About Altruist
Altruist is the modern custodian built exclusively for independent financial advisors that combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing — all in one streamlined solution. Financial advisors across the U.S. have partnered with Altruist to reduce costs, save time, grow their business, and provide better outcomes for their clients. Our mission is to make financial advice better, more affordable, and accessible to everyone — but we can’t do it alone. We’re seeking exceptional talent to join our team. That’s where you come in!
If you’re passionate about challenging the status quo and making a meaningful impact in the financial advice industry, we’d love to meet you!
But first, our values
Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.
Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.
Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.
The opportunity
Altruist is in the midst of an exceptional growth phase and we’re excited to hire a Product Manager to lead the evolution of our Billing product. This role will be instrumental in transforming our billing platform into a best-in-class solution for modern wealth management. You will own the roadmap and delivery of billing features that are critical to our advisors’ workflows and our company’s long-term success. This position requires strategic thinking, strong technical acumen, and a deep understanding of advisor needs and financial services infrastructure.
Your impact
- Own and drive the end-to-end product lifecycle for the billing platform—from strategy and roadmap to execution and delivery.
- Conduct deep discovery through market research, competitive analysis, advisor interviews, and data insights to ensure our billing product addresses real-world advisor pain points and unlocks new value.
- Prioritize and manage the billing product backlog, ensuring that the team remains focused on high-impact initiatives and delivery milestones.
- Collaborate closely with engineering, design, compliance, and customer-facing teams to build scalable, intuitive billing solutions across various business models (e.g. AUM, subscription, fixed-fee).
- Partner with our support, success, and operations teams to investigate issues and optimize the billing experience for internal teams and end users.
- Lead initiatives to improve billing accuracy, transparency, and flexibility—key pillars of a trusted wealth-tech billing engine.
- Ensure the platform adheres to regulatory and audit standards while delivering exceptional usability and performance.
- Contribute to strategic planning around pricing, invoicing, reconciliation, and revenue recognition capabilities.
- Define and track key metrics to measure adoption, performance, and customer satisfaction.
What you bring
- Experience - 4+ years of experience as a Product Manager in modern fintech, SaaS, or B2B, preferably with direct ownership of platform-level systems in complex or regulated environments.
- Project Execution - Proven ability to break down big ideas into rapid, iterative releases, with a strong track record of delivering simple, scalable products that drive measurable business and customer impact.
- Data Fluency - A data-driven approach with sharp analytical skills; able to dissect financial data and use key metrics to guide product decisions in complex systems.
- Risk Mitigation - Strong judgment in identifying operational risks early—especially in areas like data reconciliation—and proactively designing solutions to mitigate them.
- Technical Aptitude - Comfortable discussing architectural decisions with engineers, understanding backend systems, and translating technical tradeoffs into customer-facing outcomes.
- Ownership - You take full responsibility for your product's success and are resilient in the face of ambiguity or challenges.
- Strategy - Deep systems thinking and strong product intuition; skilled at navigating ambiguity, influencing cross-functional teams, and creating clarity across technical and non-technical stakeholders.
- Bonus points if you bring
- Experience with billing engines, fee calculation logic, and integrations with accounting or custodial systems
- Familiarity with advisor fee structures, custodial billing practices, and compliance requirements in the RIA/broker-dealer space.
- Knowledge of wealth management operations, portfolio management systems (PMS), or advisor platforms
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.
- A hybrid work schedule for most positions to promote strong, in-person collaboration and a healthy work-life-balance.
- 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 pay, as well as equity for eligible positions
- Premium healthcare, dental, and vision insurance plans
- 401k savings plan with matching contributions and immediate vesting
- Generous paid parental leave
- Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee
- Physical and emotional wellness programs that nurture both your mind and body
- Company perks program (includes discounts on pet insurance, fitness, cell phone plans, entertainment and travel, etc.)
- Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.)
Total compensation includes a competitive benefits package along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.
Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
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What We Do
Altruist is on a mission to make independent financial advice better, more affordable, and accessible. We’ve built an all-in-one platform that reduces barriers for financial advisors to deliver great advice. Our software makes advisors more efficient and gives them the freedom to charge less. This means clients pay less, make more, and gain confidence. We want to help tens of millions of people have an amazing experience with their money by supporting thousands of financial professionals.
Why Work With Us
We're helping more people get access to quality financial advice. This means lower costs, no minimums, and full transparency. Our team is passionate about our mission and we love working together. Altruist provides all the usual perks of a tech startup, just no ego or politics. We believe in hiring brilliant, hard-working, nice people (no jerks).
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