Sales Engineer

Onsite Dallas, TX

client development

greenhouse

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Job description

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

Details

Dallas, TX, work from office
Experience in client development or related field

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