Senior Solutions Engineer (Enterprise)

Join Altruist, a fast-growing company in the wealth management industry, as a Senior Solutions Engineer. In this role, you will collaborate with the Product and Sales Directors to develop a go-to-market strategy for the Enterprise segment, drive sales execution, lead the implementation and onboarding process for new enterprise clients, and stay informed on the technology landscape of the wealth management industry. You will also capture advisor feedback, contribute to the sales team's goals, and travel as required. This position offers competitive compensation, equity, health benefits, and a commitment to inclusivity.

• Collaborer étroitement avec le directeur produit et le directeur des ventes pour développer et affiner la stratégie de mise sur le marché pour le segment des entreprises.
• Conduire l'exécution des ventes en s'associant à l'équipe de développement client tout au long du cycle de vente, en développant une approche consultative.
• Diriger le processus d'implémentation et d'intégration des nouveaux clients d'entreprise, en assurant une transition fluide de la vente à l'intégration.
• Ownership - The pride you put into every aspect of your work is unparalleled and undeniable
• 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
• Technical fluency - proven ability to understand and explain complex API integrations, data flows, and back-end processes to both technical and non-technical audiences
• 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
• Creative problem-solving: Identifying the problem is simply not enough. You’re instinctively creative with your approach in finding solutions to roadblocks
• 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
• 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
• Licensing: SIE, Series 7, and Series 63 licenses or the ability to obtain them in 90 days
• Superb communication - Intentional dialogue is a superpower. You listen as well as you share your perspective with others
• If you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles