Product Specialist, Rebalancing

San Francisco, CA . Posted 29 days ago

The role

The Rebalancing Specialist will act as an expert on an optimization-based rebalancer. You will build AI agents, investigate bugs, monitor rebalancing progress, and provide feedback to product teams.

What you will do

Become the resident expert on an optimization-based rebalancer
Build AI agents to craft responses to advisor inquiries about rebalance behavior
Investigate potential bugs reported by customers
Produce and improve customer-facing onboarding and knowledge guides
Monitor progress of automated rebalancing from trade proposals to executed orders
Analyze and monitor performance of the rebalancer
Provide feedback and input to Product, Design, and Engineering teams
Provide one-off or custom reports and analyses for financial advisors
Liaise with Customer Success, Market Data, and Compliance teams to investigate issues

Required qualifications

3+ years experience working in the finance industry
Experience working directly with product development teams on products with high-volume usage and financial impact
Systems thinking
Precision
Attention to detail
Accountability
Number sense
Experience using SQL to answer questions with data
Experience augmenting and automating workflows with AI agents
Familiarity with rebalancing and portfolio management concepts
Familiarity with financial data (positions, prices, cost basis) and corporate actions
Self-directed, high-accountability mindset

Nice to have

Experience in a product operations role
Experience working with one or more trading solutions

Benefits

Stunning, amenity-filled office spaces
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
Employee mobility program
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 building an AI platform for wealth professionals to transform the wealth management industry. They partner with financial advisors nationwide to help them grow and optimize resources.