Senior Sales Executive, Enterprise

The role

The Senior Sales Executive for the Enterprise team will own and navigate qualified opportunities from discovery through onboarding. This person will lead account strategy, manage executive relationships, and coordinate with internal teams to close complex deals.

What you will do

• Own a portfolio of large, complex enterprise opportunities from discovery through onboarding.
• Coordinate with Business Development, Solutions Engineering, Relationship Management, Product, Operations, Trading, Marketing, and Support.
• Build and maintain detailed account plans, deal notes, and action plans.
• Lead multi-threaded deal strategy across executive, operational, and advisor stakeholders.
• Run business-case and solution-alignment conversations.
• Maintain communication with prospects regarding product gaps or commercial complexities.
• Partner with internal teams on commercial structuring, pricing, and proposal development.
• Iterate on playbooks, sales process, and account-plan quality.
• Maintain Salesforce hygiene and deal inspection rigor.
• Travel as needed for onsite visits and meetings.

Required qualifications

• 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, and operational workflows.
• Proven ability to move complex opportunities through solution alignment, business case, onsite diligence, and commit stages.
• Excellent judgment in stakeholder mapping.
• Strong commercial instincts and comfort with pricing, packaging, and proposal nuance.
• High emotional intelligence and strong executive presence.
• Strong cross-functional leadership without relying on formal authority.
• Excellent written and verbal communication.
• Comfort working inside a collaborative structure.
• SIE, Series 7, and Series 63 licenses, or the ability to obtain them within 90 days of employment.

Benefits

• Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX.
• 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.
• Company perks program including discounts on pet insurance, fitness, cell phone plans, and travel.
• Financial guidance program.

About the company

Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. They partner with financial advisors nationwide to help them grow and optimize resources.