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.

Company Stage

Series D

Total Funding





Culver City, California

Growth & Insights

6 month growth


1 year growth


2 year growth

Los Angeles, CA, USA
Experience Level
Desired Skills
Sales & Account Management
  • 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
  • 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