Senior Product Specialist, Sales

About this role

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 in the midst of an exceptional growth phase, and we’re excited to hire a Senior Product Specialist to join our Client Development team. In this role, you will drive the adoption of Altruist’s key investment products and help advisors implement portfolio strategies seamlessly using Altruist’s platform and tools. This role will focus on products such as Model Marketplace, Direct Indexing, Alternatives, Tax Management, and other capabilities that expand the value Altruist delivers to advisors and their clients. This role requires regular travel (approximately 20–30%) to support advisor trainings, product launch events, conferences, and in-person client meetings.

This person will be closely tied to the Investment Product Group and will serve as a critical bridge between product strategy, product launches, field sales, and advisor adoption. The role combines investment-product fluency, consultative selling, launch execution, and commercial judgment. It will also be responsible for identifying additional Share of Wallet opportunities tied to key product launches and adoption programs.

Your impact

• Drive awareness, understanding, adoption, and usage of priority investment products across Altruist’s advisor and client base.

• Build strong working relationships with the Investment Strategy Product Group and stay closely aligned to product strategy, roadmap priorities, launch timing, target users, and commercialization plans.

• Support the planning and execution of key product launches, including sales readiness, positioning, messaging, enablement, advisor communications, and field feedback loops.

• Partner with Sales, Product, and Marketing to create coordinated adoption plans.

• Help advisors understand how to implement portfolio strategies seamlessly using Altruist’s investment products, workflows, and platform tools.

• Translate investment concepts and product capabilities into practical use cases, portfolio applications, advisor workflows, and client outcomes.

• Lead or support advisor conversations, product demonstrations, portfolio strategy discussions, training sessions, webinars, and executive presentations.

• Identify additional Share of Wallet opportunities within existing relationships tied to product launches, new investment capabilities, or evolving advisor needs.

• Support account planning, opportunity qualification, business-case development, pricing discussions, and close plans for product-led opportunities.

• Develop product-specific playbooks, messaging, demo flows, objection handling, implementation guidance, and competitive positioning.

• Capture advisor feedback, adoption barriers, competitive insights, and recurring implementation needs, and translate them into actionable recommendations for the Investment Strategy Product Group and go-to-market leaders.

• Maintain accurate expectations around product capabilities, eligibility, implementation requirements, integrations, risks, and roadmap considerations.

• Establish adoption metrics and monitor launch performance, including advisor engagement, product usage, pipeline creation, conversion, retention, and expansion.

What you bring

• Deep experience in product sales, investment product distribution, portfolio consulting, solutions consulting, wealth management, or a similar customer-facing role.

• Strong knowledge of investment products and portfolio construction, with experience in areas such as 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, executives, and other audiences.

• 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, business outcomes, and measurable customer value.

• Excellent presentation, discovery, writing, training, and storytelling skills.

• Comfort working in a matrixed environment with the 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

How success will be measured

• Increased adoption and usage of priority investment products across target advisor segments and accounts.

• Successful execution of product launches, including field readiness, advisor engagement, pipeline creation, and post-launch…