Sr. Solutions Engineer, Enterprise
AI summary of the role
Founding Senior Solutions Engineer for Altruist's Enterprise Sales Organization, serving as a strategic technical consultant for enterprise RIA prospects and clients.
No longer in the current catalog. Last included 2026-09-09. Check the employer’s posting for availability.
What you’ll do
- Collaborate with Product Director and Sales Director to refine GTM strategy for the Enterprise segment.
- Drive sales execution from discovery to close, delivering demos and bringing in SMEs as needed.
- Lead end-to-end implementation and onboarding of new enterprise clients, managing technical requirements and integrations.
- Capture advisor feedback to inform product roadmap and marketing campaigns.
What you’ll bring
- 10+ years in sales engineering, solutions consulting, or technical pre-sales, ideally in B2B financial services or wealth management.
- Deep knowledge of RIA ecosystem, broker-dealer infrastructure, and portfolio management workflows.
- Technical fluency in explaining complex API integrations, data flows, and back-end processes.
- Enterprise selling acumen including discovery, proof-of-concept, and security reviews.
Technologies
API integrations · Salesforce · custodial platforms · broker-dealer infrastructure · portfolio management workflows
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 excited to hire a Founding Senior Solutions Engineer to join our growing Enterprise Sales Organization. In this role, you'll serve as strategic technical consultant for prospective and current Enterprise customers while partnering with sales, product and engineering leadership to create and deliver on a high impact roadmap. Success in this role will accelerate Altruist's adoption and momentum amongst Enterprise RIAs and result in
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 excited to hire a Founding Senior Solutions [... source excerpt omitted ...] uct Director, Enterprise and Sales Director, Enterprise to develop and continuously refine a GTM strategy for the Enterprise segment. Drive sales execution by partnering with the Client Development team throughout the sales cycle from early discovery through close developing a consultative, solution approach, answering technical questions, delivering customized demos and presentations, and bringing in SMEs as needed into the process 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 pla [... source excerpt omitted ...] sp 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 fluency - proven ability to understand and explain complex API integrations, data flows, and back-end processes to both technical and non-technical audiences. Enterprise selling acumen - deep understanding of enterprise sales cycles, including discovery, proof-of-concept, security reviews, etc. You act as a trusted technical advisor throughout the process. Ownership - The pride you put into every aspect of your work is unparalleled and undeniable Superb communica
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