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Salary: USD 124,000 - 158,000 / annual
Altruist is an AI platform for wealth management, partnering with financial advisors nationwide to help them grow, optimize resources, and deliver superior client outcomes. The company is transforming the multi-trillion dollar wealth management industry by making financial advice better, more affordable, and accessible.
You will join the Rebalancer team within the Investment Product Group as a Product Specialist focused on rebalancing optimization. This role sits at the intersection of product operations, customer support, and engineering, requiring deep expertise in an optimization-based rebalancer and the ability to bridge customer needs with product development.
Key responsibilities include:
- Become the resident expert on the optimization-based rebalancer, serving as the go-to resource for complex questions
- Build AI agents to craft precise, researched responses to advisor inquiries about rebalance behavior
- Investigate potential bugs reported by customers to the support team and work with engineering on solutions
- Produce and improve customer-facing onboarding and knowledge guides for the rebalancer
- Monitor the end-to-end automated rebalancing workflow from trade proposal ingestion through order execution
- Analyze and monitor rebalancer performance on an ongoing basis, identifying and characterizing trends that impact client outcomes
- Provide feedback and input to Product, Design, and Engineering teams during product development
- Generate one-off and custom reports and analyses for financial advisors
- Liaise with Customer Success, Market Data, and Compliance teams to investigate issues and collaborate with engineering on solutions
The role demands systems thinking, precision, attention to detail, and strong accountability. You will work with high-volume, financially impactful products and need to translate complex technical and financial concepts for both internal teams and external advisors.
Altruist offers office spaces in Culver City CA, San Francisco CA, and Dallas TX, with a one-month work-from-anywhere policy annually. Benefits include premium healthcare/dental/vision, 401k with 4% match, 16 weeks paid parental leave after one year, professional development budget, and a financial guidance program.
REQUIREMENTS:
- 3+ years experience in the finance industry, preferably in a product operations role
- Experience working directly with product development teams on high-volume, financially impactful products
- Proficiency with SQL to answer data questions
- Experience augmenting and automating workflows with AI agents
- Familiarity with rebalancing and portfolio management concepts (experience with trading solutions is a bonus)
- Familiarity with financial data (positions, prices, cost basis) and corporate actions
- Systems thinking, precision, attention to detail, accountability, and strong number sense
- Self-directed, high-accountability mindset
