Founding Sales Development Representative, Hazel AI
Confirmed live in the last 24 hours
Altruist
Job Description
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.
This role is hybrid, with four in-office days per week at our San Francisco FiDi location.
The opportunity
Hazel needs a Business Development Representative who can consistently generate and qualify pipeline in the hundreds of thousands of dollars per month. You’ll own top-of-funnel execution – responding quickly to inbound interest and running targeted outbound to our ICP while partnering closely with AEs to convert interest into high-quality meetings and sales-qualified opportunities. This is a foundational hire with direct impact on Hazel’s growth trajectory and go-to-market playbook.
What you'll do
- Generate pipeline by running a balanced motion across inbound follow-up and outbound prospecting
- Qualify and route leads: run first-touch discovery, assess fit, and schedule next steps with AEs.
- Execute targeted outbound plays (email, phone, LinkedIn) to reach key decision-makers in ICP accounts.
- Create a great buyer experience: thoughtful follow-ups, clear next steps, and fast response times – especially on inbound.
- Operate with rigor: maintain clean CRM data, track activity, and improve conversion through feedback loops with Product, Sales and Marketing.
- Iterate your craft: test messaging, sequences, and channels; bring learnings back to the team to improve playbooks.
- Learn the Wealth management AI landscape and translate Hazel.ai’s value into business outcomes for different personas (operators, leaders, technical stakeholders).
- Leverage AI to research accounts and craft high-signal, personalized outreach at scale – continuously testing messaging and sequences to improve reply rates, meetings set, and qualified pipeline conversion.
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