Senior Product Specialist, Sales

Altruist • Los Angeles, CA

3d

About The Position

Altruist is hiring a Senior Product Specialist to join its Client Development team during a period of significant 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.

Working closely with the Investment Strategy Product Group, this person connects product strategy and launches with field sales and advisor adoption. The role combines investment-product expertise, consultative selling, launch execution, and commercial judgment, including identifying Share of Wallet opportunities associated with product launches and adoption programs. Regular travel of approximately 20–30% is required for advisor trainings, 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, Sales, Product, Marketing, Operations, Client Success, and Engineering.
• Strong commercial judgment, curiosity, organization, and follow-through.

Nice To Haves

• Series 7, 63, and CFA designation are strongly preferred.

Responsibilities

• Drive awareness, understanding, adoption, and usage of priority investment products among Altruist’s advisors and clients.
• Maintain close alignment with the Investment Strategy Product Group on 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 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 changing 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.
• Gather 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 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

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

What This Job Offers

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