Product Marketing Manager, Investment Products

San Francisco, CA (Hybrid)

$107K/yr – $153K/yrMid Level3+ years exp

Posted 4 months ago

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Job Summary

Drive product marketing and GTM execution for a high-growth B2B fintech platform, coordinating insights, messaging, launches, and sales enablement.

  • Must-have: 3+ years in B2B product marketing at high-growth startups.
  • Standout: End-to-end GTM planning with asset creation and stakeholder approvals.
  • Own cross-functional GTM, including messaging, enablement, and lifecycle programs.

Job Description

Responsibilities

  • Customer and market insights: Own qualitative, quantitative, and competitive research; translate insights into clear ICP definitions, segmentation, and actionable GTM strategies.
  • Positioning and messaging: Develop positioning frameworks, value propositions, and messaging for core products and platform capabilities; ensure consistency and clarity across all customer-facing touchpoints.
  • Launch management: Lead end-to-end GTM planning and execution for new features and product initiatives; partner with Design to produce high-quality launch and sales assets; manage stakeholder reviews and approvals.
  • Growth and lifecycle programs: Partner with Product and Marketing to design and execute prospecting, onboarding, and lifecycle programs across web, email, webinars, and events; continuously experiment to reduce time-to-value and increase adoption.
  • Measurement and optimization: Partner with Product and BI to define success metrics, build dashboards, monitor performance, and quickly act on insights to improve KPIs.
  • Thought leadership: Collaborate with Comms and Content to develop narratives, POVs, and content that reinforce Altruist's product leadership and differentiation.
  • Sales enablement: Equip Sales and customer-facing teams with compelling collateral such as one-pagers, pitch decks, and case studies; create feedback loops to inform product and marketing strategy.
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ALTRUIST

4.1 Glassdoor

Altruist is the platform of choice for RIAs who want better outcomes, responsive service, lower fees, and more time to do the real work of advising clients. We offer intuitive software for account opening, trading, reporting, billing, and over 22 integrations, empowering advisors of all sizes to grow and scale client-centric practices. Since launch in 2018, we’ve grown to the third-largest custodian by advisors served, with nearly 5,000 advisors trusting us to safeguard client assets.

Founded in 2018
Culver City, California, USA
838 employees (34 in marketing)
85% recommend to a friend

Traffic Signals

Monthly Visitors
311K
Monthly Google Ads Budget
$63.5K
Traffic Source Mix
Search
17.4%
Direct
75.8%
Referral
4.4%
Social
1.8%
Paid
0.5%

Headcount Trend

Current headcount: ~845

Marketing Team

Marketing Team Size
22 (3% of company)
Marketing Roles Posted (Last 30 Days)
2

Funding

Total Funding
$601.5M
Last Raise
$152M
Series F, 11 months ago

Funding History

  • Apr 2025
    Series F • $152M
  • May 2024
    Series E • $169M
  • Apr 2023
    Series D • $112M

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