Senior Product Manager - Portfolio Reporting for Advisors

Posted yesterday

altruistMillbrae (CA)

Financial and Investment Analysts Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

Altruist is seeking a Senior Product Manager to lead the Portfolio Reporting Experience, turning complex market data into clear, actionable insights for advisors and clients. You will own strategy and roadmap, collaborating with Product, Engineering, Design, and Compliance to elevate the reporting experience. You will excel at customer empathy, quantitative thinking, and communicating complex investment concepts clearly, in a regulated financial environment.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.