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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.
You will join the Rebalancer team within the Investment Product Group as a Product Specialist focused on an optimization-based rebalancing solution. This hybrid role requires three days per week in the San Francisco Financial District office.
Key responsibilities include:
- Become the resident expert on the optimization-based rebalancer and its behavior
- Build AI agents to craft precise, researched responses to advisor inquiries about rebalance behavior
- Investigate potential bugs reported by customers to the support team
- Produce and improve customer-facing onboarding and knowledge guides for the rebalancer
- Monitor the progress of automated rebalancing 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 work with engineering on solutions
You will work with high-volume, financially impactful products and collaborate closely with cross-functional teams to drive continuous improvement.
REQUIREMENTS:
- 3+ years experience in the finance industry, preferably in a product operations role
- Experience working directly with product development teams on products with high-volume usage and financial impact
- Systems thinking, precision, attention to detail, accountability, and strong number sense
- Experience using SQL to answer questions with data
- 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
- Self-directed, high-accountability mindset
