Sales Enablement Lead, Altruist
+ Stock options
All-in-one platform for financial advisors and their clients
Job no longer available
All-in-one platform for financial advisors and their clients
501-1000 employees
Job no longer available
+ Stock options
501-1000 employees
Company mission
To make financial advice better, more affordable, and more accessible.
Role
Who you are
- 5+ years of experience in a sales enablement role for a B2B financial services or fintech organization
- Track record of building, implementing, and continuously improving sales onboarding and training programs to improve business outcomes
- Extensive knowledge of B2B sales processes, skills, and tools to drive efficiency, effectiveness, predictability, and scalability
- Exceptional communication skills (written and verbal)
- Strong problem solving and analytical skills
- Commitment to high standards, data-driven decision-making, continuous improvement, and teamwork
What the job involves
- Altruist is entering an exciting phase, and we're looking for a Sales Enablement Lead to join our Client Development team
- Build, implement, measure and continuously improve how we onboard, train, and equip our sales team to drive results
- Work closely with sales leadership, sales operations, and product marketing to develop sales content and ensure it is accessible, organized, and current
- Design and deliver training through a variety of methods to maximize efficiency and learning retention
- Set onboarding goals for sales team, measure results, and offer data-driven recommendations to sales leadership to improve hiring and performance
- Conduct quantitative and qualitative analyses to identify gaps in sellers’ knowledge, skills, or abilities and craft and execute plans to close these gaps
- Lead special projects for sales leadership as needed (e.g., drafting coaching guides, implementing new sales tools, developing certifications programs)
Our take
Altruist has created a cloud-based digital investing platform for independent financial advisors (IFAs). In the past, it’s been common for financial advisors selling products on a commission basis to have access to advanced digital systems, but not those working entirely independently.
Altruist brings an all-in-one platform to all IFAs, removing the need to use multiple programs to manage client accounts whilst bringing high quality assets to all investors, regardless of portfolio size.
Advisors can save time, compress costs and ultimately do more for their clients. Altruist operates a pricing model that scales up with the number of required accounts, unlike some competitor products such as Adviser and Intelliflo which charge a flat monthly subscription fee. Off the back of impressive funding, the company is set to expand its service offerings and support a wider range of RIAs as it becomes a truly comprehensive advising solution.
Freddie
Company Specialist
Insights
Company
Funding (last 2 of 5 rounds)
May 2024
$169m
SERIES E
Apr 2023
$112m
SERIES D
Total funding: $449.5m
Company benefits
- Be rewarded for doing great work: competitive compensation and equity for all team members
- Health, dental, and vision coverage, available on your first day
- Set future you up for success with 4% 401(k) matching
- Flexible time off and work hours to meet your needs
- Modern parental paid leave from day one, including 16-week adoptive, birth or foster paid leave, and 4-week child loss or miscarriage paid leave
Company values
- First and foremost we believe in treating everyone with kindness, respect, and equality
- Brilliance at Altruist means constantly striving to better your craft with a growth mindset, always learning
- Lastly, we have grit—a bias toward action and an insatiable appetite for getting things done to bring us closer to delivering on our mission
Company HQ
McManus, Culver City, CA
Articles
Leadership
Jason Wenk
(CEO)Started their career as a Morgan Stanley System Analyst before co-founding Retirement Wealth as CEO in 2005. They also founded FormulaFolios in September 2011, before combining this financial and entrepreneurial experience to found Altruist in September 2018.
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