Altruist
Product Specialist, Rebalancing
San Francisco, CA · Mid
Sponsorship not specified$124k-$158kDetected 6 days ago
SQLAgentic AICustomer SuccessCustomer SupportCollaboration
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odds of building a lasting career here
54Sponsors, lottery-bound
Cap-exempt (no lottery)0
Sponsors this role80
Entry-level history0
PERM / green-card track0
Lottery odds (Level III)83
Fits your clock70
Sponsors, but it's cap-subject — you still face the weighted lottery (~45% per draw at Level III). Good if you win; have a cap-exempt backup on your list.
Lottery odds assume a STEM candidate.
Personalize to your clock →Employer immigration record
from this employer's Department of Labor filings
Files H-1B transfers
4 transfer filings in the last year, covering 4 workers. Median labor-condition decision: 7 days. An employer that already files transfers is one that can take over an existing H-1B.
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About the role
- Altruist is entering an exciting phase, and we're looking for a Rebalancing Specialist to join the Rebalancer team within our Investment Product Group!
- This is a hybrid role requiring three days per week in our San Francisco FiDi office.
Responsibilities
- Build AI agents that help you craft precise, researched responses to advisor inquiries about rebalance behavior
- Provide feedback and input to Product, Design, and Engineering teams during the product development process
- Investigate potential bugs reported by customers to our customer support team
- Our offices are intentionally designed for comfort, collaboration, and productivity.
Requirements
- 3+ years experience working in the finance industry, preferably in a product operations role
- Experience working directly with product development teams on products with high-volume usage and financial impact
- Experience using SQL to answer questions with data
- Experience augmenting and automating your workflows with AI agents
- Familiarity with financial data (positions, prices, cost basis) and corporate actions
- Systems thinking, precision, attention to detail, accountability, number sense
- Familiarity with rebalancing and portfolio management concepts. Experience working with one or more trading solutions is a bonus.
- Self-directed, high-accountability mindset
- San Francisco, CA salary range
- $124,000 - $158,000 USD
- What we bring
- Attracting and retaining top-tier talent is a priority. We are proud of the culture we've built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.
- Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.
- Competitive total compensation.
Nice to have
- Familiarity with rebalancing and portfolio management concepts.
Compensation
- Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
Benefits
- Experience working with one or more trading solutions is a bonus.
- Premium healthcare, dental, and vision insurance plans (HMO and PPO).
- 401k savings plan with a 4% match and immediate vesting.
- 16 week paid parental leave after one year of employment.
- Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).
Company info
- We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all.
- But first, our values Kindness - Kindness doesn't just equal niceness.
- Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it's hard.
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This listing is sourced directly from Altruist's careers page and normalized into a canonical job model.