Target OTE between $200,000-210,000
- Years of experience: 2-4
- Segment: SMB
- Deal size: smaller ACV, higher velocity
- Owns: full cycle with support on complex stakeholders
- Strength: strong outbound + clean discovery + selling to pain points
- Mid-Market Account Executive | Target OTE between $250,000-275,000
- Years of experience: 4-8
- Segment: mid-market
- Deal size: larger ACV, multi-stakeholder
- Owns: complex deals end-to-end; drives evaluation plans / pilots
- Strength: strong deal strategy, MEDDICC-like rigor, procurement navigation
- Influence: helps improve strategy, messaging, and playbooks via field feedback

## 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 total compensation.
- 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 a bonus program 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.

## About Altruist

## Company Overview
- **One-liner**: Altruist is the AI-forward custodian and wealth platform for independent advisors, on a mission to make financial advice better, more affordable, and accessible to everyone.
- **Entity Type**: Private (Series F, raised $152M at a $1.9B valuation in 2025; total funding over $600M)
- **Headquarters**: Culver City, California, USA (with offices in San Francisco, CA and Dallas, TX)
- **Founded**: 2018
- **Founders**: Jason Wenk (CEO)

## Core Business
- **Primary industries**: Fintech, wealth management, asset custody, financial services
- **Target customers**: Independent Registered Investment Advisors (RIAs) – B2B
- **Mission/purpose**: To make independent financial advice better, more affordable, and more accessible to everyone.

## Products & Services
- **Custodial Platform**: Fully digital, self-clearing custodian regulated by SEC, FINRA, OCC, and 53 states/territories. Supports 30+ account types, digital ACATs, and asset protection guarantees (SIPC + excess policy via Lloyd’s of London, up to $3M FDIC insurance).
- **Trading & Portfolio Management**: Commission-free fractional share trading, smart order routing, automated rebalancing, tax-loss harvesting, fixed-income trading, and a model marketplace with 500+ models (up to 3x cheaper than average TAMP).
- **Hazel (AI Platform)**: AI that draws on real-time custodial data, CRM, email, and notes to power faster answers and more personalized advice. Provides instant responses to advisors.
- **Billing & Reporting**: Built-in fee billing automation and custom performance reporting without separate reporting systems.
- **Client Portal**: Co-branded desktop and mobile experience for clients.
- **Integrations**: 25+ integrations with CRM, financial planning, and other tools.
- **High-Yield Cash**: Idle cash accounts yielding up to 8x national average, with FDIC insurance through partner banks.

## Market Standing
- **Valuation**: $1.9 billion (Series F, 2025) – conflicting reports may exist but this is the most recent explicit figure.
- **Key Metric**: Total funding exceeds $600 million.
- **Notable Investors/Partners**: Insight Partners, ICONIQ, GIC, Venrock, Vanguard, Salesforce Ventures.
- **Growth Signals**:
  - 112% year-over-year growth in number of RIAs served – fastest rate of any custodian.
  - #1 highest-rated custodian in 2026 according to the T3/Inside Information Software 2026 Survey.
  - 6,000+ independent advisors run their firms on Altruist.
  - In 2026, Altruist’s AI-powered tax planning tool shifted an estimated $20 billion in market value in a single day.

## Competitive Advantages
- **Unified platform**: Combines custody, trading, portfolio management, billing, reporting, and AI in one system – eliminates need for multiple vendors.
- **Self-clearing capabilities**: Fully digital, reduces operational friction for advisors.
- **AI-first approach**: Hazel provides real-time, context-aware answers unique in the custodian space.
- **Scale & trust**: Holder of multiple regulatory licenses, SIPC membership, and large FDIC insurance coverage.
- **High satisfaction**: #1 rated custodian, indicating strong product-market fit.

## Strategic Focus
- **AI expansion**: Continue building Hazel and AI tools (e.g., tax planning) to deepen advisor capabilities.
- **Enterprise growth**: Launch of General Manager of Enterprise role signals push into larger RIA firms.
- **Platform breadth**: Rapidly release new features in planning, operations, and client engagement to replace fragmented solutions.
- **Disruption of custodial incumbents**: Target legacy providers with modern, integrated, lower-cost platform.

## Why Work Here
- **Culture**: Core values include Kindness, Brilliance, Grit, and Growth Mindset. The company emphasizes work-life integration, purpose-driven work, and equal opportunity.
- **Benefits**: Competitive compensation and equity for all team members; health, dental, and vision coverage available on day one; opportunities for career growth in a fast-growing company.
- **Work style**: Three office locations (Los Angeles, San Francisco, Dallas) with a collaborative in-person culture.
- **Impact**: Employees feel good about their work helping independent advisors serve more clients and democratize financial advice.
- **Engineering culture**: The company was built by a small team of engineers and former advisors; innovation and speed are core.

## Sources
1. [altruist.com](https://altruist.com/about-us/)
2. [altruist.com](https://altruist.com/careers/)
3. [altruist.com](https://altruist.com/)
4. [linkedin.com](https://www.linkedin.com/company/altruistcorp)
5. [cbinsights.com](https://www.cbinsights.com/company/altruist)

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