Sales Engineer

Onsite Los Angeles, CA

client development

greenhouse

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Job description

You will support financial advisors in adopting and optimizing the Altruist platform in Los Angeles. This role involves technical consulting and workflow design to enhance client experiences.

Details

Los Angeles, CA, work from office
Experience in client development and advisor operations

The work

Support high-value RIA opportunities across the full sales cycle
Map current-state custodial and technology workflows
Lead and support implementations and integrations
Deliver training sessions for advisor and operations teams