Sr. Marketing Program Manager
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 entering an exciting phase, and we're looking for a Director of Growth Marketing to join our Marketing team. As the Director of Growth Marketing you'll play a key part in establishing Altruist as the category defining brand in the custodial services space. You'll be leading a number of functions that collectively will drive awareness, demand, new customer acquisition, and revenue.
Your impact
- Collaborate with and unify cross-functional teams, including sales, product, design, content, customer success, to manage the creation and execution of compelling, insights-driven go-to-market plans.
- Oversee the development and execution of integrated marketing campaigns and initiatives, including content creation, email marketing, social media, webinars, events, and advertising, to effectively reach and engage target audiences at a positive ROI.
- Monitor the review and approval process for marketing materials to ensure brand and regulatory compliance.
- Collaborate with internal stakeholders to define and track key performance indicators (KPIs) and drive progress toward departmental goals
- Assist in defining, creating, and monitoring budgets for marketing campaigns and initiatives.
- Improve operational efficiency of growth initiatives to drive the performance and scale of the programs effectively (eg Tech Collection and Advisor Referral Program)
What you bring
- Experience - 5+ years of experience working as Marketing Program Manager or in a go-to-market function at a B2B financial services, fintech, or SaaS organization
- Proven track record leading cross-functional projects from inception to completion
- Ability to identify process and organizational inefficiencies and drive improvements
- Exceptional project management skills
- Education - Ideally looking for a B.A. / B.S. degree in relevant fields such as Marketing, Business Administration, Communications, Advertising, etc.
- Technical aptitude - You’re technologically savvy and can easily get up to speed on modern 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
- Superb communication - Intentional dialogue is a superpower. You listen as well as you share your perspective with others.
- 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.
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 for most positions 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.
- Competitive pay, as well as equity for eligible positions
- Premium healthcare, dental, and vision insurance plans
- 401k savings plan with matching contributions and immediate vesting
- 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) 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.
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Are you an innovative thinker with a passion for marketing? Altruist is looking for a Sr. Marketing Program Manager to join our dynamic team in San Francisco, CA. At Altruist, we're more than just a custodian for independent financial advisors; we're on a mission to transform financial advice, making it accessible and affordable for everyone. As a Sr. Marketing Program Manager, you will be instrumental in shaping Altruist's category-defining brand in custodial services. You’ll collaborate with diverse teams across sales, product, and design to create impactful go-to-market strategies and integrated marketing campaigns that resonate with our audience. In this role, you'll manage everything from content creation and email marketing to social media and events, ensuring that our marketing efforts are not only engaging but also yield a solid return on investment. Your ability to navigate projects from inception to execution will be crucial as you track KPIs and optimize marketing budgets. If you’re excited about using your creativity and strategic thinking to make a difference in the financial sector, we want to hear from you! Join us to drive awareness, demand, and growth while being part of a culture that values kindness, brilliance, and resilience. Let’s work together to help financial advisors excel and, in turn, provide better outcomes for their clients!
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The way money should feel.
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