Altruist operates a vertically integrated platform combining self‑clearing brokerage, custody, and advisory software for RIAs, offering account opening, trading (fractional/fixed‑income), model management, rebalancing, reporting, billing, and client mobile apps.
<div class="content-intro"><p><span style="text-decoration: underline;"><strong>About Altruist</strong></span></p> <p>Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.</p> <p>We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!</p> <p><span style="text-decoration: underline;"><strong>But first, our values</strong></span></p> <p style="padding-left: 40px;"><strong>Kindness</strong> - Kindness doesn’t <em>just</em> equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.<br><br><strong>Brilliance</strong> - 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.<br><br><strong>Grit</strong> - 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.</p></div><p><span style="font-weight: 400;"><span style="text-decoration: underline;"><strong>About Hazel</strong></span></span></p> <p>Hazel is building the AI engine for wealth management that unlocks 10x growth, efficiency and value for financial advisors and their clients in a regulated industry. Since its launch last September, Hazel has organically and rapidly grown its user base. Hazel is a part of Altruist’s broader mission to make financial advice better, more affordable, and accessible to all.</p> <p><em><strong>*This role is hybrid, with four in-office days per week at our San Francisco FiDi location.</strong></em></p> <p><span style="font-weight: 400;"><span style="text-decoration: underline;"><strong>The opportunity</strong></span></span></p> <p>Hazel is one of the fastest-growing AI products in wealth management, and compounding user growth is the single biggest lever in our business. We're hiring a PM to own the PLG engine end to end: how advisors discover Hazel, sign up, get to their first "wow" moment, stick around, invite their teams, pay us, and expand their usage over time.</p> <p>You will be the DRI for the full user lifecycle. You'll set the growth strategy, define the metrics that matter, run a high-velocity experiment program, and ship the loops that turn a curious advisor into a power user and a paying customer into an advocate. This is a rare chance to build the growth function from the ground up inside a category-defining AI product, with a clear path to meaningful business impact in the first quarter.</p> <p><span style="text-decoration: underline;"><strong>Your impact</strong></span></p> <ul> <li>Own the full PLG funnel across sign up, onboarding, activation, retention, sharing, monetization, and expansion. Define each stage, instrument it, identify the biggest leaks, and ship the experiments that move the numbers.</li> <li>Make activation a science. Define what a great first session looks like for an advisor, then design and ship the in-product experiences that get a new user to value as fast as possible.</li> <li>Build viral and team-based growth loops. Find the natural sharing moments, design referral and invite mechanics, and turn every paying customer into a distribution channel.</li> <li>Drive monetization. Partner with the broader product and finance teams on pricing, packaging, paywalls, and upgrade paths. Increase free-to-paid conversion, ARPU, and expansion revenue without compromising the user experience.</li> <li>Stand up the Hazel customer community. Build a space where paying advisors share workflows, templates, and wins. Use it as a retention moat, a feedback channel, and a top-of-funnel engine.</li> <li>Partner deeply across the team. Work with Sales and Marketing to sharpen segmentation, build top-of-funnel demand, and communicate the value prop with precision. Work with Design and Engineering to craft experiences that feel magical and remove every unnecessary barrier to adoption.</li> </ul> <p><span style="text-decoration: underline;"><strong>What you bring</strong></span></p> <ul> <li>7+ years in product, with at least 3 years owning growth at a consumer or PLG product company that has scaled meaningfully. You've shipped experiments that moved real metrics and you can speak to them with specifics.</li> <li>A rigorous mind. You can take a vague business goal, decompose it into a tree of sub-problems, identify the highest-leverage node, and design a test that moves things forward.</li> <li>A bias to execution and velocity. You'd rather ship a directionally correct experiment this week than a perfect one next quarter. You know that the learning rate is the moat.</li> <li>Fluency with data. You can vibe code, write your own SQL, navigate PostHog without help, and build the analysis you need rather than waiting on someone else. You also have the judgment to know when the data is thin and intuition needs to lead.</li> <li>Excellent product taste and craft. You care about the details of the experience. You understand that growth and quality are not in tension when done right.</li> <li>Strong written and verbal communication. You can rally a cross-functional team behind a strategy and a number.</li> </ul> <p><span style="text-decoration: underline;"><strong>Bonus points</strong></span></p> <ul> <li>Experience growing a B2C or prosumer product from the early stages through significant scale.</li> <li>Experience with