# Senior Product Manager, Portfolio Reporting at Altruist

- Company: Altruist
- What the company does: The AI-forward wealth platform and custodian that unifies account opening, trading, portfolio management, billing, and reporting. Backed by Insight and ICONIQ.
- Company website: https://altruist.com/
- Type: Startups
- Level: Senior
- Location: San Francisco, CA
- Work setup: On-site
- Posted: 2026-10-05
- Apply by: 2026-11-23
- Apply: https://altruist.com/join-altruist/6217332004?gh_jid=6217332004&utm_source=1752vc&utm_medium=careers
- Page: https://www.1752.vc/careers/jobs/altruist-senior-product-manager-portfolio-reporting-2/

## About the role

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! Found on 1752vc Careers, the job board for startup and VC roles.

## What they're looking for

- Own the strategic direction and long-term roadmap for Altruist’s portfolio reporting experience
- Develop a deep understanding of advisors, end clients, and the investment-management workflows they use to evaluate performance and communicate with clients
- Build a quantitative understanding of product efficacy, customer needs, reporting gaps, and demand for new capabilities
- Lead product discovery through user interviews, market research, competitive analysis, and product analytics
- Translate complex financial concepts, calculations, and data workflows into simple, accurate, and useful product experiences
- Partner with Engineering and Design to define, scope, and ship high-impact products that test clear hypotheses and improve the customer experience

Tags: Product

Source: 1752vc Careers, https://www.1752.vc/careers/jobs/altruist-senior-product-manager-portfolio-reporting-2/