Senior Product Manager, Trading & Portfolio Reporting

Senior Product Manager, Trading & Portfolio Reporting

Dallas, TX

Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.

We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!

Our values

Kindness - Kindness doesn't just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully. Brilliance - Humility is the skill we're most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one. Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it's hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.

The Opportunity

Altruist is looking for a high-caliber Senior or Staff Product Manager to lead our trading and reporting experience. This is a central, high-visibility role responsible for the strategic vision and end-to-end roadmap of our trading functionality. We are looking for a sharp, ambitious leader with a strong foundation in fintech or financial services and the intellectual curiosity to master the complexities of trading to build the future of investment management.

What You'll Do

• Own the strategic direction and long-term roadmap for Altruist's trading platform, serving as a key leader in a high-visibility role that impacts every advisor on our platform
• Architect a comprehensive product strategy for trading functionality, balancing the need for rapid innovation with the extreme reliability required for financial execution
• Drive cross-functional execution across Engineering, Design, and Operations to translate complex trading workflows into seamless, high-performance advisor experiences
• Lead high-stakes technical and vendor decisions, evaluating internal builds against third-party integrations to ensure a scalable and resilient trading ecosystem
• Utilize AI-driven workflows and prototyping to accelerate the product development lifecycle and maintain a competitive edge in product management
• Serve as the primary authority on trading product health, monitoring key performance metrics and directing resources to resolve systemic bottlenecks or capitalize on market shifts
• Liaise with Compliance and Trading Operations to ensure all product strategies align with the rigorous demands of a regulated financial environment

What You Bring

• 3 to 5+ years of product management experience from a high-caliber tech firm or fintech, where you have a proven track record of launching and scaling complex products
• Prior experience in trading or investment platforms is a significant plus; while deep expertise isn't required, familiarity with OMS/EMS workflows, order types, or market mechanics will accelerate your impact
• Foundational financial acumen, including a solid grasp of investment management terms, calculations, and the operational needs of a professional broker-dealer
• Deep technical literacy, enabling you to engage as a peer with engineers, challenge technical assumptions, and understand system trade-offs
• Exceptional communication skills, with the ability to distill abstract strategic goals into concrete requirements and get diverse stakeholders across the company on board
• Operational flexibility to support US market hours, ensuring product leadership and coverage are available during the most critical windows of the trading day
• Hybrid based in San Francisco, Los Angeles, or Dallas to maintain close proximity to our core product, engineering, and operations leadership
• Bachelor's degree required. MBA and/or CFA designation preferred

Dallas, TX salary range $147,000 - $192,000 USD

What We Bring

• A hybrid work schedule for most positions to promote strong, in-person collaboration.
• 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 pay and equity for eligible positions.
• 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.
• Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
• Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).
• Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
• One month work from anywhere policy (with the exception of a few countries).

Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.

Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.