Senior Product Marketing Manager, Altruist
Hazel AI
$107-153k
All-in-one platform for financial advisors and their clients
Posted today
All-in-one platform for financial advisors and their clients
501-1000 employees
Posted today
$107-153k
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 exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!
- 6-8 years of experience in B2B product marketing in high‑growth, late‑stage startups; fintech/wealthtech or adjacent regulated industries preferred
- Curiosity: you ask “why” and back your answers with data
- Hustle: you are 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
- 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. You may be just the right candidate for this or other roles
What the job involves
- Altruist is hiring an experienced Senior Product Marketing Manager for Hazel—the AI platform for financial advisors that integrates across their tech stack and transforms data into actionable outcomes
- This is an individual-contributor role reporting to the Director of Product Marketing
- In close partnership with Product, you’ll own Hazel’s end-to-end GTM
- Through rapid experimentation, you’ll translate market and customer insights into ICP definitions, positioning, and messaging; shape pricing and packaging; and lead launches and lifecycle programs that drive acquisition, activation, retention, and expansion
- This role is ideal for a product marketer who gets under the hood to understand how things work and why it matters, is comfortable creating GTM assets with design support, and operates independently while knowing when to escalate
- Customer insights: own qualitative, quantitative, and competitive research; rapidly translate findings into ICP definitions and actionable programs
- Positioning & messaging: craft Hazel’s positioning, value propositions, and ICP-specific external messaging—delivering engaging, high-quality storytelling and ensuring consistency across all marketing assets
- Launch management: develop and drive GTM launch plans; create GTM assets with Design, ensure stakeholder reviews approvals
- Growth programs: partner with Product to design and execute prospecting, onboarding, and lifecycle programs across web, email, webinars, and events; use continuous experimentation to reduce time-to-value
- Measurement: partner with Product and BI to develop and maintain adoption dashboards, monitor performance, and act quickly on insights to improve KPIs
- Thought leadership: partner with Comms and Content to develop thought-leadership pieces for earned media and our owned content touchpoints
- Enablement: help Sales advance conversations with via sale collateral including one-pagers and case studies, route field feedback back to the Product team
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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