Sr. Solutions Engineer, Enterprise

About the role

Altruist is in the midst of an exceptional growth phase and we're excited to hire a Senior Solutions Engineer to join our growing Enterprise team.

Responsibilities

• Collaborate closely with Product Director, Enterprise and Sales Director, Enterprise to develop and continuously refine a GTM strategy for the Enterprise segment.
• Lead end-to-end implementation and onboarding process of new enterprise clients; ensuring a smooth handoff from sales, managing technical requirements and gathering, coordinating integrations, etc.
• Develop a deep understanding of the Altruist platform to be able to demo and speak to various capabilities
• Stay informed on the technology landscape of the wealth management industry to be able to speak to different tech stack configurations, integration capabilities, speak to different use cases, and surface efficiency gains for firms
• Systematically capture advisor feedback throughout the sales cycle to help inform company priorities (e.g., product roadmap, marketing campaigns)
• Contribute to the sales team's goal of creating predictable, scalable growth by proactively identifying ways to make the team better, meeting sales SLAs, and consistently maintaining accurate and complete records in Salesforce
• Travel as required during the pre- and post-sales process
• Develop competitive information and insights on legacy custodians (Schwab, Fidelity, Pershing) and build an understanding of how parts of their business and products operate

Requirements

• Experience - 10+ years of experience in a sales engineering, solutions consulting, or technical pre-sales role, ideally supporting a B2B financial services or wealth management platform.
• Deep domain knowledge - a strong grasp of the RIA (Registered Investment Advisor) ecosystem, broker-dealer infrastructure, and portfolio management workflows. Experience navigating custodial platforms and compliance requirements is a strong plus.
• Technical flu

Benefits

Additional Information

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 Altruist Altruist is the modern custodian built exclusively for independent financial advisors that combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing, all in one streamlined solution. Financial advisors across the U.S. have partnered with Altruist to reduce costs, save time, grow their business, and provide better outcomes for their clients. Our mission is to make financial advice better, more affordable, and accessible to everyone, but we can't do it alone. We're seeking exceptional talent to join our team. That's where you come in! If you're passionate about challenging the status quo and making a meaningful impact in the financial advice industry, 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.

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