Altruist

Business Development Representative, Hazel AI

Altruist$105K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 1+ years in a BDR role or high-cadence customer-facing role
  • Strong written and verbal communication skills
  • Demonstrated ownership and organizational prowess
  • Data-driven approach to tracking performance
  • Familiarity with CRM and sales tools like Salesforce or HubSpot

Responsibilities

  • Generate pipeline through inbound follow-up and outbound prospecting
  • Qualify leads and schedule next steps with AEs
  • Execute targeted outreach to decision-makers via email, phone, and LinkedIn
  • Ensure a positive buyer experience with thoughtful follow-ups and fast responses
  • Maintain organized CRM data and track activities rigorously
  • Test and iterate messaging and outreach strategies
  • Understand the wealth management AI landscape and translate value to stakeholders
  • Leverage AI for personalized outreach and research

Benefits

  • Hybrid work schedule promoting in-person collaboration
  • Modern offices in Culver City, San Francisco, and Dallas
  • Competitive pay with equity for eligible positions
  • Comprehensive healthcare, dental, and vision insurance
  • 401k with a 4% match and immediate vesting
  • 16 weeks paid parental leave
  • Professional growth opportunities and development budget
  • Company perks program????? on various services
  • Financial guidance program for personal financial planning
  • One month work-from-anywhere policy
Full Job Description
This role is hybrid, with four in-office days per week at our San Francisco FiDi location.

The opportunity

Hazel needs a Business Development Representativewho 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

What you'll bring:
  • 1+ years in a BDR role or a high-cadence customer-facing role.
  • Strong written + verbal communication; comfortable with discovery and objection handling.
  • High ownership and pace: you prioritize well, follow through, are organized and thrive in ambiguity.
  • Data-informed mindset: you track what's working, diagnose drop-offs, and adjust.
  • Familiarity with CRM and sales tooling (e.g., Salesforce/HubSpot + sales engagement tools).

Bonus points:
  • Experience selling into a defined ICP (SMB/MM/Enterprise) and partnering closely with AEs on account strategy.
  • Comfort using intent signals and AI tools to personalize outreach and improve conversion.

Compensation:

This role has a target OTE of $105,000, combining base salary and variable incentive compensation. Final compensation is individualized and based on experience and qualifications.

What we bring

Attracting and retaining top-tier talent is a priority. We are proud of the culture we've built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.
  • Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.
  • Competitive total compensation.
  • Premium healthcare, dental, and vision insurance plans (HMO and PPO).
  • 401k savings plan with a 4% match and immediate vesting.
  • 16 week paid parental leave after one year of employment.
  • Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
  • Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).
  • Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
  • One month work from anywhere policy (with the exception of a few countries).

About Altruist

Altruist is a financial services company that provides a digital platform for independent registered investment advisors (RIAs). The platform offers a range of services, including custodial services, trading, and portfolio management. Altruist's mission is to make financial advice more accessible and affordable for everyone. The company was founded in 2018 and is headquartered in Los Angeles, California.
Learn more about Altruist
Size
200 employees
Industry
Founded
2018

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