Group Product Manager, Altruist
Accounts
$158-203k
Equity in the form of Stock Options
3+ days a week in office
All-in-one platform for financial advisors and their clients
Job no longer available
All-in-one platform for financial advisors and their clients
501-1000 employees
Job no longer available
$158-203k
Equity in the form of Stock Options
3+ days a week in office
501-1000 employees
Company mission
To make financial advice better, more affordable, and more accessible to everyone.
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Company mission
To make financial advice better, more affordable, and more accessible to everyone.
67% employee growth in 12 months
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, with AI-powered solutions built to make it easier for advisors to manage portfolios, handle compliance and deliver great client experiences. Its AI assistant, Hazel, is able to take on the day-to-day tasks that slow advisors down (think note-taking, email drafting, and meeting summarising). It can also pull insights from firm data, emails, and documents to give personalized, context-aware answers to questions.
The company has faced some bumps in the road, notably laying off around 15% of its workforce in 2025. That said, this shift to focus on the most impactful parts of its business is not entirely negative. In fact, its plan to build an all-in-one custody and wealth platform driven by Hazel is coming faster than the company anticipated, with the CEO stating that it could make much of the advisor tech stack irrelevant by the end of the year.
Freddie
Company Specialist at Welcome to the Jungle
Benefits
- Grow your career: Altruist is a thoughtful, fast-growing company that values high achievers
- Take care of yourself: Health, dental, and vision coverage, available on your first day
- Our success is your success: Be rewarded for doing great work - competitive compensation and equity for all team members
- 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
Funding (last 2 of 6 rounds)
Apr 2025
$152m
SERIES F
May 2024
$169m
SERIES E
Total funding: $601.5m
This company has top investors
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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