Senior Product Specialist, Sales

Altruist•Los Angeles, CA

About The Position

Altruist is seeking a Senior Product Specialist to join its Client Development team during a period of significant growth. The role drives awareness, understanding, adoption, and usage of priority investment products—including Model Marketplace, Direct Indexing, Alternatives, and Tax Management—and helps financial advisors implement portfolio strategies using Altruist’s platform and tools. It bridges product strategy, launches, field sales, and advisor adoption, combining investment-product knowledge, consultative selling, launch execution, and commercial judgment. The position also identifies Share of Wallet opportunities associated with product launches and adoption programs. Regular travel of approximately 20–30% is required for advisor training, launch events, conferences, and in-person client meetings. The specialist works closely with the Investment Strategy Product Group and partners across Sales, Product, Marketing, Operations, Client Success, and Engineering. Responsibilities include supporting product launches and sales readiness, guiding advisors through product applications and workflows, leading demonstrations and training, developing enablement materials, identifying product-led commercial opportunities, capturing field feedback, and monitoring adoption and business outcomes. Success is measured by adoption and usage of priority products, effective product launches and advisor engagement, pipeline and revenue growth, Share of Wallet expansion, advisor transition support, pipeline conversion and retention, actionable product feedback, and positive feedback from advisors and internal partners.

Requirements

Deep experience in product sales, investment product distribution, portfolio consulting, solutions consulting, wealth management, or a similar customer-facing role.
Strong knowledge of investment products and portfolio construction, with experience in areas such as structured notes, options, high-yield cash, model portfolios, Direct Indexing, alternatives, or related strategies.
Ability to explain sophisticated investment concepts clearly to advisors, investment professionals, executives, and other audiences.
Experience supporting product launches, sales enablement, commercialization, or adoption programs.
Strong understanding of consultative selling, advisor workflows, and complex B2B buying processes.
Ability to connect investment products and platform capabilities to practical portfolio applications, business outcomes, and measurable customer value.
Excellent presentation, discovery, writing, training, and storytelling skills.
Comfort working in a matrixed environment with Investment Strategy, Sales, Product, Marketing, Operations, Client Success, and Engineering.
Strong commercial judgment, curiosity, organization, and follow-through.

Nice To Haves

Series 7 license.
Series 63 license.
CFA designation.

Responsibilities

Drive awareness, understanding, adoption, and usage of priority investment products across Altruist’s advisor and client base.
Build strong working relationships with the Investment Strategy Product Group and stay aligned with product strategy, roadmap priorities, launch timing, target users, and commercialization plans.
Support planning and execution of product launches, including sales readiness, positioning, messaging, enablement, advisor communications, and field feedback loops.
Partner with Sales, Product, and Marketing to create coordinated adoption plans.
Help advisors implement portfolio strategies using Altruist’s investment products, workflows, and platform tools.
Translate investment concepts and product capabilities into practical use cases, portfolio applications, advisor workflows, and client outcomes.
Lead or support advisor conversations, product demonstrations, portfolio strategy discussions, training sessions, webinars, and executive presentations.
Identify Share of Wallet opportunities within existing relationships related to product launches, new investment capabilities, or evolving advisor needs.
Support account planning, opportunity qualification, business-case development, pricing discussions, and close plans for product-led opportunities.
Develop product-specific playbooks, messaging, demo flows, objection handling, implementation guidance, and competitive positioning.
Capture advisor feedback, adoption barriers, competitive insights, and recurring implementation needs, and translate them into recommendations for product and go-to-market leaders.
Maintain accurate expectations regarding product capabilities, eligibility, implementation requirements, integrations, risks, and roadmap considerations.
Establish adoption metrics and monitor launch performance, including advisor engagement, product usage, pipeline creation, conversion, retention, and expansion.
Support advisor transitions to Altruist and improve advisors’ confidence and ability to implement portfolio strategies using Altruist’s tools.
Travel approximately 20–30% to support advisor trainings, product launch events, conferences, and in-person client meetings.

Benefits

Premium healthcare insurance plans, including HMO and PPO options.
Dental insurance plans, including HMO and PPO options.
Vision insurance plans, including HMO and PPO options.
401(k) savings plan with a 4% match and immediate vesting.
16 weeks of paid parental leave after one year of employment.
Professional growth and development opportunities, including an employee mobility program and annual learning and development budget allocation.
Company perks program with discounts on pet insurance, fitness, cell phone plans, travel, and other offerings.
Financial guidance program, including counseling on debt, personal spending, savings and planning goals, and home-purchasing preparedness.
One-month work-from-anywhere policy, with some country exceptions.
Bonus program for eligible roles.
Competitive total compensation and benefits package.