Senior Product Manager, Trading & Portfolio Reporting

Senior Product Manager, Trading & Portfolio Reporting Location: Los Angeles, CA About Altruist 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. Opportunity Altruist is looking for a 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. 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. 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, with a proven track record of launching and scaling complex products. Prior experience in trading or investment platforms is a significant plus; familiarity with OMS/EMS workflows, order types, or market mechanics accelerates 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 align diverse stakeholders. Operational flexibility to support US market hours, ensuring product leadership and coverage during the most critical windows of the trading day. Hybrid based in San Francisco, Los Angeles, or Dallas to maintain close proximity to core teams. Bachelor’s degree required. MBA and/or CFA designation preferred. Compensation Los Angeles, CA salary range: $158,000 – $215,000 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, 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). Financial guidance program, including counseling on debt, personal spend, saving, and planning goals. One month work‑from‑anywhere policy (with the exception of a few countries). #J-18808-Ljbffr Altruist