Senior Marketing Program Manager, Altruist
$124-170k
+ Equity for eligible positions
3 days a week in office (Culver City, CA )
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
$124-170k
+ Equity for eligible positions
3 days a week in office (Culver City, CA )
501-1000 employees
Company mission
To make financial advice better, more affordable, and more accessible.
Role
Who you are
- Experience - 5+ years of experience working as Marketing Program Manager or in a go-to-market function at a B2B financial services, fintech, or SaaS organization
- Proven track record leading cross-functional projects from inception to completion
- Ability to identify process and organizational inefficiencies and drive improvements
- Exceptional project management skills
- Education - Ideally looking for a B.A. / B.S. degree in relevant fields such as Marketing, Business Administration, Communications, Advertising, etc
- Technical aptitude - You’re technologically savvy and can easily get up to speed on modern tech stacks (i.e. Hubspot, Salesforce, Amplitude, Navattic, Wordpress, Figma.)
- 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
What the job involves
- Altruist is entering an exciting phase, and we're looking for a Sr. Marketing Program Manager to join our Marketing team
- In this role, you will be instrumental in serving as a strategic business partner driving marketing initiatives, optimizing marketing operations, and developing effective go-to-market strategies to accelerate growth
- Collaborate with and unify cross-functional teams, including sales, product, design, content, customer success, to manage the creation and execution of compelling, insights-driven go-to-market plans
- Oversee the development and execution of integrated marketing campaigns and initiatives, including content creation, email marketing, social media, webinars, events, and advertising, to effectively reach and engage target audiences at a positive ROI
- Monitor the review and approval process for marketing materials to ensure brand and regulatory compliance
- Collaborate with internal stakeholders to define and track key performance indicators (KPIs) and drive progress toward departmental goals
- Assist in defining, creating, and monitoring budgets for marketing campaigns and initiatives
- Improve operational efficiency of growth initiatives to drive the performance and scale of the programs effectively (eg Tech Collection and Advisor Referral Program)
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
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
- 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 HQ
McManus, Culver City, CA
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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