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.
This role is hybrid, with four in-office days per week at our San Francisco FiDi location.
This is a rare early founding AE role: you'll close revenue now while helping define the repeatable motion we'll scale alongside product, marketing, and leadership. You'll sell in a market where buyers care about value, trust and compliance.
- Close new business and expansions across sales assist, sales led and cross sell opportunities
- Run the full sales cycle, from consultative discovery to close
- Maintain high operating rigor through clear stage definitions, playbooks and forecasting discipline
- Partner tightly with Product + Marketing to refine persona messaging and turn early wins into proof points and references
- Proven strength in discovery, deal strategy, and executive communication
- Comfort selling into regulated / trust-sensitive workflows
- Bias for action, high agency, and ability to operate in ambiguity (early-stage motion, evolving product)
- Exposure to wealth management, RIA operations, fintech, or adjacent verticals
This role will focus on the mid-market segment and is open to considering candidates across multiple experience levels. Final level and compensation will be determined based on overall experience, interview performance, and scope of impact. Our estimated On-Target-Earnings across experience levels are listed below:
- Growth Account Executive | Target OTE between $200,000-210,000
- Strength: strong outbound + clean discovery + selling to pain points
- Mid-Market Account Executive | Target OTE between $250,000-275,000
- Owns: complex deals end-to-end; drives evaluation plans / pilots
- Strength: strong deal strategy, MEDDICC-like rigor, procurement navigation
- Influence: helps improve strategy, messaging, and playbooks via field feedback
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