Senior Product Manager, Portfolio Reporting

Altruist; San Francisco (CA); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Altruist is seeking a Senior Product Manager to lead the Portfolio Reporting Experience, turning complex market data into clear, actionable insights for advisors and clients. You will own strategy and roadmap, collaborating with Product, Engineering, Design, and Compliance to elevate the reporting experience.

You will excel at customer empathy, quantitative thinking, and communicating complex investment concepts clearly, in a regulated financial environment.

Qualifications

• 5+ years in product management, preferably fintech or data-heavy products.
• Strong financial acumen and interest in investment concepts and portfolio analysis.
• Experience communicating quantitative concepts to varied audiences.

Responsibilities

• Own the long-term roadmap for portfolio reporting experiences.
• Develop understanding of advisor and end-client workflows for evaluating performance and communicating results.
• Lead discovery via user interviews, market research, and analytics; test hypotheses.

Skills

Product management

Financial data

Quantitative thinking

Communication

Collaboration with engineers

AI workflows

Product discovery

Tools

Morningstar

Market data systems

Job description

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!

But first, 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.

The opportunity

Altruist is looking for a Senior Product Manager to lead the Portfolio Reporting Experience team. This is a high-visibility role focused on helping advisors and their clients understand portfolio performance, investment outcomes, and the data behind them.

You will own the product strategy and roadmap for reporting experiences that turn complex financial and market data into clear, trusted, actionable insights. You will work across Product, Engineering, Design, Customer Success, Market Data, Compliance, and Product Marketing to improve the quality of the experience and expand the value Altruist delivers to advisors.

This role is a strong fit for a product leader who combines customer empathy, quantitative thinking, financial fluency, and technical depth. You should be comfortable working through ambiguity, learning complex investment concepts, and making thoughtful tradeoffs in a regulated financial environment.

What you'll do

• Own the strategic direction and long-term roadmap for Altruist's portfolio reporting experience.
• Develop a deep understanding of advisors, end clients, and the investment-management workflows they use to evaluate performance and communicate with clients.
• Build a quantitative understanding of product efficacy, customer needs, reporting gaps, and demand for new capabilities.
• Lead product discovery through user interviews, market research, competitive analysis, and product analytics.
• Translate complex financial concepts, calculations, and data workflows into simple, accurate, and useful product experiences.
• Partner with Engineering and Design to define, scope, and ship high-impact products that test clear hypotheses and improve the customer experience.
• Maintain a focused product backlog and help the team maximize the speed, quality, and impact of its work.
• Evaluate reporting requirements, data dependencies, and vendor capabilities, including market-data partnerships and integrations.
• Work with Customer Success, Market Data, Compliance, and other partners to investigate issues, manage risk, and drive durable solutions.
• Collaborate with Product Marketing and PMs across the Investment Product Group to support adoption of reporting and investment products.
• Monitor product health and customer outcomes, using evidence to prioritize roadmap investments and address systemic issues.
• Use AI-enabled workflows and rapid prototyping where they improve product discovery, communication, or delivery quality

What you bring

• 5+ years of product management experience, preferably in financial technology, investment management, or another data-intensive product environment.
• Strong financial acumen and a genuine interest in investment concepts, portfolio analysis, performance measurement, and reporting standards such as GIPS.
• Experience working with financial, market, or portfolio data and communicating quantitative concepts clearly to different audiences.
• A demonstrated understanding of modern product discovery and product delivery practices.
• Familiarity with market-data providers such as Morningstar is a plus.
• Experience working within a regulated industry, with an appreciation for accuracy, auditability, controls, and operational risk.
• Deep technical literacy and the ability to engage engineers as peers, challenge assumptions, and understand system tradeoffs.
• Exceptional written and verbal communication skills, including the ability to make complex ideas clear and actionable.
• A track record of effective product development work with measurable results.

Location

This role is hybrid and based in San Francisco, Los Angeles, or Dallas, supporting close collaboration with Altruist's product, engineering, and operations t