Sales Engineer

About the Role

Altruist is seeking a Solutions Engineer to join our team during an exceptional growth phase. In this role, you'll be a key technical and workflow subject matter expert for RIAs evaluating, adopting, or expanding their use of Altruist. You'll blend deep platform knowledge with consultative problem-solving to design and implement technology and operational solutions that streamline asset migration, efficient scaling, and superior client experiences on Altruist.

Responsibilities

• Platform & Ecosystem Expertise:
  • Develop deep expertise in the Altruist platform across account opening, trading, billing, reporting, and client/advisor experience.
  • Understand Altruist's integrations with third-party systems (CRM, portfolio accounting, planning, analytics, digital onboarding, document management).
  • Maintain knowledge of product releases, APIs, and best practices, translating them into recommendations for efficient operations on Altruist.
• RIA Technology Consulting & Solution Design:
  • Conduct discovery sessions with RIA stakeholders to understand business models, client segments, and operational pain points.
  • Assess current technology stacks and process flows, identifying gaps and inefficiencies.
  • Design target-state technology architectures centered on Altruist, alongside key third-party systems.
  • Support development of technology and migration roadmaps tailored to each firm.
• Sales Engineering, Demos, and Pre-Sales Support:
  • Partner with Client Development throughout the sales cycle, delivering customized demos and presentations.
  • Answer technical and workflow questions, bringing in additional subject matter experts as needed.
  • Capture advisor feedback to influence product roadmap, integrations, and playbooks.
• Implementation, Integration & Transition Support:
  • Lead or support transition projects as firms onboard to Altruist from legacy platforms.
  • Contribute to implementation activities such as requirements gathering, data mapping, and workflow design.
  • Document and refine standard operating procedures for critical workflows.
• Advisor Enablement & Adoption:
  • Deliver training sessions and coaching for advisor and operations teams on Altruist workflows.
  • Create reference materials to help firms adopt new workflows and realize Altruist's full value.
  • Measure and report on adoption, utilization, and efficiency gains, recommending enhancements.
• Cross-Functional Partnership & Continuous Improvement:
  • Act as a strategic partner to Sales, Relationship Management, Product, and Operations.
  • Provide input into product strategy and integrations roadmap based on advisor needs.
  • Contribute to scalable growth by meeting SLAs and improving tools and processes.

Requirements

• 3+ years of experience in RIA/wealth management, custodial services, or advisor-focused fintech, with exposure to advisor technology and operations.
• Proven experience in technology consulting, implementation, sales engineering, or solutions consulting.
• Strong understanding of core RIA workflows: account opening, transfers, trading, performance reporting, billing, and client digital experience.
• FINRA Series 7 and Series 63 licenses or ability to obtain them within 90 days.
• Technical fluency in complex platforms, data flows, and integrations.
• Consultative problem-solving skills and project management experience.
• Superb communication and collaboration abilities.

Qualifications

• Familiarity with APIs, data integrations, and vendor ecosystems in the RIA space is a plus.
• Prior experience at a custodial platform, TAMP, or advisor-focused fintech provider is advantageous.
• Experience with CRM, portfolio accounting, planning software, and digital onboarding tools is beneficial.
• Relevant industry credentials (CFP®, CPA, CIMA®, PMP, etc.) are a plus.

Skills

• Consultative problem solving
• Project management
• Technical fluency
• Superb communication
• Collaboration

Travel is required during the pre- and post-sales process, estimated at 10–25%.