Altruist
Join to apply for the
Director, Product Marketing
role at
Altruist .
The experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below. Altruist is the modern custodian built exclusively for independent financial advisers that combines a self‑clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing—all in one streamlined solution. Financial advisers 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— but we can’t do it alone. We’re seeking exceptional talent to join our team. That’s where you come in!
Our values
Kindness
– Kindness doesn’t 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 we’re 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 it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.
Altruist is entering a transformative phase of growth—and we’re looking for an experienced
Director of Product Marketing
to lead and elevate our team. This is a high‑impact role at the intersection of strategy, storytelling, and execution. As Director of Product Marketing, you’ll establish Product Marketing as the strategic hub for advisor, market, and competitive intelligence—ensuring insights directly shape how we build, position, and deliver our products. You’ll serve as the cross‑functional orchestrator across
Product, Sales, Marketing, and Customer Success , aligning teams around a shared understanding of our market and customers. You and the team will own the full go‑to‑market (GTM) lifecycle—from market, customer, and competitor insights to messaging, positioning, launch strategy/execution, sales enablement, and KPI measurement. Your leadership will drive how Altruist tells its story, differentiates in the marketplace, and empowers advisers to succeed.
What you will do
Lead the PMM team.
Define clear roles, expectations, and success metrics. Set a high bar for strategic excellence and flawless execution while creating a culture of collaboration and accountability. Maintain a relentless focus on a GTM process that drives a best‑in‑class adviser experience.
Build the insights program.
Establish a repeatable cadence for gathering voice‑of‑customer (VOC) insights, from advisers, prospects, and platform users, as well as win/loss analyses and market intelligence. Translate findings into actionable recommendations that shape product strategy and roadmap. Establish a feedback process between Sales, CS, PMM, and Product to ensure market learnings directly influence GTM decisions.
Create the ICP.
Develop a segmentation framework that identifies our highest‑value ideal customer profiles (ICP). Map segment‑specific needs and pain points to value propositions, use cases, and differentiated benefits that inform GTM strategy, content development, and launch campaigns.
Craft compelling positioning and messaging.
Own Altruist’s external narrative—translating complex clearing and custody capabilities into adviser‑first benefits. Build messaging frameworks, value props, and proof points tailored to our key segments.
Own end‑to‑end GTM.
Design and drive the company‑wide GTM process—from segmentation and positioning to planning, launch, and sales enablement. Lead major launches and cross‑functional alignment. Define success metrics, optimize adoption, and monitor AUM metrics.
Enable Sales team.
Partner with Content to deliver field‑ready collateral—pitches, webinars, thought leadership, and lead magnets—that accelerate pipeline velocity. Measure and optimize performance through asset usage, seller proficiency, influenced pipeline, win rates, and sales cycle improvements.
Drive pipeline.
Collaborate with Growth Marketing to launch ICP‑driven demand gen programs grounded in segment pain points and value props to deliver high‑quality MQLs.
Required experience and education
10+ years in B2B product marketing with leadership roles in high‑growth, late‑stage startups; fintech/wealthtech or adjacent regulated industries preferred.
Proven PMM builder. Demonstrated ability to build and scale a PMM function: hire and develop talent; define roles and career paths; establish operating rhythms, decision frameworks, and quality standards; elevate PMM’s strategic influence with Product, Sales, Marketing, and CS.
Launch leadership. Track record leading complex, multi‑product launches with measurable results; optimizing GTM end‑to‑end—from insights and positioning to pricing/packaging, enablement, and post‑launch impact measurement.
Storytelling excellence. Converts complex data/technology into clear, differentiated, adviser‑first narratives and value propositions.
Cross‑functional leadership. Builds trust and alignment across Product, Sales, Marketing, CS, and RevOps; adept at orchestrating work across teams.
Executive presence and communication. Credible with C‑suite and board; influences decisions with clear, data‑backed narratives.
San Francisco, CA salary range
$164,000—$226,000 USD
What we bring Attracting and retaining top‑tier talent is a priority. We are proud of the culture we’ve 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.
Don’t 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 you’re excited about this role, but your past experience doesn’t 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 Director
Employment type Full‑time
Job function Marketing and Sales
#J-18808-Ljbffr
Director, Product Marketing
role at
Altruist .
The experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below. Altruist is the modern custodian built exclusively for independent financial advisers that combines a self‑clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing—all in one streamlined solution. Financial advisers 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— but we can’t do it alone. We’re seeking exceptional talent to join our team. That’s where you come in!
Our values
Kindness
– Kindness doesn’t 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 we’re 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 it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.
Altruist is entering a transformative phase of growth—and we’re looking for an experienced
Director of Product Marketing
to lead and elevate our team. This is a high‑impact role at the intersection of strategy, storytelling, and execution. As Director of Product Marketing, you’ll establish Product Marketing as the strategic hub for advisor, market, and competitive intelligence—ensuring insights directly shape how we build, position, and deliver our products. You’ll serve as the cross‑functional orchestrator across
Product, Sales, Marketing, and Customer Success , aligning teams around a shared understanding of our market and customers. You and the team will own the full go‑to‑market (GTM) lifecycle—from market, customer, and competitor insights to messaging, positioning, launch strategy/execution, sales enablement, and KPI measurement. Your leadership will drive how Altruist tells its story, differentiates in the marketplace, and empowers advisers to succeed.
What you will do
Lead the PMM team.
Define clear roles, expectations, and success metrics. Set a high bar for strategic excellence and flawless execution while creating a culture of collaboration and accountability. Maintain a relentless focus on a GTM process that drives a best‑in‑class adviser experience.
Build the insights program.
Establish a repeatable cadence for gathering voice‑of‑customer (VOC) insights, from advisers, prospects, and platform users, as well as win/loss analyses and market intelligence. Translate findings into actionable recommendations that shape product strategy and roadmap. Establish a feedback process between Sales, CS, PMM, and Product to ensure market learnings directly influence GTM decisions.
Create the ICP.
Develop a segmentation framework that identifies our highest‑value ideal customer profiles (ICP). Map segment‑specific needs and pain points to value propositions, use cases, and differentiated benefits that inform GTM strategy, content development, and launch campaigns.
Craft compelling positioning and messaging.
Own Altruist’s external narrative—translating complex clearing and custody capabilities into adviser‑first benefits. Build messaging frameworks, value props, and proof points tailored to our key segments.
Own end‑to‑end GTM.
Design and drive the company‑wide GTM process—from segmentation and positioning to planning, launch, and sales enablement. Lead major launches and cross‑functional alignment. Define success metrics, optimize adoption, and monitor AUM metrics.
Enable Sales team.
Partner with Content to deliver field‑ready collateral—pitches, webinars, thought leadership, and lead magnets—that accelerate pipeline velocity. Measure and optimize performance through asset usage, seller proficiency, influenced pipeline, win rates, and sales cycle improvements.
Drive pipeline.
Collaborate with Growth Marketing to launch ICP‑driven demand gen programs grounded in segment pain points and value props to deliver high‑quality MQLs.
Required experience and education
10+ years in B2B product marketing with leadership roles in high‑growth, late‑stage startups; fintech/wealthtech or adjacent regulated industries preferred.
Proven PMM builder. Demonstrated ability to build and scale a PMM function: hire and develop talent; define roles and career paths; establish operating rhythms, decision frameworks, and quality standards; elevate PMM’s strategic influence with Product, Sales, Marketing, and CS.
Launch leadership. Track record leading complex, multi‑product launches with measurable results; optimizing GTM end‑to‑end—from insights and positioning to pricing/packaging, enablement, and post‑launch impact measurement.
Storytelling excellence. Converts complex data/technology into clear, differentiated, adviser‑first narratives and value propositions.
Cross‑functional leadership. Builds trust and alignment across Product, Sales, Marketing, CS, and RevOps; adept at orchestrating work across teams.
Executive presence and communication. Credible with C‑suite and board; influences decisions with clear, data‑backed narratives.
San Francisco, CA salary range
$164,000—$226,000 USD
What we bring Attracting and retaining top‑tier talent is a priority. We are proud of the culture we’ve 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.
Don’t 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 you’re excited about this role, but your past experience doesn’t 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 Director
Employment type Full‑time
Job function Marketing and Sales
#J-18808-Ljbffr