About the Position

Senior Product Manager, Portfolio Reporting

San Francisco, CA

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!

Our Values

Kindness: We listen to understand, embrace diverse perspectives, and approach conflict openly and respectfully.
Brilliance: We possess a growth mindset, take ownership, and succeed and fail as one team.
Grit: We stay laser-focused on our mission, 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 high-visibility role focuses 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.

Responsibilities

Own the strategic direction and long-term roadmap for Altruist’s portfolio reporting experience.
Develop a deep understanding of advisors, end clients, and the investment-management workflows they use to evaluate performance and communicate with clients.
Build a 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 and improve the customer experience.
Maintain a focused product backlog and help the team maximize the speed, quality, and impact of its work.
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 and address systemic issues.
Use AI-enabled workflows and rapid prototyping where they improve product discovery, communication, or delivery quality.

Requirements

5+ years of product management experience, preferably in financial technology, investment management, or another data-intensive product environment.
Strong financial acumen and a 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.
A demonstrated understanding of modern product discovery and product delivery practices.
Familiarity with market-data providers such as Morningstar is a plus.
Experience working within a regulated industry, with an appreciation for accuracy, auditability, controls, and operational risk.
Deep technical literacy and the ability to engage engineers as peers, challenge assumptions, and understand system tradeoffs.
Exceptional written and verbal communication skills, including the ability to make complex ideas clear and actionable.
A track record of effective product development work with measurable results.

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 Offer

Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX.
Competitive total compensation.
Premium healthcare, dental, and vision insurance plans (HMO and PPO).
401k savings plan with a 4% match and immediate vesting.
16 week paid parental leave after one year of employment.
Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).
Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
One month work from anywhere policy (with the exception of a few countries).

Salary

San Francisco, CA salary range: $170,000-$240,000 USD

About the Company

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.

Senior Product Manager, Portfolio Reporting

Job description