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Altruist is an AI-powered platform transforming wealth management by empowering financial advisors to grow their practices, optimize resources, and deliver superior outcomes for clients.
You will drive adoption of Altruist's investment products—including Model Marketplace, Direct Indexing, Alternatives, and Tax Management—across the advisor base. This role bridges product strategy, field sales, and advisor adoption, combining investment-product expertise with consultative selling and launch execution.
Key responsibilities include:
- Drive awareness, understanding, and adoption of priority investment products across advisors and clients
- Build strong relationships with the Investment Strategy Product Group and align to product roadmap, launches, 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 and platform tools
- Translate investment concepts into practical use cases, portfolio applications, and client outcomes
- Lead advisor conversations, product demonstrations, training sessions, webinars, and executive presentations
- Identify Share of Wallet opportunities 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 (engagement, usage, pipeline, conversion, retention)
This role requires approximately 20–30% travel to support advisor trainings, product launches, conferences, and client meetings.
REQUIREMENTS:
- Deep experience in product sales, investment product distribution, portfolio consulting, solutions consulting, or wealth management
- Strong knowledge of investment products and portfolio construction (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, and executives
- 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 across Investment Strategy Product Group, Sales, Product, Marketing, Operations, Client Success, and Engineering
- Strong commercial judgment, curiosity, organization, and follow-through
- Series 7, 63, and CFA designation strongly preferred
