Remote
US
$170K–$240K
📦Product
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About Altruist
Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.
We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!
But first, our values
Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.
Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.
Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.
The opportunity
Altruist is looking for a Senior Product Manager to lead the Portfolio Reporting Experience team. 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 own the product strategy and roadmap for reporting experiences that turn complex financial and market data into clear, trusted, actionable insights. You will work across 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.
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.
What you'll do
What you bring
Location
This role is hybrid and based in San Francisco, Los Angeles, or Dallas, supporting close collaboration with Altruist’s product, engineering, and operations teams.
What we bring
Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.
Important: Total compensation includes a competitive benefits package, along with a bonus program for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.
Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
USD 185,000 - 235,000
Annually
Health Insurance
Dental Insurance
Vision Insurance
Pet Insurance
Fitness Stipend
Disability Insurance
401(k) / Retirement Plan
401(k) Match
Equity / RSUs
Financial Planning
PTO / Vacation
Paid Holidays
WFA Allowance (Days/Year)
Parental Leave
Learning & Development Budget
Volunteer Time Off
Free Snacks & Drinks
Mostly no. Altruist is a Structured Hybrid company where employees work from an office three days per week. As of mid-2026, 48 of its 50 open roles were office-based in San Francisco, Los Angeles, or Dallas, with only two US-only remote positions, including some territory-based sales roles.
Job postings list a one-month work-from-anywhere policy, with the exception of a few countries. That means employees on the standard three-days-in-office schedule can spend a month per year working from another location.
Job postings list a 401k with a 4% match and immediate vesting, 16 weeks of paid parental leave after one year of employment, premium healthcare, dental, and vision plans (HMO and PPO), an employee mobility program with an annual learning and development budget, a financial guidance program, and a perks program covering pet insurance, fitness, cell phone plans, and travel discounts.
Hazel is Altruist's recently launched AI assistant for financial advisors, handling note-taking, email drafting, and meeting summaries with Salesforce and Redtail integrations. It is where much of the current hiring is concentrated: more than a dozen open roles, from founding product designer to sales and deployment leads, sit on the Hazel team in San Francisco.
People who want to work in an office most of the week. Its stated values are Kindness, Brilliance, and Grit. If you are looking for a fully remote fintech role, Altruist is unlikely to be the right fit.
