Senior Product Manager - Portfolio Rebalancing at Altruist

| Greater LA Area | Remote
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Altruist is an LA fintech company on a mission to make financial advice better for everyone. We’re looking to hire an entrepreneurial product lead to drive the roadmap for our portfolio rebalancing product. If you're passionate about building meaningful products and experiences that have a real impact on people’s lives then we want to hear from you.

What you’ll do

  • Lead the roadmap for Altruist’s rebalancing platform that enables advisors to easily manage client accounts with automated rebalancing, efficient cash management, and tax-loss harvesting.
  • Ensure that requirements and designs for the products are based on sound market and competitive research and are supported by customer interviews, focus groups, and surveys.
  • Liaise with the Customer Success and Trading Operations teams to investigate issues and work closely with engineering to find solutions.
  • Drive key architectural and vendor decisions in close partnership with the engineering team and executive stakeholders.
  • Partner with our in-house quantitative research and design teams to build and rollout Altruist’s model offerings.
  • Launch features that help financial advisors match their client financial goals to appropriate investment strategies.
  • Build or partner with vendors to provide an industry leading portfolio rebalancing product.
  • Review and troubleshoot issues affecting the portfolio rebalancing products.
  • Develop, monitor and report on key product KPIs.
  • Proven track record on building high functioning teams across product, engineering and design.
  • Become a subject matter expert on portfolio rebalancing, serving as a resource to other departments.

What you’ll need

  • 8+ years of prior experience working in a product management role at a broker dealer or financial software company.
  • Hands on experience leading rebalancing solutions for RIAs, e.g iRebal, Betterment, Wealthfront, SmartX, etc.
  • Proven ability to develop product strategies and effectively communicate recommendations to executive management.
  • Prior experience launching and growing a revenue-generating product line.
  • Domain knowledge and solid understanding of the investment management landscape and rebalancing software.
  • Prior experience building portfolio rebalancing products in a SaaS environment and balancing supply and demand.
  • Strong written and interpersonal communication skills and ability to present your ideas to and collaborate with engineering and design teams.
  • Proven track record of managing all aspects of a successful product throughout its lifecycle.
  • Affinity for a fast-paced, early-stage environment.
  • Bachelor's degree required. MBA and/or CFA designation preferred.
  • Finra licenses are a plus.

What you’ll get

At Altruist you’ll work with a talented group of hungry creators looking to disrupt our industry. You’ll be given the freedom to do your best work alongside down-to-earth developers, designers, and thinkers who are at the leading edge of their craft.

We offer top-of-the-line health benefits, 401(k), a competitive salary, and a flexible schedule including unlimited vacation time. You’ll join at the ground floor and have the opportunity to make your mark and have a real say in how we build products. Our office is located in the heart of Venice on Abbot Kinney Blvd.

You’ll join a proven founding team with significant venture backing by Venrock. Together, we’re going to fix the broken parts of finance and investing (most of it).

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • ScalaLanguages
    • SwiftLanguages
    • ReactLibraries
    • ReduxLibraries
    • AngularJSFrameworks
    • Node.jsFrameworks
    • SpringFrameworks
    • MongoDBDatabases
    • PostgreSQLDatabases
    • Google AnalyticsAnalytics
    • SketchDesign
    • FigmaDesign
    • ConfluenceManagement
    • JIRAManagement
    • TrelloManagement
    • HubSpotCRM
    • MailChimpEmail
    • SendGridEmail


Per GQ & Forbes magazine, "The coolest street/block in America." Abbot Kinney Blvd. The beach is also just a 15-minute walk away.

An Insider's view of Altruist

What’s the vibe like in the office?

Our office is relaxed and welcoming. We check our egos at the door and focus on producing great work together. Collaboration is paramount. While we're flexible, down-to-earth, and provide plenty of autonomy—we're also extremely motivated and hard-working. Altruist has a huge opportunity to make a big impact and we're dedicated to making it happen.


Head of Design

What does your typical day look like?

Our team has a collaborative spirit while also taking ownership of our areas of expertise. The environment at Altruist requires us to be flexible as we build our technology for our clients. Maintaining a balance between these multiple aspects is both challenging and fulfilling. I genuinely feel empowered and responsible to make an impact.


Quantitative Researcher

What's something quirky about your company?

Let’s just say that I don’t dread Mondays anymore. People genuinely want to be here! Coming to work is like coming to hang out with great friends, and together we are building something that will help a lot of people. The days tend to fly by, and in the heart of Venice, there is never a dull moment!


Marketing Manager

What are Altruist Perks + Benefits

Altruist Benefits Overview

Office on Abbot Kinney, 401k with 4% company match, stock options, unlimited PTO, free snacks/beverages, dog friendly office, flexible schedule, community volunteering, monthly lunch & learns, fun work environment.

Volunteer in local community
Altruist loves to volunteer in our communities. We have participated in beach clean-ups and looking to get involved with local charities, animal shelters and helping the homeless.
Friends outside of work
Eat lunch together
Daily stand up
Open door policy
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Mean gender pay gap below 10%
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Retirement & Stock Options Benefits
Company Equity
Altruist offers stock options with a 4 year vesting schedule.
Child Care & Parental Leave Benefits
Flexible Work Schedule
Altruist provides employees with a flexible work schedule that includes Flexible start and end times.
Remote Work Program
Family Medical Leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Altruist offers commuter benefits for transit and parking. Altruist will deposit $100 each month towards your commuter benefits.
Stocked Kitchen
You want it, we probably have it. :)
Happy Hours
Happy hours are hosted every Thursday.
We offer employees flexible commuter benefits up to $100/mo, to be used however best for each team member.
Pet Friendly
Altruist pet policy is dog friendly daily.
Professional Development Benefits
Lunch and learns
Promote from within
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