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Altruist

Platform for RIAs with trading tools

Senior Product Manager - Enterprise

Product ManagementConfirmed live in the last 24 hours
Full-timeSan Francisco, CA, USA$200k - $240kIn-person

About the Job

Requirements

  • At least 5 years of experience as a Product Manager building B2B2C or multi-sided software, with a 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 while keeping the product simple to use.
  • Experience leading discovery with customers and internal teams to identify the problems most worth solving.
  • Experience breaking large, ambiguous problems into smaller releases with measurable impact.
  • Comfort discussing architecture and data models with engineers and understanding how integrations connect a firm's systems.
  • Ability to track key user journeys and use data to guide decisions.
  • Ability to own outcomes, remain accountable after launch, and ensure the product works for the firms using it.
  • Ability to create clarity across teams, influence without formal authority, and explain complex tradeoffs in plain language to firms and internal partners.
  • Ability to bring structure and momentum in fast-moving environments when the path forward is unclear.
  • Ability to make sound decisions with incomplete information, advocate for the customer, and remain open to other perspectives.
  • Strong product and design instincts, including the ability to simplify complex, rules-heavy problems and maintain a high bar for enterprise-grade user experiences.

Responsibilities

  • Own the roadmap and delivery for one or more enterprise product areas.
  • Learn how large firms distribute work across operations, compliance, advisor, and client-service roles, and build products suited to those workflows.
  • Design workflows for complex organizations, including task delegation, bulk changes, and firm-managed settings.
  • Identify internal processes that create friction or cannot scale, and address gaps with product features, internal tools, or playbooks.
  • Ship iterative, high-quality releases in partnership with engineering and design.
  • Partner with enterprise firms to shape the product and translate their feedback into solutions that work for many types of firms.
  • Support sales efforts to win enterprise firms by leading product discovery and demonstrating how the product fits each firm's workflows.

Desired Qualifications

  • Experience in fintech, wealth management, or another regulated industry.
  • Familiarity with how registered investment advisors 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 such as offices and sub-organizations.

About the Company

Altruist

Platform for RIAs with trading tools

Altruist builds a tech platform for Registered Investment Advisors (RIAs) to run their practice more efficiently. Its core tools include a streamlined tech stack with live chat support, commission-free fractional share trading, a model marketplace, and an automated rebalancer, helping RIAs serve more clients at lower costs. The platform also offers fast onboarding and quick access to investment management information, plus original content for independent advisors. Altruist’s business model offers its services for free to attract a large RIA user base and then monetizes through a vertically-integrated custodian service that reduces overhead for RIAs. The company differentiates itself by combining a free, easy-to-use software suite with integrated custodial services and practical resources, focused specifically on the needs of RIAs. Its goal is to help RIAs grow their business, improve client experiences, and lower operating costs by providing a centralized, cost-effective platform.

Company size
201-500
Company stage
Series F
Total funding
$601.5M
Headquarters
Culver City, CA
Founded
2018

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