Senior Product Specialist, Sales

The role

You will drive the adoption of key investment products and help advisors implement portfolio strategies using the Altruist platform. This role serves as a bridge between product strategy, product launches, field sales, and advisor adoption.

What you will do

• Drive awareness, understanding, adoption, and usage of priority investment products.
• Build working relationships with the Investment Strategy Product Group.
• Support the planning and execution of key product launches.
• Partner with Sales, Product, and Marketing to create coordinated adoption plans.
• Help advisors implement portfolio strategies using investment products and platform tools.
• Translate investment concepts into practical use cases and advisor workflows.
• Lead or support advisor conversations, product demonstrations, and training sessions.
• Identify additional Share of Wallet opportunities within existing relationships.
• Support account planning, opportunity qualification, and pricing discussions.
• Develop product-specific playbooks, messaging, and demo flows.

Required qualifications

• Deep experience in product sales, investment product distribution, portfolio consulting, solutions consulting, wealth management, or a similar customer-facing role.
• Strong knowledge of investment products and portfolio construction, including structured notes, options, high-yield cash, model portfolios, Direct Indexing, alternatives, or related strategies.
• Ability to explain sophisticated investment concepts clearly to advisors, investment professionals, and executives.
• Experience supporting product launches, sales enablement, commercialization, or adoption programs.
• Strong understanding of consultative selling, advisor workflows, and complex B2B buying processes.
• Ability to connect investment products and platform capabilities to practical portfolio applications and business outcomes.
• Excellent presentation, discovery, writing, training, and storytelling skills.
• Comfort working in a matrixed environment.
• Strong commercial judgment, curiosity, organization, and follow-through.

Nice to have

• Series 7, 63, and CFA designation strongly preferred

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.