Job Description
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 Specialist to join our Client Development team. In this role, you will drive the adoption of Altruist’s key investment products and help advisors implement portfolio strategies seamlessly using Altruist’s platform and tools. This role will focus on products such as Model Marketplace, Direct Indexing, Alternatives, Tax Management, and other capabilities that expand the value Altruist delivers to advisors and their clients. This role requires regular travel (approximately 20–30%) to support advisor trainings, product launch events, conferences, and in-person client meetings.
This person will be closely tied to the Investment Product Group and will serve as a critical bridge between product strategy, product launches, field sales, and advisor adoption. The role combines investment-product fluency, consultative selling, launch execution, and commercial judgment. It will also be responsible for identifying additional Share of Wallet opportunities tied to key product launches and adoption programs.
Your impact
Drive awareness, understanding, adoption, and usage of priority investment products across Altruist’s advisor and client base.
Build strong working relationships with the Investment Strategy Product Group and stay closely aligned to product strategy, roadmap priorities, launch timing, target users, and commercialization plans.
Support the planning and execution of key product launches, including sales readiness, positioning, messaging, enablement, advisor communications, and field feedback loops.
Partner with Sales, Product, and Marketing to create coordinated adoption plans.
Help advisors understand how to implement portfolio strategies seamlessly using Altruist’s investment products, workflows, and platform tools.
Translate investment concepts and product capabilities into practical use cases, portfolio applications, advisor workflows, and client outcomes.
Lead or support advisor conversations, product demonstrations, portfolio strategy discussions, training sessions, webinars, and executive presentations.
Identify additional Share of Wallet opportunities within existing relationships tied to product launches, new investment capabilities, or evolving advisor needs.
Support account planning, opportunity qualification, business-case development, pricing discussions, and close plans for product-led opportunities.
Develop product-specific playbooks, messaging, demo flows, objection handling, implementation guidance, and competitive positioning.
Capture advisor feedback, adoption barriers, competitive insights, and recurring implementation needs, and translate them into actionable recommendations for the Investment Strategy Product Group and go-to-market leaders.
Maintain accurate expectations around product capabilities, eligibility, implementation requirements, integrations, risks, and roadmap considerations.
Establish adoption metrics and monitor launch performance, including advisor engagement, product usage, pipeline creation, conversion, retention, and expansion.
What you bring
Deep experience in product sales, investment product distribution, portfolio consulting, solutions consulting, wealth management, or a similar customer-facing role.
Strong knowledge of investment products and portfolio construction, with experience in areas such as structured notes, options, high-yield cash, model portfolios, Direct Indexing, alternatives, or related strategies.
Ability to explain sophisticated investment concepts clearly to advisors, investment professionals, executives, and other audiences.
Experience supporting product launches, sales enablement, commercialization, or adoption programs.
Strong understanding of consultative selling, advisor workflows, and complex B2B buying processes.
Ability to connect investment products and platform capabilities to practical portfolio applications, business outcomes, and measurable customer value.
Excellent presentation, discovery, writing, training, and storytelling skills.
Comfort working in a matrixed environment with the Investment Strategy Product Group, Sales, Product, Marketing, Operations, Client Success, and Engineering.
Strong commercial judgment, curiosity, organization, and follow-through.
Series 7, 63, and CFA designation strongly preferred
How success will be measured
Increased adoption and usage of priority investment products across target advisor segments and accounts.
Successful execution of product launches, including field readiness, advisor engagement, pipeline creation, and post-launch adoption.
Growth in Share of Wallet opportunities and revenue associated with key product launches.
Support advisor transitions to Altruist and improve advisor confidence and ability to implement portfolio strategies using Altruist’s tools.
Strong product-led pipeline creation, conversion, expansion, and retention.
Actionable feedback that improves product strategy, launch execution, positioning, and implementation.
Positive feedback from advisors, the Investment Strategy Product Group, Sales, and cross-functional partners
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 positions and 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.