Altruist

Lead strategy and execution for Altruist’s Credit & Lending platform, defining roadmaps, launching new products, and collaborating across teams. | 5+ years in product management, experience in fintech or regulated environments, strong data and analytics skills, and ability to navigate complex regulatory challenges. | 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 transforming how financial advisors deliver wealth management. We’re building a new generation of credit and liquidity tools that empower advisors to offer flexible, tax-efficient access to capital for their clients. We’re looking for a Senior Product Manager to lead strategy and execution across our Credit & Lending platform. You’ll define the roadmap for liquidity products like margin, securities-backed lines of credit (SBLOC), and fully paid securities lending (FPL), driving innovation at the intersection of finance, regulation, and technology. This is a high-visibility, high-impact role. You’ll work closely with leadership across Product, Engineering, Compliance, and Operations to shape a product that will redefine how advisors think about access to credit — and ultimately expand what’s possible for their clients. What you'll do Own the product strategy and roadmap for Altruist’s Credit & Lending ecosystem. Lead the discovery and launch of new liquidity products, starting with Margin, while building scalable systems for future innovation. Define success metrics and key outcomes that align with Altruist’s broader mission to simplify wealth management. Partner across Compliance, Finance, and Operations to build products that are as sound as they are customer-centric. Champion speed with quality, balancing iterative MVP releases with the rigor needed for regulated financial products. Build a data-driven, customer-obsessed culture, using insights from analytics, user research, and advisor feedback to inform every decision. Who you are Experienced: 5+ years in product management with a track record of owning complex, high-visibility products — ideally in fintech, credit, or regulated environments. Strategic: You see the system — connecting product vision to company strategy, financial outcomes, and user behavior. Execution-focused: You move quickly, make smart tradeoffs, and deliver impact without compromising quality or compliance. Influential: You lead through context and collaboration, not control. You can inspire engineers, designers, and executives alike. Data-savvy: You use data and insight to challenge assumptions, validate direction, and measure success. Resilient and grounded: You operate with confidence, humility, and a learning mindset — even in ambiguity. Bonus points Experience building or scaling credit, margin, or lending products within fintech or financial institutions. Familiarity with regulatory frameworks such as Reg T or FINRA Rule 4210. A history of navigating complex regulatory or operational challenges with creativity and speed. Hands-on experience with liquidity risk management or financial operations tooling. Why you'll love working here At Altruist, we’re on a mission to make financial advice better, more accessible, and more affordable for everyone. You’ll join a team that values impact over ego, speed over perfection, and collaboration over silos. As a Senior PM, you’ll have both the autonomy to lead major initiatives and the support of a team deeply committed to building something transformative. San Francisco, CA salary range $170,000—$226,000 USD 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. A hybrid work schedule for most positions to promote strong, in-person collaboration. 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 pay and equity for eligible positions. 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. 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 countries). Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) 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.

Lead the strategic vision and execution of trading platform development, ensuring scalability, reliability, and compliance. | Extensive product management experience in fintech or financial services, with technical literacy and familiarity with trading workflows. | 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 looking for a high-caliber Senior or Staff Product Manager to lead our trading experience. This is a central, high-visibility role responsible for the strategic vision and end-to-end roadmap of our trading functionality. We are looking for a sharp, ambitious leader with a strong foundation in fintech or financial services and the intellectual curiosity to master the complexities of trading to build the future of investment management. What you'll do Own the strategic direction and long-term roadmap for Altruist’s trading platform, serving as a key leader in a high-visibility role that impacts every advisor on our platform Architect a comprehensive product strategy for trading functionality, balancing the need for rapid innovation with the extreme reliability required for financial execution Drive cross-functional execution across Engineering, Design, and Operations to translate complex trading workflows into seamless, high-performance advisor experiences Lead high-stakes technical and vendor decisions, evaluating internal builds against third-party integrations to ensure a scalable and resilient trading ecosystem Utilize AI-driven workflows and prototyping to accelerate the product development lifecycle and maintain a competitive edge in product management Serve as the primary authority on trading product health, monitoring key performance metrics and directing resources to resolve systemic bottlenecks or capitalize on market shifts Liaise with Compliance and Trading Operations to ensure all product strategies align with the rigorous demands of a regulated financial environment What you bring 3 to 5+ years of product management experience from a high-caliber tech firm or fintech, where you have a proven track record of launching and scaling complex products Prior experience in trading or investment platforms is a significant plus; while deep expertise isn't required, familiarity with OMS/EMS workflows, order types, or market mechanics will accelerate your impact Foundational financial acumen, including a solid grasp of investment management terms, calculations, and the operational needs of a professional broker-dealer Deep technical literacy, enabling you to engage as a peer with engineers, challenge technical assumptions, and understand system trade-offs Exceptional communication skills, with the ability to distill abstract strategic goals into concrete requirements and get diverse stakeholders across the company on board Operational flexibility to support US market hours, ensuring product leadership and coverage are available during the most critical windows of the trading day Based in San Francisco (or Los Angeles) to maintain close proximity to our core product and engineering leadership Bachelor's degree required. MBA and/or CFA designation preferred San Francisco, CA salary range $170,000—$226,000 USD 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. A hybrid work schedule for most positions to promote strong, in-person collaboration. 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 pay and equity for eligible positions. 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. 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 countries). Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) 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.

Lead executive communications and external messaging strategies to build brand presence, manage media relations, and amplify C-suite visibility across multiple channels. | 7-8+ years in public relations or communications, experience with executive visibility programs, strong storytelling and content skills, familiarity with regulated industries, and a relevant bachelor's degree. | About Altruist Altruist is the modern custodian built exclusively for independent financial advisors that combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing — all in one streamlined solution. Financial advisors across the U.S. have partnered with Altruist to reduce costs, save time, grow their business, and provide better outcomes for their clients. Our mission is to make financial advice better, more affordable, and accessible to everyone — but we can’t do it alone. We’re seeking exceptional talent to join our team. That’s where you come in! If you’re passionate about challenging the status quo and making a meaningful impact in the financial advice industry, 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 entering a transformative phase of growth, and we’re looking for a Senior Communications Manager to help propel us into our next chapter. Reporting to the VP of Marketing, this role will focus on executive communications—amplifying the voice and visibility of Altruist’s C-suite through thought leadership, media engagement, and industry presence. You’ll also lead key external communications initiatives that support Altruist’s broader narrative across earned, owned, and shared channels. Your impact Build and lead an integrated communications strategy that positions Altruist as a category-defining brand. Establish and expand the executive bench’s influence across owned and earned media—identifying, securing, and executing a pipeline of high-impact speaking and thought leadership opportunities that share Altruist’s story, grow community, and build trust with key audiences. Develop Altruist’s corporate messaging architecture and produce high-impact written materials—including press releases, messaging frameworks, media Q&As, bylines, and other core content—that bring our narrative to life in a differentiated and consistent way. Grow Altruist’s presence across LinkedIn, Instagram, Reddit, and other key platforms by partnering with the Social Media team to align on content strategy, amplify executive and brand storytelling, and uncover new opportunities to engage and expand our audience. Cultivate and manage relationships with key media, particularly in business, tech, and fintech, to secure high-quality earned coverage. Oversee our PR agency of record, including day-to-day coordination, strategic planning, initiative delivery, budget management, and performance tracking. What you bring Experience - 7–8+ years of experience in public relations or communications, ideally within fintech, SaaS, or financial services. You’ve worked in-house or at an agency and know how to translate strategy into impactful execution. Strong experience developing and executing executive visibility programs—including thought leadership, speaking opportunities, and media placement—with a clear understanding of how to amplify executive voices across social and digital platforms, especially LinkedIn. Strong storytelling and content development skills, with the ability to write and edit across formats—press releases, Q&As, bylines, social copy, and internal messaging. Experienced in managing communications within regulated industries, with the discretion to navigate sensitive topics and the confidence to engage with media—particularly across business, tech, and fintech outlets—while supporting spokespeople and managing press interactions. Education - Ideally looking for a B.A. / B.S. degree in relevant fields such as Marketing, Business Administration, Communications, Advertising, etc. Technical aptitude - You’re technologically savvy and can easily get up to speed on modern tech stacks Ownership - The pride you put into every aspect of your work is unparalleled and undeniable. Superb communication - Intentional dialogue is a superpower. You listen as well as you share your perspective with others. Resilience - We’re inspired by your unwavering determination to achieve success, no matter the adversity you face along the way. Assurance - Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives. Creative problem solving - Identifying the problem is simply not enough. You’re instinctually creative with your approach in finding solutions to roadblocks. Los Angeles, CA salary range $124,000—$170,000 USD 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. A hybrid work schedule for most positions to promote strong, in-person collaboration and a healthy work-life-balance. 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 pay, as well as equity for eligible positions Premium healthcare, dental, and vision insurance plans 401k savings plan with matching contributions and immediate vesting Generous paid parental leave Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee Physical and emotional wellness programs that nurture both your mind and body Company perks program (includes discounts on pet insurance, fitness, cell phone plans, entertainment and travel, etc.) Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.) Total compensation includes a competitive benefits package along with equity in the form of Stock Options (ISOs) 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.