Product Specialist – Account Lead

Confirmed live in the last 24 hours

201-500 employees

Integrated platform for independent financial advisors offering account

Company Overview

Altruist is a modern custodian for RIAs that combines essential technology with excellent customer service, enabling advisors to efficiently manage their practices. The company's intuitive software streamlines account opening, trading, reporting, and billing processes, making it a preferred choice for over 1,800 independent advisors. Altruist's commitment to transparency and conflict of interest disclosures, as evidenced by their detailed testimonial disclaimers, further underscores their industry leadership and dedication to ethical business practices.

Fintech

Company Stage

Series D

Total Funding

$280.5M

Founded

2018

Headquarters

Culver City, California

Growth & Insights

Headcount

6 month growth

↑ 21%

1 year growth

↑ 33%

2 year growth

↑ 138%

Locations

Los Angeles, CA, USA

Experience Level

Entry

Junior

Mid

Senior

Expert

Desired Skills

Salesforce

Excel/Numbers/Sheets

CategoriesNew

Sales & Account Management

Requirements

3+ years of experience in similar role; B2B, financial services strongly preferred
FINRA Series 7 and Series 66 or 63 licensed (preferred)
Deep understanding of the independent wealth management industry
Proficient with core customer success tools (e.g., Salesforce, Google Apps, MS Excel)
Ability to correlate customer pain points and needs to Altruist business value
High emotional intelligence; ability to build trust quickly, prioritizes the personal touch
Exemplary written, verbal, presentation, and active listening skills
Able to influence and educate others to enhance their comprehension and grasp of complex subjects
Ability to maintain a flexible mindset and adapt quickly to new demands and challenges
Able to deal with frequent change, delays, or unexpected events
Team mindset focused on setting each other up for success; low ego
Approach all job responsibilities with a sense of urgency and attention to detail

Responsibilities

Become an expert on Altruist's product offering across account opening, account funding and transfers, account maintenance, client portal, and mobile app
Assist customers with maximizing product value aligned with their business goals
Act as a resource for escalations and resolution of complex issues working with Customer Success and Operations peers or directly with customers
Advocate for customer centric enhancements and contribute actionable voice-of-the-customer insights
Assist in prioritizing improvements based on Support interactions and customer feedback
Collaborate with product managers to bridge customer needs against product development priorities
Align with back office Operations teams to understand related processes and identify areas for optimization
Partner with Customer Success Training and Enablement to create resources for new releases and to enhance ongoing knowledge, including help center articles, material for training sessions, diagnostic checklists, canned responses for FAQs, in-app guides, and short videos

About Altruist

Altruist is a fast growing fintech company that’s transforming the financial advice industry. Our mission is to make financial advice better, more affordable, and accessible to everyone. We’re a modern custodian built exclusively for registered investment advisors (RIAs). As we disrupt legacy custodians and revolutionize the $100T RIA market, we’re seeking exceptional individuals to join our team. If you embody our core values of kindness, brilliance, and grit, and are passionate about making a meaningful impact, we want to hear from you!

About the position

Altruist is entering an exciting phase, and we’re looking for a Product Specialist Lead to join our Support Team.

What you’ll do

Become an expert on Altruist’s product offering across account opening, account funding and transfers, account maintenance, client portal, and mobile app
Assist customers with maximizing product value aligned with their business goals
Act as a resource for escalations and resolution of complex issues working with Customer Success and Operations peers or directly with customers
Advocate for customer centric enhancements and contribute actionable voice-of-the-customer insights
Assist in prioritizing improvements based on Support interactions and customer feedback
Collaborate with product managers to bridge customer needs against product development priorities
Align with back office Operations teams to understand related processes and identify areas for optimization
Partner with Customer Success Training and Enablement to create resources for new releases and to enhance ongoing knowledge, including help center articles, material for training sessions, diagnostic checklists, canned responses for FAQs, in-app guides, and short videos.

What you’ll bring

3+ years of experience in similar role; B2B, financial services strongly preferred
FINRA Series 7 and Series 66 or 63 licensed (preferred)
Deep understanding of the independent wealth management industry
Proficient with core customer success tools (e.g., Salesforce, Google Apps, MS Excel)
Ability to correlate customer pain points and needs to Altruist business value
High emotional intelligence; ability to build trust quickly, prioritizes the personal touch
Exemplary written, verbal, presentation, and active listening skills
Able to influence and educate others to enhance their comprehension and grasp of complex subjects
Ability to maintain a flexible mindset and adapt quickly to new demands and challenges
Able to deal with frequent change, delays, or unexpected events
Team mindset focused on setting each other up for success; low ego
Approach all job responsibilities with a sense of urgency and attention to detail

Los Angeles, CA salary range

$79,000—$119,000 USD

Benefits

Competitive salary and stock options
Premium Healthcare, Dental, and Vision insurance plans
Generous paid parental leave
401(k) savings plan with matching contributions
Flexible paid time off

Total compensation includes a competitive benefits package along with equity in the form of Stock Options (ISOs). 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.