Senior Product Manager - Portfolio Reporting for Advisors
altruistMillbrae, CA
Senior Product Manager - Portfolio Reporting for Advisors
altruistMillbrae, CA
today
Industries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesAbout 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.
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JOB OVERVIEW
Experience level
Senior
Location
Millbrae, CA
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
today
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