📌 Core Information
🔹 Job Title: Product Lifecycle Marketing Manager
🔹 Company: Altruist
🔹 Location: Los Angeles, CA
🔹 Job Type: Hybrid (On-site & Remote)
🔹 Category: Marketing
🔹 Date Posted: May 6, 2025
🔹 Experience Level: 5-10 years
🔹 Remote Status: Hybrid (On-site & Remote)
🚀 Job Overview
Key aspects of this role include:
- Developing and executing segmented lead nurturing strategies to convert prospects into loyal customers.
- Collaborating with cross-functional teams (Product, Sales, Customer Success) to gather insights and drive product adoption.
- Measuring and analyzing product satisfaction, NPS, win rates, and adoption metrics to refine marketing strategies.
- Translating product documentation into positioning and messaging that resonates with advisors and articulates the unique value of Altruist's offers.
- Leading integrated motions to drive product launches at speed with a repeatable and consistent process.
ASSUMPTION: This role requires a strong background in product marketing, lifecycle marketing, and cross-functional collaboration within the B2B financial services, fintech, or SaaS industries.
📋 Key Responsibilities
✅ Develop and execute segmented lead nurturing strategies to convert prospects into loyal customers.
✅ Collaborate with Product, Sales, and Customer Success teams to gather insights, identify opportunities, and close knowledge gaps through research, surveys, and customer interviews.
✅ Track and analyze product satisfaction, NPS, win rates, and adoption metrics to continuously refine marketing strategies and measure business impact.
✅ Translate product documentation from Product Management and Product Design into positioning and messaging that resonates with advisors and articulates the unique value of Altruist's offers.
✅ Lead integrated motions to drive product launches at speed with a repeatable and consistent process, holding yourself and others accountable.
✅ Develop customer-centric content and campaigns that guide advisors through the funnel and maximize engagement.
ASSUMPTION: The ideal candidate will have experience launching new software products with fully integrated plans and execution, exceptional messaging, positioning, and storytelling skills, and strong quantitative and analytical skills.
🎯 Required Qualifications
Education: Bachelor's degree in Marketing, Business Administration, Communications, Advertising, or a related field.
Experience: 5+ years of experience working as a Product Marketing Manager in a B2B financial services, fintech, or SaaS organization.
Required Skills:
- 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.
Preferred Skills:
- Experience with customer segmentation models and cohort-based marketing.
- Knowledge of/experience with financial markets and fintech.
ASSUMPTION: While a degree in a related field is preferred, relevant experience and a strong portfolio may be considered in lieu of formal education.
💰 Compensation & Benefits
Salary Range: $96,000 - $141,000 USD per year. This range is based on market data and internal pay equity considerations. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles.
Benefits:
- 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 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.).
Working Hours: Full-time, with a hybrid work schedule for most positions to promote strong, in-person collaboration and a healthy work-life balance.
ASSUMPTION: The salary range provided is an estimate based on market data and internal pay equity considerations. Actual compensation may vary based on factors such as experience, skill level, internal pay equity, geographic location, and other relevant business considerations.
📌 Applicant Insights
🔍 Company Context
Industry: Altruist is a modern custodian built exclusively for independent financial advisors, combining a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing – all in one streamlined solution. The company aims to make financial advice better, more affordable, and accessible to everyone.
Company Size: Altruist is a mid-sized company with 51-200 employees, providing a dynamic and collaborative work environment.
Founded: Altruist was founded in 2018 and has since grown to serve over 1,800 independent advisors across the U.S.
Company Description:
- Altruist is dedicated to challenging the status quo and making a meaningful impact in the financial advice industry.
- The company values kindness, brilliance, and grit, fostering a culture of collaboration, continuous learning, and resilience.
- Altruist is committed to providing fair, equitable, and competitive compensation by leveraging market data to inform its pay bands and reviewing employee pay regularly.
Company Specialties:
Company Website: https://altruist.com
ASSUMPTION: Altruist's focus on innovation, collaboration, and continuous improvement makes it an attractive workplace for driven and passionate professionals seeking to make a meaningful impact in the financial services industry.
📊 Role Analysis
Career Level: This role is at the senior individual contributor level, with the opportunity to grow into a management position as the company expands.
Reporting Structure: The Product Lifecycle Marketing Manager will report directly to the Head of Marketing and collaborate closely with cross-functional teams, including Product, Sales, and Customer Success.
Work Arrangement: This is a hybrid role, with employees expected to work on-site in Altruist's Culver City, CA, San Francisco, CA, or Dallas, TX offices for a minimum of two days per week.
Growth Opportunities:
- As Altruist continues to grow, there will be opportunities for the Product Lifecycle Marketing Manager to take on additional responsibilities and advance their career within the marketing organization or explore other areas of the business.
- The company offers professional growth and development opportunities, including an employee mobility program and an annual L&D budget allocation for each employee.
ASSUMPTION: This role offers a unique opportunity to make a significant impact on Altruist's growth and success, with ample room for professional development and career advancement.
🌍 Location & Work Environment
Office Type: Altruist's offices are intentionally designed for comfort, collaboration, and productivity, with amenities such as standing desks, ergonomic chairs, and wellness rooms.
Office Location(s): Culver City, CA, San Francisco, CA, and Dallas, TX
Geographic Context:
- Los Angeles, CA: A vibrant and diverse city with a thriving tech industry, offering a mix of urban and suburban living options.
- San Francisco, CA: A major tech hub with a high cost of living, known for its cultural attractions, natural beauty, and diverse neighborhoods.
- Dallas, TX: A large and growing city with a strong job market, affordable cost of living, and a diverse range of cultural and recreational opportunities.
Work Schedule: Full-time, with a hybrid work schedule for most positions to promote strong, in-person collaboration and a healthy work-life balance. Employees are expected to work on-site in Altruist's offices for a minimum of two days per week.
ASSUMPTION: Altruist's hybrid work arrangement offers employees the flexibility to balance their personal and professional lives while maintaining strong, in-person collaboration and a healthy work-life balance.
💼 Interview & Application Insights
Typical Process:
- Online application review
- Phone or video screen with the Talent Acquisition team
- Behavioral and skills-based interviews with cross-functional stakeholders
- Final interview with the Head of Marketing
- Background check and offer extension
Key Assessment Areas:
- Candidates' understanding of Altruist's mission, values, and products
- Candidates' ability to develop and execute segmented lead nurturing strategies
- Candidates' analytical and problem-solving skills
- Candidates' communication and collaboration skills
Application Tips:
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role.
- Be prepared to discuss your approach to lifecycle marketing, cross-functional collaboration, and data-driven decision-making during your interviews.
- Research Altruist's products, mission, and values to demonstrate your enthusiasm for the role and alignment with the company's culture.
- Prepare examples of your past successes in product marketing, lifecycle marketing, and cross-functional collaboration to showcase your skills and experience.
ATS Keywords: Product Marketing, Lifecycle Marketing, Cross-Functional Collaboration, Data-Driven Decision Making, Messaging, Positioning, Content Development, Product Launch, Customer Segmentation, Financial Markets, Fintech
ASSUMPTION: Altruist's interview process is designed to assess candidates' skills, experience, and cultural fit, with a focus on behavioral and situational-based interviews to evaluate candidates' ability to thrive in the role and contribute to the company's success.
🛠️ Tools & Technologies
- Hubspot
- Salesforce
- Amplitude
- Navattic
- Wordpress
- Figma
ASSUMPTION: The ideal candidate will be technologically savvy and able to quickly get up to speed on modern marketing tech stacks, with experience using tools such as Hubspot, Salesforce, Amplitude, Navattic, Wordpress, and Figma.
👔 Cultural Fit Considerations
Company Values:
- Kindness: Kindness doesn't just equal niceness. We listen to understand, embrace diverse perspectives, and approach conflict openly, honestly, and respectfully.
- Brilliance: Humility is our most proud skill. We possess a growth mindset, take ownership in everything we touch, and 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, maintain a sense of urgency, and swiftly adapt to change and overcome obstacles.
Work Style:
- Collaborative: Altruist values a team-oriented approach, with employees working closely together to achieve common goals.
- Data-driven: The company emphasizes the use of data and analytics to inform decision-making and measure business impact.
- Adaptable: Altruist is a fast-growing company that requires employees to be flexible and adaptable to change.
Self-Assessment Questions:
- Do you actively seek out diverse perspectives and actively listen to understand others' viewpoints?
- Are you comfortable working in a fast-paced, dynamic environment and adapting to change?
- Do you possess strong analytical and problem-solving skills, with a passion for data-driven decision-making?
ASSUMPTION: Altruist's culture values kindness, brilliance, and grit, fostering a collaborative, data-driven, and adaptable work environment that prioritizes continuous learning and growth.
⚠️ Potential Challenges
- Working in a fast-paced, dynamic environment may require candidates to be comfortable with ambiguity and adaptable to change.
- Collaborating with cross-functional teams may require strong communication and project management skills to coordinate efforts and ensure alignment with overall business objectives.
- Driving measurable business impact may necessitate candidates to be comfortable with data analysis and reporting, as well as making data-driven decisions.
- Working in a hybrid or remote environment may present unique challenges related to communication, collaboration, and maintaining work-life balance.
ASSUMPTION: While these challenges may present obstacles, they also offer opportunities for professional growth and development, as well as the chance to make a significant impact on Altruist's success.
📈 Similar Roles Comparison
- Compared to other Product Marketing Manager roles, this position places a greater emphasis on lifecycle marketing, cross-functional collaboration, and driving measurable business impact.
- In the fintech industry, Altruist's focus on innovation, collaboration, and continuous improvement sets it apart from more traditional financial services companies.
- Career progression in this role may involve taking on additional responsibilities, managing a team, or exploring other areas of the business, depending on the company's growth and the individual's interests and skills.
ASSUMPTION: This role offers a unique opportunity to make a significant impact on Altruist's growth and success, with ample room for professional development and career advancement.
📝 Sample Projects
- Developing and executing a segmented lead nurturing campaign to convert prospects into loyal customers for Altruist's cash management feature.
- Collaborating with the Product team to gather insights and identify opportunities to improve product adoption for Altruist's tax loss harvesting feature.
- Leading an integrated motion to drive the successful launch of a new product or feature, such as Altruist's upcoming automated rebalancing tool.
ASSUMPTION: These sample projects illustrate the diverse range of responsibilities and opportunities available to the Product Lifecycle Marketing Manager, showcasing the role's impact on Altruist's growth and success.
❓ Key Questions to Ask During Interview
- Can you describe the company's approach to cross-functional collaboration and how this role will work with other teams?
- How does Altruist measure the success of its marketing campaigns, and how will this role contribute to driving measurable business impact?
- What opportunities are there for professional growth and development within the marketing organization or other areas of the business?
- How does Altruist support work-life balance for its employees, particularly in a hybrid or remote work environment?
- Can you provide an example of a time when you had to adapt to a significant change or challenge in a previous role, and how you approached it?
ASSUMPTION: Asking these questions will help candidates better understand the role, the company's culture, and the opportunities for professional growth and development.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role, emphasizing your background in product marketing, lifecycle marketing, and cross-functional collaboration.
- Prepare examples of your past successes in product marketing, lifecycle marketing, and cross-functional collaboration to showcase your skills and experience during your interviews.
- Research Altruist's products, mission, and values to demonstrate your enthusiasm for the role and alignment with the company's culture.
- Follow up with the hiring manager one week after your final interview to express your continued interest in the role and inquire about the status of your application.
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
