Product Marketing Manager, Altruist
Investment Products
$107-153k
3 days a week in office (San Francisco FiDi office)
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
$107-153k
3 days a week in office (San Francisco FiDi office)
501-1000 employees
Company mission
To make financial advice better, more affordable, and more accessible to everyone.
Role
Who you are
- 3+ years of experience in B2B product marketing in high‑growth, late‑stage startups
- Curiosity: you ask “why” and back your answers with data
- Hustle: you are proactive, thoughtful, organized, and get things done. You ship, learn, iterate and run flawless, well-organized GTMs from planning to post-launch
- Partnership: you bring a clear POV, influence respectfully, collaborate for the greater good, and pull in the right teams at the right time
- Communication: you communicate clearly with internal and external audiences and can turn complex concepts into easy to understand and compelling marketing assets
- 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
What the job involves
- Altruist is hiring an experienced Product Marketing Manager to support our Investment product suite
- This is an individual-contributor role reporting to the Director of Product Marketing
- In close partnership with Product, Design, Sales, and other cross-functional teams, you will own end-to-end GTM strategy for key platform launches and lead stakeholder alignment and approvals
- Customer and market insights: Own qualitative, quantitative, and competitive research; translate insights into clear ICP definitions, segmentation, and actionable GTM strategies
- Positioning and messaging: Develop positioning frameworks, value propositions, and messaging for core products and platform capabilities; ensure consistency and clarity across all customer-facing touchpoints
- Launch management: Lead end-to-end GTM planning and execution for new features and product initiatives; partner with Design to produce high-quality launch and sales assets; manage stakeholder reviews and approvals
- Growth and lifecycle programs: Partner with Product and Marketing to design and execute prospecting, onboarding, and lifecycle programs across web, email, webinars, and events; continuously experiment to reduce time-to-value and increase adoption
- Measurement and optimization: Partner with Product and BI to define success metrics, build dashboards, monitor performance, and quickly act on insights to improve KPIs
- Thought leadership: Collaborate with Comms and Content to develop narratives, POVs, and content that reinforce Altruist’s product leadership and differentiation
- Sales enablement: Equip Sales and customer-facing teams with compelling collateral such as one-pagers, pitch decks, and case studies; create feedback loops to inform product and marketing strategy
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.
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