The opportunity
Altruist is entering an exciting phase, and we're looking for a Relationship Manager to join our team!
Your impact
- Deliver results; demonstrate our core values to not only achieve individual quarterly and annual quota, but also support the success of the entire company
- Quickly develop a deep understanding of the Altruist platform and position Altruist, our platform, and specific features (e.g., rebalancer, Model Marketplace)
- Leverage consultative relationship skills to build trust with advisors, educate them, and be a strategic resource in helping them grow, compete and succeed all connected with the overall Altruist offering.
- Develop strong relationships with the various strategic players at the Advisor firm
- Ultimately, move up Buy/Sell Hierarchy with Advisor firm
- Systematically capture advisor feedback to help inform company priorities (e.g., product roadmap, marketing campaigns)
- Contribute to supporting team goals including sales, service, product and other areas as we strive to achieve company-wide objectives
- Maintain accurate and complete records in Salesforce of engagements with the various user buyer types of the advisor firm
- Demonstrate coachability and growth mindset; absorb and apply feedback from sales leadership to increase effectiveness and efficiency
What you bring
- Experience
- At least 5 years of experience working as an independent financial advisor; as a relationship manager and/or sales professional at a B2B financial services, fintech, or SaaS organization; or as a consultant specializing in financial services at a top-tier management consulting firm
- Track record of meeting or exceeding quotas in a fast-paced environment
- Ability to understand complex product features quickly and articulate how they can create value for customers
- Technical aptitude - You’re technologically savvy and can easily get up to speed on modern tech stacks (i.e., Salesforce, Slack, Google Drive, 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 the 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.
- Bonus points if you bring
- Prior experience at a fast-growing B2B startup
- FINRA series 7 and 63 licenses