altruist
6 days ago
Product Specialist, Rebalancing
Hybrid · Los Angeles, CA Los Angeles, CA
sql
product
greenhouse
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AI TL;DR
Join Altruist as a Rebalancing Specialist in Los Angeles, where you'll enhance our AI platform for wealth management. You'll work closely with financial advisors to improve rebalancing processes and customer support.
AI match
Clear role · 80/100 against the market band on this page.
Interview prep for this job
- What would you ship in the first month as Product Specialist, Rebalancing at altruist?
- Which tradeoff in the description would you ask about first?
- How do you explain a production incident to this team?
- What would you measure in the first two weeks?
- Which part of your last project maps to this stack?
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Job description
Join Altruist as a Rebalancing Specialist in Los Angeles, where you'll enhance our AI platform for wealth management. You'll work closely with financial advisors to improve rebalancing processes and customer support.
Details
- Los Angeles, CA, hybrid role (3 days in office)
- $113,000—$147,000 USD
- 3+ years experience in finance, preferably in product operations
- Skills: SQL, familiarity with rebalancing and portfolio management
The work
- Become the expert on an optimization-based rebalancer
- Build AI agents for advisor inquiries about rebalance behavior
- Investigate customer-reported bugs and improve onboarding guides
- Monitor automated rebalancing and analyze performance trends