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Product Lifecycle Marketing Manager

Product Lifecycle Marketing Manager

AltruistEncino, CA, US
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Product Lifecycle Marketing Manager

Altruist is the modern custodian built exclusively for independent financial advisors that combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billingall in one streamlined solution. Financial advisors across the U.S. have partnered with Altruist to reduce costs, save time, grow their business, and provide better outcomes for their clients. Our mission is to make financial advice better, more affordable, and accessible to everyonebut we can't do it alone. We're seeking exceptional talent to join our team. That's where you come in!

If you're passionate about challenging the status quo and making a meaningful impact in the financial advice industry, we'd love to meet you!

Kindness doesn't just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully. Brilliancehumility 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. Gritwhen 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.

The Opportunity

Altruist is in the midst of an exceptional growth phase and we're excited to hire a Product Lifecycle Marketing Manager to join our growing Marketing team. This role sits at the intersection of marketing, product, sales, and customer success, focused on improving customer conversion and product adoption through middle- and bottom-funnel strategies. You'll be responsible for driving measurable business impactensuring our products reach the right advisors, with the right message, at the right time.

Your impact

  • Lifecycle marketingdevelop and execute segmented lead nurturing strategies to convert prospects into loyal customers. You'll design and continuously optimize lifecycle marketing programsleveraging email, in-product messaging, and collaboration with product and salesto drive deeper product adoption for features like cash management, tax loss harvesting, and trading.
  • Cross-functional collaborationpartner with Product, Sales, and Customer Success teams to gather insights, identify opportunities, and close knowledge gaps through research, surveys, and customer interviews.
  • Data-driven decision-makingtrack and analyze product satisfaction, NPS, win rates, and adoption metrics to continuously refine marketing strategies. Measure and report on the business impact of these campaigns.
  • Messaging and positioningtranslate product documentation from Product Management and Product Design into positioning and messaging that resonates with advisors and articulates the unique value of offer.
  • Product launcheslead integrated motions to drive product launched at speed with a repeatable and consistent process, holding yourself and others accountable.
  • Content developmentdevelop customer-centric content and campaigns that guide advisors through the funnel and maximize engagement.

What you bring

  • Experience5+ years of experience working as Product Marketing Manager; at a B2B financial services, fintech, or SaaS organization
  • Proven experience launching new software products with fully integrated plans and execution

  • Exceptional messaging, positioning, and storytelling skills, with a knack for making complex concepts resonate with customers.
  • Strong quantitative and analytical skills with a passion for measurement and metrics
  • Educationideally looking for a B.A. / B.S. degree in relevant fields such as Marketing, Business Administration, Communications, Advertising, etc.
  • Technical aptitudeyou're technologically savvy and can easily get up to speed on modern marketing tech stacks (Hubspot, Salesforce, Amplitude, Navattic, Wordpress, Figma.)
  • Ownershipthe pride you put into every aspect of your work is unparalleled and undeniable
  • Outstanding communicationintentional dialogue is a superpower. You articulate ideas clearly, listen actively, and collaborate effectively.
  • Resiliencewe're inspired by your unwavering determination to achieve success, no matter the adversity you face along the way.
  • Assuranceyour confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives.
  • Creative problem solvingidentifying the problem is simply not enough. You're instinctually creative with your approach in finding solutions to roadblocks.
  • Bonus points if you bring
  • Experience with customer segmentation models and cohort-based marketing.

  • Knowledge of / experience with financial markets and fintech.
  • Los Angeles, CA salary range $96,000 - $141,000 USD

    What we bring

    Attracting and retaining top-tier talent is a priority. We are proud of the culture we've built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.

  • A hybrid work schedule for most positions to promote strong, in-person collaboration and a healthy work-life-balance.
  • Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.
  • Competitive pay, as well as equity for eligible positions
  • Premium healthcare, dental, and vision insurance plans
  • 401k savings plan with matching contributions and immediate vesting
  • Generous paid parental leave
  • Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee
  • Physical and emotional wellness programs that nurture both your mind and body
  • Company perks program (includes discounts on pet insurance, fitness, cell phone plans, entertainment and travel, etc.)
  • Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.)
  • Total compensation includes a competitive benefits package along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.

    Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

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