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 an Account Based Marketing Manager to join our growing marketing team and lead the design and execution of our ABX strategy. This cross-functional role will be instrumental in developing a comprehensive ABX playbook with orchestrated plays executed across GTM teams that resonate with high-value accounts, driving deeper engagement, accelerating pipeline, and increasing revenue.
Your impact
- Design a comprehensive ABX strategy that aligns with the company’s revenue goals and target account segments.
- Define key performance indicators (KPIs) and success metrics for ABX initiatives.
- Partner with sales, operations, and analytics teams to identify and prioritize high-value target accounts based on data, product-market fit, and revenue potential.
- Segment accounts and develop tailored strategies for different tiers (e.g., one-to-one, one-to-few, one-to-many).
- Work closely with cross-channel marketing partners to create and execute highly personalized, multi-channel campaigns, including email, direct mail, digital ads, events, and content.
- Develop compelling messaging and assets tailored to the unique needs and challenges of key segments, personas, and accounts.
- Collaborate closely with the sales team to ensure ABX initiatives are aligned with account planning and sales strategies.
- Work closely with sales enablement to create materials, including account insights, messaging frameworks, and playbooks.
- Leverage ABX tools and platforms to orchestrate campaigns, track engagement, and measure impact.
- Ensure accurate reporting and data hygiene in marketing and CRM systems.
- Monitor the performance of ABX initiatives, analyze campaign data, and provide actionable insights for continuous improvement.
- Present regular updates to key stakeholders, showcasing ROI and impact on pipeline and revenue.
- Stay up to date with industry trends and emerging ABX techniques.
- Establish and document ABX best practices, processes, and frameworks to scale the program effectively.
What you bring
- Experience
- 7+ years of B2B marketing experience, with at least 3 years dedicated to ABX programs.
- Proven success in implementing and scaling ABM strategies in a SaaS environment, preferably within fintech or a related industry.
- Strong understanding of sales and marketing alignment principles and experience working closely with sales teams to achieve shared goals. Sales enablement experience is a plus.
- Exceptional analytical skills with a data-driven mindset and experience measuring ABX performance and ROI.
- Education - Ideally looking for a B.A. / B.S. degree in relevant fields such as marketing, business, or a related field
- Technical aptitude - You’re technologically savvy and have deep knowledge of ABM tools and platforms (e.g., 6sense, Demandbase, Terminus, HubSpot, Salesforce).
- Ownership - The pride you put into every aspect of your work is unparalleled and undeniable
- Superb communication - Intentional dialogue is a superpower. You listen as well as you share your perspective with others.
- Resilience - We’re inspired by your unwavering determination to achieve success, no matter the adversity you face along the way.
- Assurance - Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives.
- Creative problem solving - Identifying the problem is simply not enough. You’re instinctually creative with your approach in finding solutions to roadblocks.
San Francisco, CA salary range
$136,000—$192,000 USD
What we bring
Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.
- A hybrid work schedule to promote strong, in-person collaboration and a healthy work-life-balance.
- Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity. Employees get to enjoy free parking and EV charging, cold-brew and kombucha on tap, a fully stocked pantry with snacks, etc.
- Competitive salary and equity packages
- Premium healthcare, dental, and vision insurance plans
- 401k savings plan with matching contributions and immediate vesting
- Flexible PTO so you can satisfy your passions outside of work
- 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 your 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.)
Total compensation includes a competitive benefits package along with equity in the form of Stock Options (ISOs). A salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.
Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
Top Skills
What We Do
Altruist is on a mission to make independent financial advice better, more affordable, and accessible. We’ve built an all-in-one platform that reduces barriers for financial advisors to deliver great advice. Our software makes advisors more efficient and gives them the freedom to charge less. This means clients pay less, make more, and gain confidence. We want to help tens of millions of people have an amazing experience with their money by supporting thousands of financial professionals.
Why Work With Us
We're helping more people get access to quality financial advice. This means lower costs, no minimums, and full transparency. Our team is passionate about our mission and we love working together. Altruist provides all the usual perks of a tech startup, just no ego or politics. We believe in hiring brilliant, hard-working, nice people (no jerks).
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