Product Specialist, Rebalancing

Altruist; San Francisco (CA); Hybrid; USD 124,000 - 158,000; Full time

Benefits offered by this job

Premium healthcare, dental, and vision

401k with 4% match

16 weeks paid parental leave

Professional growth opportunities

Employee mobility program

L&D budget

Company perks program

Financial guidance program

Work from anywhere policy

Job summary

Altruist is transforming wealth management and seeks a Rebalancing Specialist to join the Rebalancer team within the Investment Product Group. This hybrid role requires three days per week in our San Francisco FiDi office.

You will become the resident expert on an optimization-based rebalancer, build AI agents, investigate bugs, and produce onboarding and knowledge guides for the rebalancer, while collaborating with Product, Design, and Engineering to improve client outcomes.

Qualifications

• 3+ years experience in the finance industry, preferably in a product operations role.
• 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 your workflows with AI agents.
• Familiarity with rebalancing and portfolio management concepts. Experience working with one or more trading solutions is a bonus.
• Familiarity with financial data (positions, prices, cost basis) and corporate actions.
• Self-directed, high-accountability mindset.

Responsibilities

• Become the resident expert on an optimization-based rebalancer.
• Build AI agents that help you craft precise, researched responses to advisor inquiries about rebalance behavior.
• Investigate potential bugs reported by customers to our customer support team.
• Produce and improve customer-facing onboarding and knowledge guides for the rebalancer.
• Monitor progress of automated rebalancing from ingestion of trade proposals to allocation of executed orders.
• Analyze and monitor performance of the rebalancer on an ongoing basis, identifies and characterizes trends that impact client outcomes for better or worse.
• Provide feedback and input to Product, Design, and Engineering teams during the product development process.
• Provide one-off / custom reports and analyses for financial advisors.
• Liaise with the Customer Success, Market Data, and Compliance teams to investigate issues and work closely with engineering to find solutions.

Skills

SQL

AI agents

Finance industry experience

Systems thinking

Attention to detail

Number sense

Self-directed

Portfolio management basics

Trading solutions

Tools

Trading solutions

Job description

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!

The opportunity

Altruist is entering an exciting phase, and we're looking for a Rebalancing Specialist to join the Rebalancer team within our Investment Product Group!

This is a hybrid role requiring three days per week in our San Francisco FiDi office.

Your impact

• Become the resident expert on an optimization-based rebalancer
• Build AI agents that help you craft precise, researched responses to advisor inquiries about rebalance behavior
• Investigate potential bugs reported by customers to our customer support team
• Produce and improve customer-facing onboarding and knowledge guides for the rebalancer
• Monitor progress of automated rebalancing from ingestion of trade proposals to allocation of executed orders
• Analyze and monitor performance of the rebalancer on an ongoing basis, identifies and characterizes trends that impact client outcomes for better or worse
• Provide feedback and input to Product, Design, and Engineering teams during the product development process
• Provide one-off / custom reports and analyses for financial advisors
• Liaise with the Customer Success, Market Data, and Compliance teams to investigate issues and work closely with engineering to find solutions.

What you bring

• 3+ years experience working in the finance industry, preferably in a product operations role
• 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 your workflows with AI agents
• Familiarity with rebalancing and portfolio management concepts. Experience working with one or more trading solutions is a bonus.
• Familiarity with financial data (positions, prices, cost basis) and corporate actions
• Self-directed, high-accountability mindset

San Francisco, CA salary range

$124,000 - $158,000 USD

What we bring

Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.

• 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.
• 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 a bonus program 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.