Product Designer, Altruist

Billing at Altruist

$113-147k

+ Stock options

Figma
Mid and Senior level
Los Angeles
Altruist

All-in-one platform for financial advisors and their clients

Job no longer available

Altruist

All-in-one platform for financial advisors and their clients

501-1000 employees

FintechB2BInvestingFinancial ServicesSaaS

Job no longer available

$113-147k

+ Stock options

Figma
Mid and Senior level
Los Angeles

501-1000 employees

FintechB2BInvestingFinancial ServicesSaaS

Company mission

To make financial advice better, more affordable, and more accessible.

Role

Who you are

  • 3-5 years of experience
  • A dedication to turning complex problems into simple and engaging experiences
  • Excellent UX ability, visual design, and product thinking
  • Comfort with an iterative design process using quantitative and qualitative data to inform design and product improvements
  • Must be humble, collaborative, have a positive attitude, and be a joy to work with (egos left at the door, please)
  • Strong qualitative, analytical, and problem-solving skills
  • Experience speaking to the goals of your work as well as successes and failures
  • A love for testing prototypes to ensure a user’s experience is beautiful, simple, and seamless
  • Fluency in Figma
  • Be a great team player with the ability to collaborate with Product and Engineering, combined with an ownership mentality over your work
  • Have the ability to move fast and ship work while maintaining a high standard of quality, balancing business needs and health of the overall organization with your desire to strive for perfection
  • An entrepreneur mindset with the ability to take initiative, seeing projects through from start to finish with a high attention to detail

Desirable

  • Great UX copywriting skills to help bring life to your visual design
  • Fintech and Enterprise Saas experience
  • Responsive web experience
  • Experience in designing SaaS across B2B and B2C use cases

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
  • Work closely with the Enterprise Product team to design features for Fee Billing, Advisor Onboarding, Firm Management, Teams and Permissions, Reporting, and Integrations
  • Build detailed product flows, including error states and edge cases
  • Design for both desktop and mobile
  • 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
  • Work within our existing styles and design system to create 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 headshot

Freddie

Company Specialist at Welcome to the Jungle

Insights

Top investors

Few candidates hear
back within 2 weeks

67% employee growth in 12 months

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

Leadership

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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