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.
You’ll be Hazel’s first dedicated partnerships hire, owning the partnership motion end-to-end across technology integrations, distribution (broker-dealers and aggregators), affiliates, and industry networks. This is an 80% IC role — you’ll personally lead the highest-leverage deals, run exec-to-exec conversations, and close the partnerships that re-rate Hazel’s trajectory. The other 20% is leadership: building the function over the next 12–18 months and reporting against partnership-sourced ARR.
Partnerships are how Hazel reaches the majority of the RIA market that direct sales alone cannot — affiliated firms behind broker-dealers, aggregators, and platforms. One signed deal at this tier delivers more advisors than a year of direct selling. If you’ve built a partnership function at a fintech or wealthtech company, have an existing network across the RIA ecosystem, and want to architect something from scratch inside one of the most exciting AI companies in financial services, this is the role.