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Salary: USD 185,000 - 235,000 / annual
Altruist is an AI-powered platform transforming wealth management by empowering financial advisors to grow, optimize resources, and deliver superior client outcomes. The company is seeking a Senior Product Manager to lead the Portfolio Reporting Experience team, a high-visibility role focused on helping advisors and their clients understand portfolio performance, investment outcomes, and the data behind them.
You will own the product strategy and roadmap for reporting experiences that translate complex financial and market data into clear, trusted, actionable insights. You will work cross-functionally with Product, Engineering, Design, Customer Success, Market Data, Compliance, and Product Marketing to improve experience quality and expand value delivery to advisors.
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 for performance evaluation and client communication
- Build quantitative understanding of product efficacy, customer needs, reporting gaps, and demand for new capabilities
- Lead product discovery through user interviews, market research, competitive analysis, and product analytics
- Translate complex financial concepts, calculations, and data workflows into simple, accurate, useful product experiences
- Partner with Engineering and Design to define, scope, and ship high-impact products that test clear hypotheses
- 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 partners to investigate issues, manage risk, and drive durable solutions
- Collaborate with Product Marketing and cross-functional PMs to support adoption of reporting and investment products
- Monitor product health and customer outcomes, using evidence to prioritize roadmap investments
- Leverage AI-enabled workflows and rapid prototyping to improve product discovery, communication, and delivery quality
This role is a strong fit for a product leader who combines customer empathy, quantitative thinking, financial fluency, and technical depth, comfortable working through ambiguity and making thoughtful tradeoffs in a regulated financial environment.
Requirements:
- 5+ years of product management experience, preferably in financial technology, investment management, or data-intensive product environments
- Strong financial acumen and genuine interest in investment concepts, portfolio analysis, performance measurement, and reporting standards such as GIPS
- Experience working with financial, market, or portfolio data and communicating quantitative concepts clearly to different audiences
- Demonstrated understanding of modern product discovery and product delivery practices
- Familiarity with market-data providers such as Morningstar (a plus)
- Experience working within a regulated industry, 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, including ability to make complex ideas clear and actionable
- Track record of effective product development work with measurable results
- Bachelor's degree or master's degree with focus on STEM or quantitative areas of study (CFA is a plus)
- Ability to balance strategic thinking with hands-on execution in fast-paced, startup environment
