Senior Product Specialist, Sales
Core
Drive adoption of Altruist's key investment products (Model Marketplace, Direct Indexing, Alternatives, Tax Management) for financial advisors and help them implement portfolio strategies using the platform.
Role type
Senior Product Specialist (Sales)
Builds
Adoption of investment products and portfolio strategies for financial advisors
Domain
Wealth management / Investment products
Deliverable
product features
Required skills
Investment product distribution, portfolio consulting, consultative selling, product launch execution, commercial judgment, complex B2B buying processes, presentation skills, training, storytelling
Preferred skills
Series 7, 63, CFA designation
Technologies
Altruist platform, Model Marketplace, Direct Indexing, Alternatives, Tax Management
Responsibilities
Drive awareness and adoption of priority investment products across the advisor base, support planning and execution of key product launches, partner with Sales and Product to create adoption plans, lead advisor conversations and training sessions, identify Share of Wallet opportunities, develop product playbooks and demo flows, capture advisor feedback for product strategy, establish and monitor adoption metrics.
Seniority
Senior, hands-on IC