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Salary: USD 147,000 - 200,000 / annual
Altruist is an AI-powered platform transforming wealth management by empowering financial advisors to grow, optimize resources, and deliver superior outcomes for their clients.
You will lead the Portfolio Reporting Experience team as a Senior Product Manager, owning the product strategy and roadmap for reporting experiences that translate complex financial and market data into clear, trusted, actionable insights. This is a high-visibility role focused on helping advisors and their clients understand portfolio performance, investment outcomes, and the data behind them.
You will work cross-functionally with Product, Engineering, Design, Customer Success, Market Data, Compliance, and Product Marketing to improve the quality of the experience and expand the value Altruist delivers to advisors.
Key responsibilities include:
- Own the strategic direction and long-term roadmap for Altruist's portfolio reporting experience
- Develop deep understanding of advisors, end clients, and investment-management workflows they use to evaluate performance and communicate with clients
- 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, and useful product experiences
- Partner with Engineering and Design to define, scope, and ship high-impact products that test clear hypotheses
- Maintain a focused product backlog and help the team maximize speed, quality, and impact
- Evaluate reporting requirements, data dependencies, and vendor capabilities, including market-data partnerships and integrations
- Work with Customer Success, Market Data, Compliance, and other partners to investigate issues, manage risk, and drive durable solutions
- Collaborate with Product Marketing and PMs across the Investment Product Group to support adoption of reporting and investment products
- Monitor product health and customer outcomes, using evidence to prioritize roadmap investments
- Use AI-enabled workflows and rapid prototyping where they improve product discovery, communication, or delivery quality
This role is a strong fit for a product leader who combines customer empathy, quantitative thinking, financial fluency, and technical depth. You should be comfortable working through ambiguity, learning complex investment concepts, and making thoughtful tradeoffs in a regulated financial environment.
REQUIREMENTS:
- 5+ years of product management experience, preferably in financial technology, investment management, or another data-intensive product environment
- 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 a fast-paced, startup environment
