Content Strategist and Copywriter, Altruist
Hazel AI
$150-180k
3 days a week in office (FiDi, San Francisco )
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
$150-180k
3 days a week in office (FiDi, San Francisco )
501-1000 employees
Company mission
To make financial advice better, more affordable, and more accessible to everyone.
Role
Who you are
- We’re looking for someone who brings strong content strategy instincts, obsesses over language, genuinely enjoys spending much of their day writing and editing, and takes ownership of projects from first draft through final result
- 5-8+ years of experience in content strategy and copywriting, ideally in AI, fintech, or SaaS
- A sharp editorial instinct and deep love of language
- Proven ability to make complex topics simple without losing nuance
- Experience collaborating cross-functionally and operating as a strong individual contributor
- Comfort working in a fast-paced environment where you may need to roll up your sleeves and jump into different types of projects
- Experience navigating compliance review processes (or working in regulated industries)
- A performance mindset where you measure effectiveness and iterate accordingly
- Strong organizational skills and ownership mentality — you see projects through from idea to approval to live performance
- Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. 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
What the job involves
- Altruist is hiring an experienced Content Strategist and Copywriter to shape the voice and storytelling behind Hazel, our transformative AI engine built exclusively for wealth managers and recently featured in CNBC, Bloomberg, and Yahoo Finance
- This is a founding role in a rapidly expanding space, where a hands-on individual contributor will define Hazel’s voice, positioning, and the story we tell to the market
- You’ll translate sophisticated AI capabilities into messaging that advisors immediately understand and trust
- You’ll partner cross-functionally across Product, Marketing, Design, Sales, and Compliance to ensure Hazel’s story is clear, consistent, compliant, and effective at every touchpoint
- We’re looking for someone who can zoom out to shape strategy and zoom in to refine a single sentence until it’s exactly right
- Define and evolve Hazel’s content strategy, messaging framework, and positioning in a rapidly growing AI category
- Shape the channels and formats that carry Hazel’s story, including SEO, thought leadership, lead-generation assets, product marketing, and launch campaigns
- Translate complex AI concepts and product capabilities into simple, advisor-friendly language
- Write and edit high-impact content, including product marketing materials, landing pages, emails, in-product messaging, sales enablement materials, and thought leadership
- Step in on key launches to drive messaging from concept to execution
- Collaborate closely with Product to deeply understand new features and articulate their value clearly and accurately
- Partner with Design to ensure copy and UX work seamlessly together
- Manage content workflows, including routing materials through Compliance and ensuring approvals are secured before publication
- Oversee publishing and distribution, ensuring assets are posted accurately and on time
- Monitor performance metrics and optimize messaging based on data and feedback
- Maintain consistency across channels while tailoring messaging for specific audiences
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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