... fintech environment, this is the role for you. Your impact * Qualify inbound leads (e.g ... We will also consider early-career candidates with strong academic or internship experience in ...
... fintech environment, this is the role for you. Your impact * Qualify inbound leads (e.g ... We will also consider early-career candidates with strong academic or internship experience in ...
Internship Fintech Startup information
What is the difference between Internship Fintech Startup vs Fintech Analyst?
| Aspect | Internship Fintech Startup | Fintech Analyst |
|---|---|---|
| Required Credentials | Typically pursuing or recent graduate in finance, economics, or related fields | Bachelor's or master's in finance, economics, or related disciplines; certifications like CFA are common |
| Work Environment | Fast-paced startup setting, hands-on experience, mentorship opportunities | Corporate or consulting environment, analytical focus, reporting responsibilities |
| Employer & Industry Usage | Startups, fintech companies, innovation labs | Financial institutions, consulting firms, fintech companies |
Internship Fintech Startup roles are entry-level, offering practical experience in a dynamic environment, often for students or recent graduates. Fintech Analysts typically hold more advanced qualifications, focusing on data analysis, market research, and strategic insights within established or larger fintech firms. Both roles serve different career stages but share industry relevance.
What types of projects or tasks can interns expect to work on at a fintech startup?
What is an internship at a fintech startup?
What are the key skills and qualifications needed to thrive as an intern at a fintech startup, and why are they important?
- Summer Forensic Accounting Internship
- Internship 1099 Software Developer Contractor
- Internship Insurance Transcriptionist
- Engineer Summer
- Commodity Trading Summer Intern
- Internship Tilt Up Construction
- Internship Recent College Grad Software Developer
- Summer Geospatial Data Science Intern
- Machine Learning Summer Internship
- Summer Data Engineer

Job description
The opportunity
Altruist is entering an exciting phase, and we're looking for a Sales Development Representative (SDR) to join our Client Development team. In this role, you will be responsible for driving highquality topoffunnel activity and generating qualified opportunities for our sales team through a mix of inbound qualification and targeted outbound prospecting.
If you're passionate about sales, energized by highvolume outreach, and excited to build a career in a fastgrowing fintech environment, this is the role for you.
Your impact
- Qualify inbound leads (e.g., marketingqualified leads) and efficiently route them to the appropriate account owners with clear context and nextstep recommendations.
- Drive highvolume, multichannel outbound prospecting, with phone as your primary channel, supplemented by email and professional social platforms (e.g., LinkedIn), to generate new salesqualified opportunities.
- Maintain a consistent daily outreach cadence (e.g., targeted calls and total touches per day) that aligns with team goals and supports a healthy, predictable pipeline.
- Execute weekly, themebased prospecting campaigns informed by market developments, territory priorities, and guidance from sales leadership.
- Use independent judgment to qualify prospects, determining when a lead is ready to enter the sales pipeline and be handed off to the appropriate sales owner.
- Leverage consultative selling skills to build trust with advisors, educate them, and guide them through early stages of the buying journey.
- Quickly develop a deep understanding of the Altruist platform and core features in order to clearly articulate value and differentiation in firsttouch conversations.
- Systematically capture prospect and client feedback to help inform broader company priorities (e.g., product roadmap, marketing campaigns, sales plays).
- Use Salesforce to rigorously track your activities, conversion metrics, and KPIs, and to understand the impact of your lead flow on territory funnel and results.
- Contribute to the sales team's goal of creating predictable, scalable growth by meeting SLAs, maintaining accurate and complete records in Salesforce, and proactively identifying ways to improve team performance.
- Demonstrate coachability and a growth mindset, actively seeking and applying feedback from sales leadership to increase your effectiveness and efficiency.
What you bring
- Experience - At least 2 years of experience as a sales professional in a B2B financial services, fintech, or SaaS organization, with a track record of meeting or exceeding quotas in a fastpaced environment
- We will also consider early-career candidates with strong academic or internship experience in finance or financial technology who can demonstrate clear sales aptitude and drive
- Ability to quickly understand complex product features and explain how they create value for customers in simple, compelling language.
- Comfort with highvolume outbound outreach, particularly phonebased prospecting, and the resilience to handle rejection while maintaining energy and professionalism.
- Education - Ideally looking for a B.A. / B.S. degree in relevant fields such as Business, Marketing, etc.
- Technical aptitude - You're technologically savvy and can easily get up to speed on modern tech stacks (i.e., Google Suite, Slack, Salesforce, Zendesk, etc.)
- Ownership - The pride you put into every aspect of your work is unparalleled and undeniable
- Superb communication - intentional dialogue is a superpower. You listen as well as you share your perspective with others.
- Resilience - We're inspired by your unwavering determination to achieve success, no matter the adversity you face along way
- Assurance - Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives.
- Creative problem solving - Identifying the problem is simply not enough. You're instinctually creative with your approach in finding solutions to roadblocks.
Bonus points
- Prior experience at a fastgrowing B2B startup.
- Experience selling into financial advisor, RIA, or wealth management audiences.
- FINRA Series 7 and 63 licenses.
Compensation & Leveling
This role has a target OTE of $115,000, combining base salary and variable incentive compensation. Final compensation is individualized and based on experience and qualifications. Equity and benefits are included for full-time employees.
About ALTRUIST
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
11 - 50 Employees
Headquarters location
Los Angeles, CA, US
Year founded
2018