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 awareness, 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, product launches, field sales, and advisor adoption, combining investment-product knowledge with consultative selling, launch execution, and commercial judgment. The position also identifies Share of Wallet opportunities connected to product launches and adoption programs.

The role works closely with the Investment Strategy Product Group and partners across Sales, Product, Marketing, Operations, Client Success, and Engineering. It supports product launch planning and execution, advisor enablement and communications, product demonstrations and training, account planning, and product-led opportunities. The position requires approximately 20–30% travel for advisor training, product launch events, conferences, and in-person client meetings.

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 and cross-functional teams.
• 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 working relationships with the Investment Strategy Product Group and stay aligned with product strategy, roadmap priorities, launch timing, target users, and commercialization plans.
• Support product launch planning and execution, including sales readiness, positioning, messaging, enablement, advisor communications, and field feedback loops.
• Partner with Sales, Product, and Marketing to create coordinated product adoption plans.
• Help advisors implement portfolio strategies using Altruist 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 launches, new 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 turn them into actionable recommendations.
• Maintain accurate expectations about 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.

Benefits

• 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 learning and development budget allocation.
• Company perks program with discounts on pet insurance, fitness, cell phone plans, and travel.
• Financial guidance program.
• One-month work-from-anywhere policy, with some country exceptions.
• Bonus program for eligible roles.
• Competitive total compensation and benefits package.

What This Job Offers

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