Product Manager, Billing

About Altruist

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 billing — all 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 everyone — but 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!

But first, our values

Kindness - 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.

Brilliance - 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.

Grit - 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.

The opportunity

Altruist is in the midst of an exceptional growth phase and we’re excited to hire a Product Manager to lead the evolution of our Billing product. This role will be instrumental in transforming our billing platform into a best-in-class solution for modern wealth management. You will own the roadmap and delivery of billing features that are critical to our advisors’ workflows and our company’s long-term success. This position requires strategic thinking, strong technical acumen, and a deep understanding of advisor needs and financial services infrastructure.

Your impact

• Own and drive the end-to-end product lifecycle for the billing platform—from strategy and roadmap to execution and delivery.
• Conduct deep discovery through market research, competitive analysis, advisor interviews, and data insights to ensure our billing product addresses real-world advisor pain points and unlocks new value.
• Prioritize and manage the billing product backlog, ensuring that the team remains focused on high-impact initiatives and delivery milestones.
• Collaborate closely with engineering, design, compliance, and customer-facing teams to build scalable, intuitive billing solutions across various business models (e.g. AUM, subscription, fixed-fee).
• Partner with our support, success, and operations teams to investigate issues and optimize the billing experience for internal teams and end users.
• Lead initiatives to improve billing accuracy, transparency, and flexibility—key pillars of a trusted wealth-tech billing engine.
• Ensure the platform adheres to regulatory and audit standards while delivering exceptional usability and performance.
• Contribute to strategic planning around pricing, invoicing, reconciliation, and revenue recognition capabilities.
• Define and track key metrics to measure adoption, performance, and customer satisfaction.

What you bring

• Experience - 4+ years of experience as a Product Manager in modern fintech, SaaS, or B2B, preferably with direct ownership of platform-level systems in complex or regulated environments.
• Project Execution - Proven ability to break down big ideas into rapid, iterative releases, with a strong track record of delivering simple, scalable products that drive measurable business and customer impact.
• Data Fluency - A data-driven approach with sharp analytical skills; able to dissect financial data and use key metrics to guide product decisions in complex systems.
• Risk Mitigation - Strong judgment in identifying operational risks early—especially in areas like data reconciliation—and proactively designing solutions to mitigate them.
• Technical Aptitude - Comfortable discussing architectural decisions with engineers, understanding backend systems, and translating technical tradeoffs into customer-facing outcomes.
• Ownership - You take full responsibility for your product's success and are resilient in the face of ambiguity or challenges.
• Strategy - Deep systems thinking and s