Senior Product Specialist, Sales

Altruist • Dallas, TX

3d

About The Position

Altruist is hiring a Senior Product Specialist to join its Client Development team during a period of growth. The role drives adoption of key investment products and helps financial advisors implement portfolio strategies using Altruist’s platform and tools. Focus areas include Model Marketplace, Direct Indexing, Alternatives, Tax Management, and other investment capabilities. The position requires approximately 20–30% travel for advisor trainings, product launch events, conferences, and in-person client meetings.

Working closely with the Investment Strategy Product Group, this role bridges product strategy, product launches, field sales, and advisor adoption. It combines investment-product knowledge, consultative selling, launch execution, and commercial judgment. The specialist also identifies Share of Wallet opportunities connected to launches and adoption programs, supports advisor transitions to Altruist, and provides actionable feedback to product and go-to-market teams.

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 the Investment Strategy Product Group, Sales, Product, Marketing, Operations, Client Success, and Engineering.
• Strong commercial judgment, curiosity, organization, and follow-through.

Nice To Haves

• Series 7 designation.
• Series 63 designation.
• CFA designation.

Responsibilities

• Drive awareness, understanding, adoption, and usage of priority investment products across Altruist’s advisor and client base.
• Build working relationships with the Investment Strategy Product Group and stay aligned on 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 tied 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 advisor confidence and ability to implement portfolio strategies using Altruist’s tools.

Benefits

• Competitive total compensation and a bonus program for eligible roles.
• Premium healthcare, dental, and vision insurance plans (HMO and PPO).
• 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 an annual L&D budget allocation.
• Company perks program with discounts on pet insurance, fitness, cell phone plans, and travel.
• Financial guidance program offering counseling on debt, personal spending, savings and planning goals, and home-purchasing preparedness.
• One-month work-from-anywhere policy, with some country exceptions.
• Amenity-filled office spaces in Culver City, California; San Francisco, California; and Dallas, Texas.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed