Sales Engineer

Join Altruist, a fast-growing company in the wealth management industry. As a Solutions Engineer, you will be a key technical and workflow subject matter expert for Registered Investment Advisors (RIAs) evaluating, adopting, or expanding their use of Altruist. You will collaborate with various teams to support high-value RIA opportunities, design target-state architectures, lead implementations, and develop deep expertise in the Altruist platform. This role offers competitive compensation, equity, and comprehensive health benefits.

• Support high-value RIA opportunities across the full sales cycle, from early discovery through close.
• Map current-state custodial and technology workflows and design target-state architectures centered on Altruist.
• Lead and support implementations, integrations, and advisor enablement so transitions are smooth, efficient, and well-adopted.
• This is an ideal role for someone who understands advisor operations in the real world, loves working directly with advisors and operations teams, and wants to grow into a senior solutions/enterprise role over time
• Strong understanding of core RIA workflows: account opening, ACATs/transfers, trading and rebalancing, performance reporting, billing, and client digital experience
• Consultative problem solving — comfortable structuring ambiguous advisor challenges, running discovery, and proposing clear, actionable solutions that balance client experience, risk, and scalability
• Project management — strong organization and follow‑through across multiple firms and initiatives; able to manage timelines, dependencies, and stakeholders from discovery through implementation
• Proven experience in technology consulting, implementation, sales engineering, or solutions consulting — ideally in an RIA, custodian, or advisor‑focused fintech environment
• Experience - 3+ years of experience in RIA/wealth management, custodial services, or advisor‑focused fintech, with direct exposure to advisor technology and operations
• Ownership and resilience — you take pride in your craft, follow through on commitments, and stay solution‑oriented when things get hard or ambiguous
• Superb communication — intentional dialogue is a superpower. You listen deeply, synthesize clearly, and communicate complex concepts in straightforward, business‑oriented language
• Collaboration — proven ability to work cross‑functionally with Sales, RM, Product, Operations, and Compliance, balancing different perspectives while keeping the advisor and end client at the center
• Licensing - FINRA Series 7 and Series 63 licenses or the ability to obtain them in 90 days
• Technical fluency — able to quickly learn and navigate complex platforms, data flows, and integrations, and explain them clearly to both technical and non‑technical audiences. Familiarity with APIs, data integrations, and vendor ecosystems in the RIA space is a strong plus
• Prior experience at a custodial platform, TAMP, or advisor‑focused fintech provider
• Experience designing or implementing integrated technology stacks, including CRM (e.g., Salesforce, Redtail, Wealthbox), portfolio accounting, planning software, and digital onboarding tools
• Relevant industry credentials (e.g., CFP®, CPA, CIMA®, PMP, or technology/operations designations)