Senior Product Manager - Portfolio Reporting for Advisors

Altruist; San Francisco (CA); Hybrid; 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

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.