Product Management Intern, Altruist
Summer 2025
+ Equity in the form of ISOs
3+ days a week in office (Culver City, CA)
All-in-one platform for financial advisors and their clients
Open for applications
All-in-one platform for financial advisors and their clients
501-1000 employees
Open for applications
+ Equity in the form of ISOs
3+ days a week in office (Culver City, CA)
501-1000 employees
Company mission
To make financial advice better, more affordable, and more accessible.
Role
Who you are
- Currently pursuing a Bachelor’s or Master’s degree in Business, Finance, Computer Science, Engineering, or a related field
- Strong interest in financial services, particularly in the wealth management, FinTech or WealthTech space
- Basic understanding of product management principles, agile development methodologies, and the software development lifecycle (SDLC)
- Excellent communication and collaboration skills, with a keen ability to work in cross-functional teams
- Strong analytical and problem-solving skills with a passion for data-driven decision-making
- Experience with tools such as JIRA, Confluence, or similar project management software is a plus
- Eagerness to learn, take initiative, and contribute to innovative solutions in the fintech space
- Ability to work independently and manage multiple tasks in a fast-paced, dynamic environment
Desirable
- Basic understanding of financial markets, investment products, and custodial services is a plus
- Strong attention to detail, with a focus on user experience and product quality
- Experience in data analysis using tools such as Excel, SQL, or Python is an advantage
What the job involves
- As a Product Management Intern on the Trading, Portfolio Management, or Rebalancing teams at Altruist, you will gain hands-on experience in driving product innovation for a key area of our business
- You will collaborate with cross-functional teams, including engineering, design, operations, and compliance, to develop and enhance features that streamline trading workflows, improve portfolio management capabilities, and ensure efficient rebalancing
- This is an exciting opportunity to help shape the future of the financial services industry while working in a fast-paced, mission-driven environment
- Assist in defining and refining the product vision, roadmap, and strategy for trading, portfolio management, and rebalancing features
- Work closely with product managers to conduct market research, gather user feedback, and identify opportunities for improvement and innovation
- Collaborate with the engineering and design teams to ensure successful product development, testing, and deployment
- Support product launch activities, including user documentation, training materials, and client communication
- Analyze data and user behavior to assess the impact of new product features and identify areas for further optimization
- Assist in creating detailed product requirement documents (PRDs) and user stories to guide the development process
- Participate in agile ceremonies such as sprint planning, daily stand-ups, and retrospectives
- Provide support in user acceptance testing (UAT) and help ensure product quality and reliability
Our take
Altruist has created a cloud-based digital investing platform for independent financial advisors (IFAs). In the past, it’s been common for financial advisors selling products on a commission basis to have access to advanced digital systems, but not those working entirely independently.
Altruist brings an all-in-one platform to all IFAs, removing the need to use multiple programs to manage client accounts whilst bringing high quality assets to all investors, regardless of portfolio size.
Advisors can save time, compress costs and ultimately do more for their clients. Altruist operates a pricing model that scales up with the number of required accounts, unlike some competitor products such as Adviser and Intelliflo which charge a flat monthly subscription fee. Off the back of impressive funding, the company is set to expand its service offerings and support a wider range of RIAs as it becomes a truly comprehensive advising solution.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 5 rounds)
May 2024
$169m
SERIES E
Apr 2023
$112m
SERIES D
Total funding: $449.5m
Company benefits
- Be rewarded for doing great work: competitive compensation and equity for all team members
- Health, dental, and vision coverage, available on your first day
- Set future you up for success with 4% 401(k) matching
- Flexible time off and work hours to meet your needs
- Modern parental paid leave from day one, including 16-week adoptive, birth or foster paid leave, and 4-week child loss or miscarriage paid leave
Company values
- First and foremost we believe in treating everyone with kindness, respect, and equality
- Brilliance at Altruist means constantly striving to better your craft with a growth mindset, always learning
- Lastly, we have grit—a bias toward action and an insatiable appetite for getting things done to bring us closer to delivering on our mission
Company HQ
McManus, Culver City, CA
Articles
Leadership
Jason Wenk
(CEO)Started their career as a Morgan Stanley System Analyst before co-founding Retirement Wealth as CEO in 2005. They also founded FormulaFolios in September 2011, before combining this financial and entrepreneurial experience to found Altruist in September 2018.
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