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Product Marketing Manager

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About Altruist

Altruist is the modern custodian built exclusively for independent financial advisors that combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing — all in one streamlined solution. Financial advisors across the U.S. have partnered with Altruist to reduce costs, save time, grow their business, and provide better outcomes for their clients. Our mission is to make financial advice better, more affordable, and accessible to everyone — but we can’t do it alone. We’re seeking exceptional talent to join our team. That’s where you come in!

If you’re passionate about challenging the status quo and making a meaningful impact in the financial advice industry, 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 in the midst of an exceptional growth phase and we’re excited to hire a Product Marketing Manager to join our growing Marketing team. This role sits at the intersection of marketing, product, sales, and customer success, focused on improving customer conversion and product adoption through middle- and bottom-funnel strategies. You’ll be responsible for driving measurable business impact—ensuring our products reach the right advisors, with the right message, at the right time.

Your impact

Customer marketing strategy – Design and execute programs that increase product adoption and revenue growth, ensuring alignment with company goals. Understand and optimize the customer journey, deploying engagement strategies that maximize LTV and retention.
Cross-functional collaboration – Partner with Product, Sales, and Customer Success teams to gather insights, identify opportunities, and close knowledge gaps through research, surveys, and customer interviews.
Data-driven decision-making – Track and analyze product satisfaction, NPS, win rates, and adoption metrics to continuously refine marketing strategies. Measure and report on the business impact of these campaigns.
Messaging and positioning: Translate product documentation from Product Management and Product Design into positioning and messaging that resonates with advisors and articulates the unique value of offer.
Product launches: Lead integrated motions to drive product launched at speed with a repeatable and consistent process, holding yourself and others accountable.
Content development – Develop customer-centric content and campaigns that guide advisors through the funnel and maximize engagement.

What you bring

Experience - 5+ years of experience working as Product Marketing Manager; at a B2B financial services, fintech, or SaaS organization
- Proven experience launching new software products with fully integrated plans and execution
- Exceptional messaging, positioning, and storytelling skills, with a knack for making complex concepts resonate with customers.
- Strong quantitative and analytical skills with a passion for measurement and metrics
Technical aptitude - You’re technologically savvy and can easily get up to speed on modern marketing tech stacks (i.e. Hubspot, Salesforce, Amplitude, Navattic, Wordpress, Figma.)
Ownership - The pride you put into every aspect of your work is unparalleled and undeniable
Outstanding communication - Intentional dialogue is a superpower. You articulate ideas clearly, listen actively, and collaborate effectively.
Resilience - We’re inspired by your unwavering determination to achieve success, no matter the adversity you face along the way.
Assurance - Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives.
Creative problem solving - Identifying the problem is simply not enough. You’re instinctually creative with your approach in finding solutions to roadblocks.
Bonus points if you bring
- Experience with customer segmentation models and cohort-based marketing.
- Knowledge of/experience with financial markets and fintech.

San Francisco, CA salary range

$107,000—$153,000 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.

A hybrid work schedule to promote strong, in-person collaboration and a healthy work-life-balance.
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. Employees get to enjoy free parking and EV charging, cold-brew and kombucha on tap, a fully stocked pantry with snacks, etc.
Competitive salary and equity packages
Premium healthcare, dental, and vision insurance plans
401k savings plan with matching contributions and immediate vesting
Flexible PTO so you can satisfy your passions outside of work
Generous paid parental leave
Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee
Physical and emotional wellness programs that nurture both your mind and body
Company perks program (includes discounts on pet insurance, fitness, cell phone plans, entertainment and travel, etc.)
Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.)

Total compensation includes a competitive benefits package along with equity in the form of Stock Options (ISOs). 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.

Average salary estimate

$130000 / YEARLY (est.)

min

max

$107000K

$153000K

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What You Should Know About Product Marketing Manager, Altruist

Are you ready to make a real impact in the financial advice industry? Join Altruist as a Product Marketing Manager in the vibrant city of San Francisco, CA! At Altruist, we’re on a mission to revolutionize the way independent financial advisors operate by combining self-clearing brokerage with intuitive software for trading, billing, and reporting. We’re looking for someone with a passion for challenging the status quo and making financial advice better and more accessible. In this role, you will be at the intersection of marketing, product development, sales, and customer success. Your main focus will be to create strategies that boost customer conversion and product adoption. You’ll collaborate with cross-functional teams to optimize customer journeys and leverage data-driven insights to refine our marketing efforts. You will also be responsible for translating product features into compelling messaging that resonates with advisors. The journey includes leading smooth product launches, crafting engaging content, and being the voice that articulates the unique value we offer. If you bring over 5 years of experience in product marketing, a knack for storytelling, and an unwavering determination to succeed, we’d love to hear from you. Come join us and be part of a culture that values kindness, brilliance, and grit!

Frequently Asked Questions (FAQs) for Product Marketing Manager Role at Altruist

What qualifications are required for the Product Marketing Manager role at Altruist?

To be considered for the Product Marketing Manager role at Altruist, candidates should have a minimum of 5 years of experience in product marketing, especially within B2B financial services, fintech, or SaaS companies. Proven experience in launching software products, exceptional messaging skills, strong analytical abilities, and the technical savvy to utilize modern marketing tools are crucial for success in this position.