Altruist
Join to apply for the
Senior Product Manager, Billing
role at
Altruist Join to apply for the
Senior Product Manager, Billing
role at
Altruist 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 butwe cant do it alone. Were seeking exceptional talent to join our team. Thats where you come in! 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 butwe cant do it alone. Were seeking exceptional talent to join our team. Thats where you come in!
If youre passionate about challenging the status quo and making a meaningful impact in the financial advice industry, wed love to meet you!
But first, our values
Kindness
- Kindness doesnt
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 were 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 its hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.
The opportunity
Altruist is in the midst of an exceptional growth phase and were excited to hire a Senior Product Manager to lead the evolution of our Billing product. This role will be instrumental in transforming our billing platform into a best-in-class solution for modern wealth management. You will own the roadmap and delivery of billing features that are critical to our advisors workflows and our companys long-term success. This position requires strategic thinking, strong technical acumen, and a deep understanding of advisor needs and financial services infrastructure.
Your impact
Own and drive the end-to-end product lifecycle for the billing platformfrom strategy and roadmap to execution and delivery Conduct deep discovery through market research, competitive analysis, advisor interviews, and data insights to ensure our billing product addresses real-world advisor pain points and unlocks new value Prioritize and manage the billing product backlog, ensuring that the team remains focused on high-impact initiatives and delivery milestones Collaborate closely with engineering, design, compliance, and customer-facing teams to build scalable, intuitive billing solutions across various business models (e.g. AUM, subscription, fixed-fee) Partner with our support, success, and operations teams to investigate issues and optimize the billing experience for internal teams and end users Lead initiatives to improve billing accuracy, transparency, and flexibilitykey pillars of a trusted wealth-tech billing engine Ensure the platform adheres to regulatory and audit standards while delivering exceptional usability and performance Contribute to strategic planning around pricing, invoicing, reconciliation, and revenue recognition capabilities Define and track key metrics to measure adoption, performance, and customer satisfaction
What You Bring
Experience - 4-10 years of experience as a Product Manager in modern fintech, SaaS, or B2B, preferably with direct ownership of platform-level systems in complex or regulated environments Project Execution - Proven ability to break down big ideas into rapid, iterative releases, with a strong track record of delivering simple, scalable products that drive measurable business and customer impact Data Fluency - A data-driven approach with sharp analytical skills; able to dissect financial data and use key metrics to guide product decisions in complex systems Risk Mitigation - Strong judgment in identifying operational risks earlyespecially in areas like data reconciliationand proactively designing solutions to mitigate them Technical Aptitude - Comfortable discussing architectural decisions with engineers, understanding backend systems, and translating technical tradeoffs into customer-facing outcomes Ownership - You take full responsibility for your product's success and are resilient in the face of ambiguity or challenges Strategy - Deep systems thinking and strong product intuition; skilled at navigating ambiguity, influencing cross-functional teams, and creating clarity across technical and non-technical stakeholders Bonus points if you bring Experience with billing engines, fee calculation logic, and integrations with accounting or custodial systems Familiarity with advisor fee structures, custodial billing practices, and compliance requirements in the RIA/broker-dealer space Knowledge of wealth management operations, portfolio management systems (PMS), or advisor platforms
Los Angeles, CA salary range
$158,000$203,000 USD
What We Bring
Attracting and retaining top-tier talent is a priority. We are proud of the culture weve 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.
Dont 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 youre excited about this role, but your past experience doesnt 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.
Seniority level
Seniority level
Mid-Senior level Employment type
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Full-time Job function
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Senior Product Manager, Billing
role at
Altruist Join to apply for the
Senior Product Manager, Billing
role at
Altruist 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 butwe cant do it alone. Were seeking exceptional talent to join our team. Thats where you come in! 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 butwe cant do it alone. Were seeking exceptional talent to join our team. Thats where you come in!
If youre passionate about challenging the status quo and making a meaningful impact in the financial advice industry, wed love to meet you!
But first, our values
Kindness
- Kindness doesnt
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 were 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 its hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.
The opportunity
Altruist is in the midst of an exceptional growth phase and were excited to hire a Senior Product Manager to lead the evolution of our Billing product. This role will be instrumental in transforming our billing platform into a best-in-class solution for modern wealth management. You will own the roadmap and delivery of billing features that are critical to our advisors workflows and our companys long-term success. This position requires strategic thinking, strong technical acumen, and a deep understanding of advisor needs and financial services infrastructure.
Your impact
Own and drive the end-to-end product lifecycle for the billing platformfrom strategy and roadmap to execution and delivery Conduct deep discovery through market research, competitive analysis, advisor interviews, and data insights to ensure our billing product addresses real-world advisor pain points and unlocks new value Prioritize and manage the billing product backlog, ensuring that the team remains focused on high-impact initiatives and delivery milestones Collaborate closely with engineering, design, compliance, and customer-facing teams to build scalable, intuitive billing solutions across various business models (e.g. AUM, subscription, fixed-fee) Partner with our support, success, and operations teams to investigate issues and optimize the billing experience for internal teams and end users Lead initiatives to improve billing accuracy, transparency, and flexibilitykey pillars of a trusted wealth-tech billing engine Ensure the platform adheres to regulatory and audit standards while delivering exceptional usability and performance Contribute to strategic planning around pricing, invoicing, reconciliation, and revenue recognition capabilities Define and track key metrics to measure adoption, performance, and customer satisfaction
What You Bring
Experience - 4-10 years of experience as a Product Manager in modern fintech, SaaS, or B2B, preferably with direct ownership of platform-level systems in complex or regulated environments Project Execution - Proven ability to break down big ideas into rapid, iterative releases, with a strong track record of delivering simple, scalable products that drive measurable business and customer impact Data Fluency - A data-driven approach with sharp analytical skills; able to dissect financial data and use key metrics to guide product decisions in complex systems Risk Mitigation - Strong judgment in identifying operational risks earlyespecially in areas like data reconciliationand proactively designing solutions to mitigate them Technical Aptitude - Comfortable discussing architectural decisions with engineers, understanding backend systems, and translating technical tradeoffs into customer-facing outcomes Ownership - You take full responsibility for your product's success and are resilient in the face of ambiguity or challenges Strategy - Deep systems thinking and strong product intuition; skilled at navigating ambiguity, influencing cross-functional teams, and creating clarity across technical and non-technical stakeholders Bonus points if you bring Experience with billing engines, fee calculation logic, and integrations with accounting or custodial systems Familiarity with advisor fee structures, custodial billing practices, and compliance requirements in the RIA/broker-dealer space Knowledge of wealth management operations, portfolio management systems (PMS), or advisor platforms
Los Angeles, CA salary range
$158,000$203,000 USD
What We Bring
Attracting and retaining top-tier talent is a priority. We are proud of the culture weve 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.
Dont 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 youre excited about this role, but your past experience doesnt 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.
Seniority level
Seniority level
Mid-Senior level Employment type
Employment type
Full-time Job function
Job function
Product Management and Marketing Referrals increase your chances of interviewing at Altruist by 2x Sign in to set job alerts for Senior Product Manager roles.
Los Angeles, CA $240,000.00-$725,000.00 2 weeks ago Product Manager, Member Spaces and Inputs
Los Angeles, CA $120,000.00-$515,000.00 2 weeks ago Los Angeles, CA $240,000.00-$725,000.00 2 weeks ago Los Angeles, CA $202,000.00-$277,000.00 2 weeks ago Product Operations Manager, TikTok Core Experiences
Los Angeles, CA $110,223.00-$248,400.00 2 weeks ago Glendale, CA $114,900.00-$154,100.00 1 week ago Los Angeles, CA $96,000.00-$138,000.00 2 weeks ago Product Operations Manager - Creator Growth - TikTok LIVE
Product Operation Manager - Content and Creator Ecosystem
Los Angeles, CA $83,600.00-$192,534.00 2 weeks ago Glendale, CA $85,000.00-$150,000.00 3 weeks ago Los Angeles, CA $83,600.00-$192,534.00 2 weeks ago Santa Monica, CA $147,000.00-$259,000.00 1 week ago City of Industry, CA $65,000.00-$90,000.00 3 weeks ago Product Manager, CloudKitchens - Los Angeles
Product Operations Manager, Governance & Experience - Local Services (Los Angeles)
Los Angeles, CA $83,600.00-$192,534.00 3 weeks ago Los Angeles, CA $181,500.00-$200,000.00 2 weeks ago Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr