Senior Product Specialist, Sales

📋 Description

• Drive awareness, understanding, adoption, and usage of priority investment products across
• Build strong working relationships with the Investment Strategy Product Group and stay closely
• Support the planning and execution of key product launches, including sales readiness, positioning
• Partner with Sales, Product, and Marketing to create coordinated adoption plans.
• Help advisors understand how to implement portfolio strategies seamlessly using Altruist’s
• Translate investment concepts and product capabilities into practical use cases, portfolio

🎯 Requirements

• Deep experience in product sales, investment product distribution, portfolio consulting, solutions
• Strong knowledge of investment products and portfolio construction, with experience in areas such
• Ability to explain sophisticated investment concepts clearly to advisors, investment professionals
• Experience supporting product launches, sales enablement, commercialization, or adoption programs.
• Strong understanding of consultative selling, advisor workflows, and complex B2B buying processes.
• Ability to connect investment products and platform capabilities to practical portfolio

🎁 Benefits

• Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our
• Competitive total compensation.
• Premium healthcare, dental, and vision insurance plans (HMO and PPO).
• 401k savings plan with a 4% match and immediate vesting.
• 16 week paid parental leave after one year of employment.
• Professional growth and development opportunities including an employee mobility program and an