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Altruist

Sales Engineer

Los Angeles, CAFrom $141kmidAdded 1 month ago

About this role

Altruist, an AI-powered wealth management platform, seeks a Solutions Engineer in Los Angeles to serve as a technical expert guiding RIAs through evaluation, adoption, and expansion of the platform. You'll blend deep product knowledge with consultative problem-solving to design technology solutions, lead implementations, and ensure smooth migrations for wealth management firms.

What you'll do

  • Support high-value RIA sales opportunities across the full sales cycle with technical expertise and consultative guidance
  • Conduct discovery sessions with RIA stakeholders to understand business models, workflows, and operational pain points
  • Design target-state technology architectures centered on Altruist integrated with third-party systems like CRMs and portfolio accounting tools
  • Deliver customized product demos and presentations addressing real RIA operational challenges like trading, billing, and digital onboarding
  • Lead implementations, integrations, and advisor enablement to ensure efficient transitions and adoption
  • Capture and communicate advisor feedback to internal teams to inform product development

What they're looking for

  • Deep platform expertise in wealth management software and RIA operations
  • Technology consulting and solution design for financial services firms
  • Sales engineering and pre-sales support capabilities
  • Understanding of custodial platforms, CRMs, and portfolio accounting systems
  • RIA workflow knowledge including ACAT transfers, trading, and rebalancing
  • API and systems integration knowledge
  • Change management and implementation planning
  • Technical communication with non-technical stakeholders
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Altruist

Altruist is an AI-powered wealth management platform serving registered investment advisors (RIAs). The company is hiring Solutions Engineers who combine deep platform expertise with consultative skills to guide firms through platform evaluation, implementation, and expansion.

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Likely interview questions

  • Walk us through your experience with RIA operations and technology stacks—what custodial platforms, CRMs, and portfolio accounting systems have you worked with, and how would you approach assessing a firm's current-state workflows?
  • Describe a time you designed or recommended a technology solution for a complex migration or integration. How did you balance the ideal architecture with practical constraints like timelines and change management?
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