Senior Manager, Sales Lead (Hazel AI)

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.

About Hazel

Hazel is building the AI engine for wealth management that helps unlock 10x growth, efficiency and value for financial advisors and their clients in a regulated industry. Since its launch last September, Hazel has organically and rapidly grown its user base.

Hazel is a part of Altruist’s broader mission to make financial advice better, more affordable, and accessible to all.

The opportunity

Hazel needs a player/coach sales leader who has done this before: build rigor, coach AEs, establish operating cadence, and turn early traction into a scalable revenue engine. This is not a “strategy-only” leadership role - you will be in the field, in the deals, and in the details. 

You’ll help answer a core question: what does an AI-first sales motion look like in financial services?

• AE-led pods (not BDR-heavy)
• tight integration with PLG signals and marketing demand
• strong narrative selling in a competitive AI market (“why Hazel, why now”)

What you'll do

Build the sales operating system

• Define and run the weekly cadence: pipeline reviews, deal reviews, forecasting, inspection
• Establish stage definitions, exit criteria, and a qualification framework that’s simple and enforceable

Lead the team

• Hire, onboard, coach, and performance-manage the first AEs
• Build a high-output culture with clear standards on discovery quality, deal strategy, objection handling, and urgency creation
• Be hands-on in key deals (when to engage execs, negotiate in larger deals)

Partner cross-functionally

• Codify the PLG → Sales handoff: what signals trigger sales involvement; SLAs; routing rules
• Partner with Marketing on demand strategy, funnel diagnostics, and proof points 
• Partner with Product on structured field feedback loops and prioritizing features that unblock sales (compliance, admin workflows, provisioning)
• Build and operationalize a cross-sell/referral motion with the Altruist GTM/Sales team

What you'll bring:

• 8+ years in B2B SaaS sales, including 2+ years managing quota-carrying AEs
• Demonstrated ability to build early GTM rigor: creating the playbook, forecasting, hiring, and coaching
• Strong deal leadership: can improve win rates through discovery, messaging, and process
• Experience selling into complex buying environments (security/compliance/legal, multi-stakeholder)
• Bonus points:
  • AI product selling or vertical SaaS/workflow automation
  • Wealth/fintech domain familiarity
  • Has built teams in high-growth environments and can recruit top performers to seed the GTM team

Compensation:

This role has a target OTE of $350,000, combining base salary and variable incentive compensation. Final compensation is individualized and based on experience and qualifications. Equity and benefits are included for full-time employees.

What we bring

Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic of