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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 drive adoption of Altruist's key investment products—including Model Marketplace, Direct Indexing, Alternatives, and Tax Management—helping advisors implement portfolio strategies seamlessly. This role bridges product strategy, product launches, field sales, and advisor adoption, combining investment-product expertise, consultative selling, launch execution, and commercial judgment.
Key responsibilities include:
- Drive awareness, understanding, adoption, and usage of priority investment products across Altruist's advisor base
- Build strong relationships with the Investment Strategy Product Group and align to product strategy, roadmap, and commercialization plans
- Support planning and execution of product launches, including sales readiness, positioning, messaging, enablement, and advisor communications
- Partner with Sales, Product, and Marketing on coordinated adoption plans
- Help advisors implement portfolio strategies using Altruist's investment products, workflows, and platform tools
- Translate investment concepts into practical use cases, portfolio applications, and client outcomes
- Lead advisor conversations, product demonstrations, portfolio strategy discussions, training sessions, webinars, and executive presentations
- Identify Share of Wallet opportunities within existing relationships tied to product launches and new capabilities
- Support account planning, opportunity qualification, business-case development, and pricing discussions
- Develop product-specific playbooks, messaging, demo flows, objection handling, and competitive positioning
- Capture advisor feedback, adoption barriers, and competitive insights; translate into actionable recommendations
- Establish adoption metrics and monitor launch performance across engagement, usage, pipeline, conversion, and retention
This role requires approximately 20–30% travel to support advisor trainings, product launch events, conferences, and in-person client meetings.
Success will be measured by increased adoption of priority products, successful product launch execution, growth in Share of Wallet opportunities and associated revenue, improved advisor confidence in implementing portfolio strategies, strong product-led pipeline metrics, and actionable feedback that improves product strategy and positioning.
Requirements:
- Deep experience in product sales, investment product distribution, portfolio consulting, solutions consulting, wealth management, or similar customer-facing role
- Strong knowledge of investment products and portfolio construction, with experience in structured notes, options, high-yield cash, model portfolios, Direct Indexing, alternatives, or related strategies
- Ability to explain sophisticated investment concepts clearly to advisors, investment professionals, executives, and other audiences
- Experience supporting product launches, sales enablement, commercialization, or adoption programs
- Strong understanding of consultative selling, advisor workflows, and complex B2B buying processes
- Ability to connect investment products and platform capabilities to practical portfolio applications and measurable customer value
- Excellent presentation, discovery, writing, training, and storytelling skills
- Comfort working in matrixed environments with cross-functional teams (Product, Sales, Marketing, Operations, Client Success, Engineering)
- Strong commercial judgment, curiosity, organization, and follow-through
- Series 7, 63, and CFA designation strongly preferred
