About Altruist
Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.
We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, 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 Senior Product Manager, Enterprise to join our growing product team. As we move upmarket, the registered investment advisor (RIA) firms we work with are larger and more complex, with multiple offices, dedicated operations and compliance teams, and many advisors serving thousands of clients. You'll shape how these firms set up, onboard, and run their business on Altruist. Your work may span onboarding, firm setup, permissions, branding, and billing. You'll also help inform where we invest as our enterprise offering grows, with the goal of simple, enterprise-grade experiences that firms, advisors, and their clients enjoy using.
Your impact
- Own the roadmap and delivery for one or more enterprise product areas.
- Learn how large firms split work across roles, from operations and compliance to advisors and client service, and build products that fit how each team works.
- Design workflows that support complex organizations, such as delegating tasks, making bulk changes, and letting firms manage their own settings.
- Identify where internal processes create friction or won't hold up at scale, and close those gaps with product features, internal tools, or playbooks.
- Ship iterative, high-quality releases alongside engineering and design.
- Partner with enterprise firms to shape the product, turning their feedback into solutions that delight many types of firms.
- Help sales win enterprise firms by leading product discovery and showing how Altruist fits the way each firm works.
What you bring
- Experience - 5+ years of experience as a Product Manager building B2B2C or multi-sided software, with a track record of shipping complex, high-visibility products.
- Designing products where the buyer, daily user, and end customer are different people.
- Building for enterprise customers with complex organizations while keeping the product simple to use.
- Leading discovery with customers and internal teams to find the problems most worth solving.
- Breaking large, ambiguous problems into smaller releases with measurable impact.
- Technical aptitude - You're comfortable discussing architecture and data models with engineers and understand how integrations connect a firm's systems. You know how to track key user journeys and use the data to guide decisions.
- Ownership - You own outcomes, not just delivery, and stay with a product after launch until it works for the firms using it.
- Superb communication - You create clarity across teams, influence without formal authority, and explain complex tradeoffs in plain language to firms and internal partners alike.
- Adaptability - You thrive in fast-moving environments and bring structure and momentum when the path forward isn't clear.
- Judgment - You make sound decisions with incomplete information, push back when something isn't right for the customer, and stay open to other perspectives.
- Creative problem solving - You have strong product and design instincts and can make complex, rules-heavy problems feel simple. You hold a high bar for experiences that are both enterprise-grade and delightful to use.
Bonus points if you bring
- Experience in fintech, wealth management, or another regulated industry.
- Familiarity with how RIAs operate, including firm structures, advisor transitions, or custodial relationships.
- Experience building onboarding, activation, or implementation experiences for enterprise customers.
- Experience owning platform capabilities such as team management, roles and permissions, admin tools, or multi-level structures like offices and sub-organizations.
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).
Total compensation includes a competitive benefits package, along with a bonus program 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.
Skills Required
- 5+ years of experience as a Product Manager
- Experience building B2B2C or multi-sided software products
- Track record of shipping complex, high-visibility products
- Experience designing products where the buyer, daily user, and end customer are different people
- Experience building for enterprise customers with complex organizations
- Experience leading discovery with customers and internal teams
- Ability to break ambiguous problems into smaller releases with measurable impact
- Technical aptitude discussing architecture and data models with engineers
- Understanding of integrations connecting a firm's systems
- Ability to track key user journeys and use data to guide decisions
- Strong communication and ability to influence without formal authority
- Ability to thrive in fast-moving, ambiguous environments
- Strong product and design instincts
- Experience in fintech, wealth management, or another regulated industry
- Familiarity with registered investment advisor operations, advisor transitions, or custodial relationships
- Experience building enterprise onboarding, activation, or implementation experiences
- Experience owning platform capabilities such as team management, roles and permissions, admin tools, or multi-level organizational structures
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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