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San Francsico, CA
Source: Altruist careers · View original posting
From Altruist's posting. “We” and “our” refer to the employer.
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
Brilliance
Grit
The opportunity
Altruist is in the midst of an exceptional growth phase and we're excited to hire a Senior Product Manager, Enterprise to join our growing product team. As we move upmarket, the registered investment advisor (RIA) firms we work with are larger and more complex, with multiple offices, dedicated operations and compliance teams, and many advisors serving thousands of clients. You'll shape how these firms set up, onboard, and run their business on Altruist. Your work may span onboarding, firm setup, permissions, branding, and billing.
You'll also help inform where we invest as our enterprise offering grows, with the goal of simple, enterprise-grade experiences that firms, advisors, and their clients enjoy using.
Own the roadmap and delivery for one or more enterprise product areas.
Learn how large firms split work across roles, from operations and compliance to advisors and client service, and build products that fit how each team works.
Design workflows that support complex organizations, such as delegating tasks, making bulk changes, and letting firms manage their own settings.
Identify where internal processes create friction or won't hold up at scale, and close those gaps with product features, internal tools, or playbooks.
Ship iterative, high-quality releases alongside engineering and design.
Partner with enterprise firms to shape the product, turning their feedback into solutions that delight many types of firms.
Help sales win enterprise firms by leading product discovery and showing how Altruist fits the way each firm works.
San Francisco, CA salary range
$200,000 — $240,000 USD
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