Product Marketing Manager

About the position

Altruist is the modern custodian built exclusively for independent financial advisors that combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing — all in one streamlined solution. Financial advisors across the U.S. have partnered with Altruist to reduce costs, save time, grow their business, and provide better outcomes for their clients. Our mission is to make financial advice better, more affordable, and accessible to everyone — but we can’t do it alone. We’re seeking exceptional talent to join our team. That’s where you come in! If you’re passionate about challenging the status quo and making a meaningful impact in the financial advice industry, we’d love to meet you!

Responsibilities

• Design and execute programs that increase product adoption and revenue growth, ensuring alignment with company goals.
• Understand and optimize the customer journey, deploying engagement strategies that maximize LTV and retention.
• Partner with Product, Sales, and Customer Success teams to gather insights, identify opportunities, and close knowledge gaps through research, surveys, and customer interviews.
• Track and analyze product satisfaction, NPS, win rates, and adoption metrics to continuously refine marketing strategies.
• Measure and report on the business impact of marketing campaigns.
• Translate product documentation into positioning and messaging that resonates with advisors.
• Lead integrated motions to drive product launches at speed with a repeatable and consistent process.
• Develop customer-centric content and campaigns that guide advisors through the funnel and maximize engagement.

Requirements

• 5+ years of experience working as Product Marketing Manager in a B2B financial services, fintech, or SaaS organization.
• Proven experience launching new software products with fully integrated plans and execution.
• Exceptional messaging, positioning, and storytelling skills.
• Strong quantitative and analytical skills with a passion for measurement and metrics.
• Technologically savvy and can easily get up to speed on modern marketing tech stacks (i.e. Hubspot, Salesforce, Amplitude, Navattic, Wordpress, Figma).
• Ownership and pride in every aspect of work.
• Outstanding communication skills.
• Resilience and unwavering determination to achieve success.
• Confidence with a strong knowledge base and openness to differing perspectives.
• Creative problem-solving skills.

Nice-to-haves

• Experience with customer segmentation models and cohort-based marketing.
• Knowledge of/experience with financial markets and fintech.

Benefits

• Hybrid work schedule to promote strong, in-person collaboration and a healthy work-life balance.
• Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX.
• Competitive salary and equity packages.
• Premium healthcare, dental, and vision insurance plans.
• 401k savings plan with matching contributions and immediate vesting.
• Flexible PTO.
• Generous paid parental leave.
• Professional growth and development opportunities.
• Physical and emotional wellness programs.
• Company perks program including discounts on pet insurance, fitness, cell phone plans, entertainment and travel.
• Financial guidance program.