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Full-Time

Director Product Manager

Clearing

Confirmed live in the last 24 hours

Altruist

Altruist

501-1,000 employees

All-in-one investment platform for advisors

Fintech

Compensation Overview

$200k - $260kAnnually

+ Stock Options

Expert

Los Angeles, CA, USA

Category
Product Management
Product Operations
Product Strategy
Product
Required Skills
Agile
Figma
Tableau
AWS
JIRA
SCRUM
Confluence
Requirements
  • 10+ years of prior experience working in a product management role at a self-clearing broker-dealer
  • Expertise with financial products and domestic financial markets
  • Understanding of securities trading, execution, clearing, and settlement processes
  • Proficiency in writing requirements that meet FINRA, SEC, OCC, and DTCC rules and regulations
  • Experience working in an agile environment using tools such as Jira, Confluence, AWS, Google Suite, Snowflake, Retool, CODA, Figma, Tableau, ReadMe, etc.
  • Bachelor's degree required
Responsibilities
  • Manage the self-clearing product roadmap and prioritize the backlog
  • Work closely with various teams including Engineering, Scrum teams, QA, Product, Clearing Operations, Advisory Operations, Compliance, Support, and Business teams
  • Build and automate modern workflows for different teams such as Rep Management, Books & Records, Purchases & Settlements, Transfers, Cashiering, Trading, New Accounts, Documents, Tax Reporting, Cost Basis, and Corporate Actions
  • Create product briefs, release notes, knowledge base articles, and training materials
  • Contribute to key vendor decisions and support building and scaling of systems
  • Investigate issues, bugs, defects, and discrepancies and work closely with engineering to find solutions
  • Support regulatory reports and become the product contact for audits, compliance reviews, and regulatory exams

Altruist provides a comprehensive investment platform tailored for financial advisors, integrating tools for account management, trading, and client reporting. This company streamlines financial operations with advanced features like commission-free fractional share trading and automated rebalancers, reducing inefficiencies and enhancing client services. The focus on high-touch support and continuous improvement in financial technologies makes it an appealing environment for professionals looking to advance in the fintech industry.

Company Stage

Series E

Total Funding

$449.5M

Headquarters

Culver City, California

Founded

2018

Growth & Insights
Headcount

6 month growth

11%

1 year growth

28%

2 year growth

69%