Job Description

Join to apply for the Director, Product Marketing role at Altruist .

Altruist is the modern custodian built exclusively for independent financial advisers that combines a selfclearing brokerage firm with intuitive software for account opening, trading, reporting, and billingall 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 cant do it alone. Were seeking exceptional talent to join our team. Thats where you come in!

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.

Altruist is entering a transformative phase of growthand were looking for an experienced Director of Product Marketing to lead and elevate our team. This is a highimpact role at the intersection of strategy, storytelling, and execution. As Director of Product Marketing, youll establish Product Marketing as the strategic hub for advisor, market, and competitive intelligenceensuring insights directly shape how we build, position, and deliver our products. Youll serve as the crossfunctional 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 gotomarket (GTM) lifecyclefrom 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 bestinclass adviser experience.
• Build the insights program. Establish a repeatable cadence for gathering voiceofcustomer (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 highestvalue ideal customer profiles (ICP). Map segmentspecific 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 Altruists external narrativetranslating complex clearing and custody capabilities into adviserfirst benefits. Build messaging frameworks, value props, and proof points tailored to our key segments.
• Own endtoend GTM. Design and drive the companywide GTM processfrom segmentation and positioning to planning, launch, and sales enablement. Lead major launches and crossfunctional alignment. Define success metrics, optimize adoption, and monitor AUM metrics.
• Enable Sales team. Partner with Content to deliver fieldready collateralpitches, webinars, thought leadership, and lead magnetsthat 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 ICPdriven demand gen programs grounded in segment pain points and value props to deliver highquality MQLs.

Required experience and education

• 10+ years in B2B product marketing with leadership roles in highgrowth, latestage 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 PMMs strategic influence with Product, Sales, Marketing, and CS.
• Launch leadership. Track record leading complex, multiproduct launches with measurable results; optimizing GTM endtoendfrom insights and positioning to pricing/packaging, enablement, and postlaunch impact measurement.
• Storytelling excellence. Converts complex data/technology into clear, differentiated, adviserfirst narratives and value propositions.
• Crossfunctional leadership. Builds trust and alignment across Product, Sales, Marketing, CS, and RevOps; adept at orchestrating work across teams.
• Executive presence and communication. Credible with Csuite and board; influences decisions with clear, databacked narratives.

San Francisco, CA salary range

$164,000$226,000 USD

What we bring

Attracting and retaining toptier talent is a priority. We are proud of the culture weve built and are cognizant of the everchanging 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, inperson collaboration and a healthy worklifebalance.
• Stunning, amenityfilled 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, homepurchasing 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

Director

Employment type

Fulltime

Job function

Marketing and Sales

Job Tags

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