Director of Product Marketing, Altruist
$164-226k
All-in-one platform for financial advisors and their clients
Be an early applicant
All-in-one platform for financial advisors and their clients
501-1000 employees
Be an early applicant
$164-226k
501-1000 employees
Company mission
To make financial advice better, more affordable, and more accessible to everyone.
Role
Who you are
- 10+ years in B2B product marketing with leadership roles in high‑growth, late‑stage startups; fintech/wealthtech or adjacent regulated industries preferred
- Proven PMM builder. Demonstrated ability to build and scale a PMM function: hire and develop talent; define roles and career paths; establish operating rhythms, decision frameworks, and quality standards; elevate PMM’s strategic influence with Product, Sales, Marketing, and CS
- Launch leadership. Track record leading complex, multi‑product launches with measurable results; optimizing GTM end‑to‑end—from insights and positioning to pricing/packaging, enablement, and post‑launch impact measurement
- Storytelling excellence. Converts complex data/technology into clear, differentiated, advisor‑first narratives and value propositions
- Cross‑functional leadership. Builds trust and alignment across Product, Sales, Marketing, CS, and RevOps; adept at orchestrating work across teams
- Executive presence and communication. Credible with C‑suite and board; influences decisions with clear, data‑backed narratives
- 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
What the job involves
- Altruist is entering a transformative phase of growth—and we’re looking for an experienced Director of Product Marketing to lead and elevate our team
- This is a high-impact role at the intersection of strategy, storytelling, and execution
- As Director of Product Marketing, you’ll establish Product Marketing as the strategic hub for advisor, market, and competitive intelligence—ensuring insights directly shape how we build, position, and deliver our products
- You’ll serve as the cross-functional orchestrator across Product, Sales, Marketing, and Customer Success, aligning teams around a shared understanding of our market and customers
- You and the team will own the full go-to-market (GTM) lifecycle—from market, customer, and competitor insights to messaging, positioning, launch strategy/execution, sales enablement, and KPI measurement
- Your leadership will drive how Altruist tells its story, differentiates in the marketplace, and empowers advisors to succeed
- Lead the PMM team. Define clear roles, expectations, and success metrics. Set a high bar for strategic excellence and flawless execution while creating a culture of collaboration and accountability. Maintain a relentless focus on a GTM process that drives a best-in-class advisor experience
- Build the insights program. Establish a repeatable cadence for gathering voice-of-customer (VOC) insights, from advisors, prospects, and platform users, as well as win/loss analyses and market intelligence. Translate findings into actionable recommendations that shape product strategy and roadmap. Establish a feedback process between Sales, CS, PMM, and Product to ensure market learnings directly influence GTM decisions
- Create the ICP. Develop a segmentation framework that identifies our highest-value ideal customer profiles (ICP). Map segment-specific needs and pain points to value propositions, use cases, and differentiated benefits that inform GTM strategy, content development, and launch campaigns
- Craft compelling positioning and messaging. Own Altruist’s external narrative—translating complex clearing and custody capabilities into advisor-first benefits. Build messaging frameworks, value props, and proof points tailored to our key segments
- Own end-to-end GTM. Design and drive the company-wide GTM process—from segmentation and positioning to planning, launch, and sales enablement. Lead major launches and cross-functional alignment. Define success metrics, optimize adoption, and monitor AUM metrics
- Enable Sales team. Partner with Content to deliver field-ready collateral—pitches, webinars, thought leadership, and lead magnets—that accelerate pipeline velocity. Measure and optimize performance through asset usage, seller proficiency, influenced pipeline, win rates, and sales cycle improvements
- Drive pipeline. Collaborate with Growth Marketing to launch ICP-driven demand gen programs grounded in segment pain points and value props to deliver high-quality MQLs
Our take
The world of wealth management is changing fast, and financial advisors are feeling the strain. Between managing client expectations, navigating complex regulations, and keeping up with endless admin tasks, there's little time left for what really matters, helping clients make smarter financial decisions. And that's where Altruist comes in, set out to modernize custodial services, making it easier and more efficient for advisors to manage portfolios, handle compliance, and deliver great client experiences without getting buried in paperwork or outdated systems.
Its a technology-driven custodian built specifically for financial advisors and it combines powerful digital tools with custody services to simplify how advisors run their businesses. The company recently launched HAzel, and AI-powered assistant designed to take on the day-to-day tasks that slow advisors down (think note-taking, email drafting, and meeting summarising). Hazel even pulls insights from firm data, emails, and documents to give personalized, context-aware answers to questions. And by integrating tools like Salesforce and Redtail., Hazel acts like a smart teammate that helps advisors stay organized and focused on clients.
Like many fast-growing tech firms, Altruist has had to make some tough decisions along the way. The company recently laid off around 15% of its workforce as part of a plan to sharpen its focus on the most impactful parts of its business. Deepsite that, CEO Jason Wenk says Altruist is having a record with assets up 50%, revenue per employee climbing 70%, and a clear path to profitability. With this strong growth, zero debt, and the rollout of Hazel, Altruist is proving it can innovate and scale sustainably.
Freddie
Company Specialist at Welcome to the Jungle
Insights
67% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Apr 2025
$152m
SERIES F
May 2024
$169m
SERIES E
Total funding: $601.5m
Company benefits
- Grow your career: Altruist is a thoughtful, fast-growing company that values high achievers.
- Our success is your success: Be rewarded for doing great work - competitive compensation and equity for all team members.
- Take care of yourself: Health, dental, and vision coverage, available on your first day.
- Work-life integration: We work hard and respect everyone’s whole selves.
- You're welcome here: Altruist is proud to be an equal opportunity employer. We’re committed to inclusivity.
Company HQ
McManus, Culver City, CA
Leadership
Jason Wenk
(Founder & CEO)Began 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.
Mazi Bahadori
(COO/CCO)Mazi joined Altruist in 2019 as CCO and VP of Securities, adding COO to his title in 2023. Prior to this, he served as the CCO and Director of Operations at Aspiration and as the VP and Legal & Compliance Specialist at PIMCO.
Harpreet Ahluwalia
(CPO)Harpreet joined Altruist in 2019 as VP of Product Management, becoming CPO in 2022. Prior to this, he was a VP of Product Management at ServiceTitan for 4 years and Head of Product at Citysearch for 3 years.
Salary benchmarks
We don't have enough data yet to provide salary benchmarks for this role.
Submit your salary to help other candidates with crowdsourced salary estimates.
Share this job
View 17 more jobs at Altruist