Lifecycle Marketing Manager
Altruist
About this role
The Lifecycle Marketing Manager at Altruist is responsible for shaping and executing programs that advance prospects and customers through the funnel to drive growth, conversion, and long-term engagement. This high-impact role partners closely with cross-functional teams to align marketing and sales efforts and to inform broader growth strategy through measurement and insights. The position influences pipeline velocity and customer expansion while contributing to overall marketing strategy.
Skills
About Altruist
altruist.comAltruist is a financial custodian and technology platform built for independent RIAs and wealth managers, positioning itself as a modern, lower‑cost alternative to legacy custodians. It combines custody and brokerage with integrated advisor tools — digital account opening, trading and rebalancing, billing, reporting, and APIs/integrations — so advisors can streamline operations and focus on client advice. Altruist emphasizes simple pricing, developer‑friendly integrations, and client‑facing workflows to reduce administrative friction and speed onboarding.
Recent company news
Ross Gerber's deal to sell Joe Duran a minority stake in his $4-billion RIA fell through, but he took Duran's advice to wean his company off LPL -- and gave Altruist the nod as 'primary custodian'
1 day ago
Altruist lays off 50 employees, but CEO says profitability is in sight
Oct 23, 2025
Sowell Management Embraces AI, Adds Altruist as Enterprise Custodial Partner
1 week ago
Altruist Adds AI Tax Planning to Hazel Platform
1 month ago
Financial Services Stocks Tank After Altruist’s AI Announcement
1 month ago
About Altruist
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Altruist.
Salary
$96k – $141k
per year