Sales Engineer
AI summary of the role
Altruist is hiring a Solutions Engineer to serve as a technical and workflow subject matter expert for RIAs evaluating or adopting the platform.
No longer in the current catalog. Last included 2026-09-09. Check the employer’s posting for availability.
What you’ll do
- Support high-value RIA opportunities across the full sales cycle, from discovery through close.
- Map current-state custodial and technology workflows and design target-state architectures centered on Altruist and key third-party tools.
- Lead and support implementations, integrations, and advisor enablement to ensure smooth transitions.
- Deliver customized demos and presentations addressing RIA workflows such as ACATs, trading, reporting, billing, and digital onboarding.
What you’ll bring
- 3+ years of experience in RIA/wealth management, custodial services, or advisor-focused fintech with direct exposure to advisor technology and operations.
- Proven experience in technology consulting, implementation, sales engineering, or solutions consulting in an RIA, custodian, or advisor-focused fintech environment.
- Strong understanding of core RIA workflows: account opening, ACATs/transfers, trading and rebalancing, performance reporting, billing, and client digital experience.
- FINRA Series 7 and Series 63 licenses or ability to obtain them in 90 days.
Technologies
Salesforce · CRM · portfolio accounting · planning software · digital onboarding · API · ACAT · trading · rebalancing · billing
About Altruist
AI-forward custodian and wealth platform combining self-clearing brokerage, portfolio software, and advisor AI so independent RIAs can onboard, trade, bill, and serve clients in one stack.
Series F · 500–1000 people
Source and classification
Technical pre-sales · Evidence for this classification:
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. The opportunity Altruist is in the midst of an exceptional growth phase, and we’re hiring a Solutions Engineer. In this role, you’ll be a key technical and workflow subject matter expert for RIAs who are evaluating, adopting, or expanding their use of Altruist. You’ll blend deep platform knowledge with consultative problem-solving to design and implement technology and operational solutions that make it easier for firms to migrate assets, scale efficiently, and deliver an exceptional client experience on Altruist.
More from the 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. The opportunity Altruist is in the midst of an exceptional growth phase, and we’re hiring a Solutions Engineer. In this role, [... source excerpt omitted ...] ltative problem-solving to design and implement technology and operational solutions that make it easier for firms to migrate assets, scale efficiently, and deliver an exceptional client experience on Altruist. You’ll collaborate with Client Development, Onboarding, Product, Operations, and Relationship Management to: Support high‑value RIA opportunities across the full sales cycle. Map current‑state custodial and technology workflows and design target‑state architectures centered on Altruist, plus key third‑party tools. Lead and support implementations, integrations, and advisor enablement so transitions are smooth, efficient, and well‑adopted. This is an ideal role for so [... source excerpt omitted ...] tform & ecosystem expertise Develop deep, hands‑on expertise in the Altruist platform across account opening, trading and rebalancing, billing, reporting, digital onboarding, and client/advisor experience. Build a strong understanding of how Altruist integrates with key third‑party systems (CRM, portfolio accounting, planning, analytics, digital onboarding, document management). Maintain up‑to‑date knowledge of product releases, APIs, integrations, and best practices relevant to RIAs, and translate those into clear recommendations for how firms can operate more efficiently on Altruist. RIA technology consulting & solution design Partner with Client Development to conduct d
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