Altruist

Altruist

Senior Product Manager, Portfolio Reporting

San Francisco, CA · Senior

Sponsorship not specified$170k-$240kDetected 16 days ago
Product ManagementProduct StrategyCustomer SuccessResearchCommunicationCollaborationCFA

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odds of building a lasting career here

59Sponsors, lottery-bound
Cap-exempt (no lottery)0
Sponsors this role80
Entry-level history0
PERM / green-card track0
Lottery odds (Level IV)94
Fits your clock70

Sponsors, but it's cap-subject — you still face the weighted lottery (~61% per draw at Level IV). Good if you win; have a cap-exempt backup on your list.

Lottery odds assume a STEM candidate.

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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.

Sourced from Department of Labor LCA, PERM and prevailing-wage disclosure data. Employer matching is by name, so figures may be split across an employer's legal entities. Absence of a filing means none appears in our copy of the data, not that none exists.

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About the role

  • This is a high-visibility role focused on helping advisors and their clients understand portfolio performance, investment outcomes, and the data behind them.
  • This role is a strong fit for a product leader who combines customer empathy, quantitative thinking, financial fluency, and technical depth.
  • You should be comfortable working through ambiguity, learning complex investment concepts, and making thoughtful tradeoffs in a regulated financial environment.

Responsibilities

  • Own the strategic direction and long-term roadmap for Altruist's portfolio reporting experience.
  • Develop a deep understanding of advisors, end clients, and the investment-management workflows they use to evaluate performance and communicate with clients.
  • Build a quantitative understanding of product efficacy, customer needs, reporting gaps, and demand for new capabilities.
  • Lead product discovery through user interviews, market research, competitive analysis, and product analytics.
  • Partner with Engineering and Design to define, scope, and ship high-impact products that test clear hypotheses and improve the customer experience.
  • Maintain a focused product backlog and help the team maximize the speed, quality, and impact of its work.
  • Work with Customer Success, Market Data, Compliance, and other partners to investigate issues, manage risk, and drive durable solutions.
  • Collaborate with Product Marketing and PMs across the Investment Product Group to support adoption of reporting and investment products.

Requirements

  • 5+ years of product management experience, preferably in financial technology, investment management, or another data-intensive product environment.
  • Experience working with financial, market, or portfolio data and communicating quantitative concepts clearly to different audiences.
  • Experience working within a regulated industry, with an appreciation for accuracy, auditability, controls, and operational risk.
  • Exceptional written and verbal communication skills, including the ability to make complex ideas clear and actionable.
  • A track record of effective product development work with measurable results.
  • The ability to balance strategic thinking with hands-on execution in a fast-paced, startup environment.

Nice to have

  • Familiarity with market-data providers such as Morningstar is a plus.
  • Bachelor's degree or master's degree with a focus on STEM or quantitative areas of study.

Skills

  • About Altruist
  • Kindness - Kindness doesn't just equal niceness.

Compensation

  • San Francisco, CA salary range

Benefits

  • Monitor product health and customer outcomes, using evidence to prioritize roadmap investments and address systemic issues.

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.