SlipstreamJobs tracks this role from the company's public career site. Apply directly on the employer's site.
Salary: USD 107,000 - 136,000 / 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 (3 days/week in Dallas office) sits at the intersection of product, operations, and customer success.
Key responsibilities include:
- Become the resident expert on the rebalancer product and its behavior
- Build AI agents to craft precise, researched responses to advisor inquiries about rebalance behavior
- Investigate potential bugs reported by customers to support teams
- Produce and improve customer-facing onboarding and knowledge guides
- Monitor the end-to-end automated rebalancing pipeline from trade proposal ingestion through order execution
- Analyze and monitor rebalancer performance on an ongoing basis, identifying trends that impact client outcomes
- Provide feedback and input to Product, Design, and Engineering teams during development
- Generate one-off and custom reports/analyses for financial advisors
- Liaise with Customer Success, Market Data, and Compliance teams to investigate issues and collaborate with engineering on solutions
You will work with high-volume, financially impactful products and partner closely with cross-functional teams including product development, customer success, and compliance.
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
- SQL experience 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
