Senior Product Designer, Altruist
Enterprise
$147-203k
+Equity
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
$147-203k
+Equity
501-1000 employees
Company mission
To make financial advice better, more affordable, and more accessible.
Role
Who you are
- 5-7 years of experience in a Product Design role
- You’re a generalist designer with a passion for designing intuitive experiences across a wide range of experiences. You thrive in the details of design and user experience
- Technical aptitude - You’re technologically savvy and can easily get up to speed on modern tech stacks (i.e., Google Suite, Slack, etc.)
- Ownership - The pride you put into every aspect of your work is unparalleled and undeniable
- Superb communication - Intentional dialogue is a superpower. You listen as well as you share your perspective with others
- Resilience - We’re inspired by your unwavering determination to achieve success, no matter the adversity you face along the way
- Assurance - Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives
- Creative problem solving - Identifying the problem is simply not enough. You’re instinctually creative with your approach in finding solutions to roadblocks
Desirable
- You’ve worked on complex applications with various user roles
- You’ve contributed to design systems and have a solid understanding of tokens and Atomic Design methodology
- Understand the basics of HTML/CSS
What the job involves
- Altruist is entering an exciting phase, and we're looking for a Product Designer to join our Product Design team
- Work closely with Product and Engineering to visualize a revolutionary new platform for financial advisors and their clients
- Support various Enterprise product squads: Firm Management, Fee Billing, Reporting, Integrations, Platform, and Design Systems
- Apply data, research, and customer insights to design decisions
- Align with product and engineering to determine what success means for a given initiative
- Own the end-to-end design from ideation and research to execution
- Iterate quickly through mockups and clickable prototypes that may range in fidelity and functionality
- Work within defined timelines to prioritize your work for maximum impact
- Contribute and develop our design system to ensure a cohesive experience
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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