Senior Product Manager, Portfolio Reporting

The role

You will lead the Portfolio Reporting Experience team by owning the product strategy and roadmap for reporting experiences. You will turn complex financial and market data into actionable insights for advisors and their clients.

What you will do

• Own the strategic direction and long-term roadmap for Altruist’s portfolio reporting experience.
• Develop a deep understanding of advisors, end clients, and investment-management workflows.
• Build a quantitative understanding of product efficacy, customer needs, and reporting gaps.
• Lead product discovery through user interviews, market research, competitive analysis, and product analytics.
• Translate complex financial concepts, calculations, and data workflows into product experiences.
• Partner with Engineering and Design to define, scope, and ship products.
• Maintain a focused product backlog.
• Evaluate reporting requirements, data dependencies, and vendor capabilities.
• Work with Customer Success, Market Data, and Compliance to manage risk and drive solutions.
• Collaborate with Product Marketing and PMs to support adoption of products.

Required qualifications

• 5+ years of product management experience.
• Strong financial acumen and interest in investment concepts, portfolio analysis, performance measurement, and reporting standards such as GIPS.
• Experience working with financial, market, or portfolio data.
• Demonstrated understanding of modern product discovery and product delivery practices.
• Experience working within a regulated industry.
• Deep technical literacy.
• Exceptional written and verbal communication skills.
• Track record of effective product development work with measurable results.
• Ability to balance strategic thinking with hands-on execution in a fast-paced, startup environment.
• Bachelor's degree or master’s degree with a focus on STEM or quantitative areas of study.

Nice to have

• Experience in financial technology, investment management, or another data-intensive product environment.
• Familiarity with market-data providers such as Morningstar.
• CFA

Benefits

• Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX.
• Competitive total compensation.
• 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.
• Company perks program including discounts on pet insurance, fitness, cell phone plans, and travel.
• Financial guidance program.

About the company

Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. They partner with financial advisors nationwide to help them grow and deliver outcomes for clients.