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Salary: USD 170,000 - 240,000 / annual
Altruist is transforming wealth management by building an AI platform for financial advisors. As Senior Product Manager for Portfolio Reporting, you will own the strategic direction and roadmap for the reporting experience that helps advisors and their clients understand portfolio performance, investment outcomes, and the data behind them.
You will lead the Portfolio Reporting Experience team and work across Product, Engineering, Design, Customer Success, Market Data, Compliance, and Product Marketing to turn complex financial and market data into clear, trusted, actionable insights. This is a high-visibility role requiring customer empathy, quantitative thinking, financial fluency, and technical depth.
Key responsibilities include:
- Own strategic direction and long-term roadmap for portfolio reporting experience
- Develop deep understanding of advisors, end clients, and investment-management workflows
- Build quantitative understanding of product efficacy, customer needs, and demand for new capabilities
- Lead product discovery through user interviews, market research, competitive analysis, and product analytics
- Translate complex financial concepts and data workflows into simple, accurate product experiences
- Partner with Engineering and Design to define, scope, and ship high-impact products
- Maintain focused product backlog and maximize team speed, quality, and impact
- Evaluate reporting requirements, data dependencies, and vendor capabilities including market-data partnerships
- Work with Customer Success, Market Data, Compliance, and other partners to investigate issues and drive solutions
- Collaborate with Product Marketing and cross-functional PMs to support adoption
- Monitor product health and customer outcomes using evidence to prioritize roadmap investments
- Leverage AI-enabled workflows and rapid prototyping to improve discovery, communication, and delivery
Requirements:
- 5+ years of product management experience, preferably in fintech, investment management, or data-intensive product environments
- Strong financial acumen and genuine interest in investment concepts, portfolio analysis, performance measurement, and reporting standards (GIPS)
- Experience working with financial, market, or portfolio data and communicating quantitative concepts to different audiences
- Demonstrated understanding of modern product discovery and delivery practices
- Familiarity with market-data providers such as Morningstar (preferred)
- Experience working within regulated industries with appreciation for accuracy, auditability, controls, and operational risk
- Deep technical literacy and ability to engage engineers as peers, challenge assumptions, and understand system tradeoffs
- Exceptional written and verbal communication skills
- Track record of effective product development with measurable results
- Bachelor's degree or master's degree with focus on STEM or quantitative areas (CFA preferred)
- Ability to balance strategic thinking with hands-on execution in fast-paced startup environment
