Responsibilities

Altruist is in the midst of an exceptional growth phase, and we’re excited to hire a Senior Product Specialist to join our Client Development team. In this role, you will drive the adoption of Altruist’s key investment products and help advisors implement portfolio strategies seamlessly using Altruist’s platform and tools. This role will focus on products such as Model Marketplace, Direct Indexing, Alternatives, Tax Management, and other capabilities that expand the value Altruist delivers to advisors and their clients. This role requires regular travel (approximately 20–30%) to support advisor trainings, product launch events, conferences, and in-person client meetings.
This person will be closely tied to the Investment Product Group and will serve as a critical bridge between product strategy, product launches, field sales, and advisor adoption. The role combines investment-product fluency, consultative selling, launch execution, and commercial judgment. It will also be responsible for identifying additional Share of Wallet opportunities tied to key product launches and adoption programs.
Drive awareness, understanding, adoption, and usage of priority investment products across Altruist’s advisor and client base.
Build strong working relationships with the Investment Strategy Product Group and stay closely aligned to product strategy, roadmap priorities, launch timing, target users, and commercialization plans.
Support the planning and execution of key product launches, 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 understand how to implement portfolio strategies seamlessly 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 additional Share of Wallet opportunities within existing relationships tied to product launches, new investment capabilities, or evolving 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.

Senior Product Specialist, Sales at Altruist · LumiJobs

Senior Product Specialist, Sales

Responsibilities

Benefits

Company

Altruist

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