Senior Product Manager, Trading & Portfolio Reporting

About this role

<div class="content-intro"><p><span style="text-decoration: underline;"><strong>About Altruist</strong></span></p> <p>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.</p> <p>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!</p> <p><span style="text-decoration: underline;"><strong>But first, our values</strong></span></p> <p style="padding-left: 40px;"><strong>Kindness</strong> - Kindness doesn’t <em>just</em> equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.<br><br><strong>Brilliance</strong> - 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.<br><br><strong>Grit</strong> - 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.</p></div><p><span style="font-weight: 400;"><span style="text-decoration: underline;"><strong>The opportunity</strong></span></span></p> <p>Altruist is looking for a high-caliber <strong>Senior or Staff Product Manager</strong> to lead our trading and reporting experience. This is a central, high-visibility role responsible for the <strong>strategic vision and end-to-end roadmap</strong> of our trading functionality. We are looking for a sharp, ambitious leader with a strong foundation in fintech or financial services and the intellectual curiosity to master the complexities of trading to build the future of investment management.</p> <p><span style="text-decoration: underline;"><strong>What you'll do</strong></span></p> <ul> <li>Own the <strong>strategic direction and long-term roadmap</strong> for Altruist’s trading platform, serving as a key leader in a high-visibility role that impacts every advisor on our platform</li> <li>Architect a <strong>comprehensive product strategy</strong> for trading functionality, balancing the need for rapid innovation with the extreme reliability required for financial execution</li> <li>Drive <strong>cross-functional execution</strong> across Engineering, Design, and Operations to translate complex trading workflows into seamless, high-performance advisor experiences</li> <li>Lead <strong>high-stakes technical and vendor decisions</strong>, evaluating internal builds against third-party integrations to ensure a scalable and resilient trading ecosystem</li> <li>Utilize <strong>AI-driven workflows and prototyping</strong> to accelerate the product development lifecycle and maintain a competitive edge in product management</li> <li>Serve as the <strong>primary authority on trading product health</strong>, monitoring key performance metrics and directing resources to resolve systemic bottlenecks or capitalize on market shifts</li> <li>Liaise with <strong>Compliance and Trading Operations</strong> to ensure all product strategies align with the rigorous demands of a regulated financial environment</li> </ul> <p><span style="text-decoration: underline;"><strong>What you bring</strong></span></p> <ul> <li><strong>3 to 5+ years of product management experience</strong> from a high-caliber tech firm or fintech, where you have a proven track record of launching and scaling complex products</li> <li>Prior experience in <strong>trading or investment platforms is a significant plus</strong>; while deep expertise isn't required, familiarity with OMS/EMS workflows, order types, or market mechanics will accelerate your impact</li> <li><strong>Foundational financial acumen</strong>, including a solid grasp of investment management terms, calculations, and the operational needs of a professional broker-dealer</li> <li><strong>Deep technical literacy</strong>, enabling you to engage as a peer with engineers, challenge technical assumptions, and understand system trade-offs</li> <li><strong>Exceptional communication skills, </strong>with the ability to distill abstract strategic goals into concrete requirements and get diverse stakeholders across the company on board</li> <li><strong>Operational flexibility to support US market hours</strong>, ensuring product leadership and coverage are available during the most critical windows of the trading day</li> <li>Hybrid based in <strong>San Francisco, Los Angeles, or Dallas </strong>to maintain close proximity to our core product, engineering, and operations leadership</li> <li>Bachelor's degree required. MBA and/or CFA designation preferred</li> </ul><div…