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Altruist
Altruist
Altruist is making financial advice better, more affordable, and accessible to everyone.
Altruist is making financial advice better, more affordable, and accessible to everyone.
June 2025 - Present
Timeline
Senior Product Designer
Role
June 2025 - Present
Timeline
Senior Product Designer
Role
About Altruist
My Role at Altruist
Introduction
Introduction
At Altruist, I design core wealth-infrastructure experiences at the intersection of product, operations, and engineering. My work helps independent financial advisors open accounts, move money, manage retirement workflows, and grow client cash balances. I shape MVP scope, conduct research, map operational workflows, design edge cases, and partner across Product, Engineering, Operations, Compliance, Marketing, and Customer Service to make high-stakes workflows clearer and more predictable.
At Altruist, I design core wealth-infrastructure experiences at the intersection of product, operations, and engineering. My work helps independent financial advisors open accounts, move money, manage retirement workflows, and grow client cash balances. I shape MVP scope, conduct research, map operational workflows, design edge cases, and partner across Product, Engineering, Operations, Compliance, Marketing, and Customer Service to make high-stakes workflows clearer and more predictable.
Transfers & Cashiering
Transfers & Cashiering
I work on the systems that move money and make transfer activity easier to understand. For Transfers 2.0 and the ACAT Transfers Dashboard, I helped shape a visibility-focused MVP for tracking in-flight transfers, statuses, rejection and NIGO details, notes, filtering, and transfer context, informed by advisor, Customer Service, Operations, and ASR research. I’ve also contributed to Remote Check Deposit, automated bank verification, Direct Deposit, Checkwriting, and the Retirement Dashboard relaunch with automated RMDs—designing permissions, review states, operational handoffs, regulatory requirements, and failure recovery alongside the core user flows.
I work on the systems that move money and make transfer activity easier to understand. For Transfers 2.0 and the ACAT Transfers Dashboard, I helped shape a visibility-focused MVP for tracking in-flight transfers, statuses, rejection and NIGO details, notes, filtering, and transfer context, informed by advisor, Customer Service, Operations, and ASR research. I’ve also contributed to Remote Check Deposit, automated bank verification, Direct Deposit, Checkwriting, and the Retirement Dashboard relaunch with automated RMDs—designing permissions, review states, operational handoffs, regulatory requirements, and failure recovery alongside the core user flows.
Accounts
Accounts
Within Accounts, I design experiences that help firms and clients establish and manage new account relationships. My work on Donor-Advised Funds spans advisor research, MVP definition, firm onboarding, account opening, web and mobile experiences, granting, securities journaling, permissions, disclosures, and complex edge cases. I’ve also worked on Bulk Account Upload, including spreadsheet validation, household and client creation, account drafting, beneficiaries, ACAT instructions, and error handling. Across these initiatives, I focus on reducing the cognitive and operational burden of account setup without sacrificing the flexibility and safeguards financial workflows require.
Within Accounts, I design experiences that help firms and clients establish and manage new account relationships. My work on Donor-Advised Funds spans advisor research, MVP definition, firm onboarding, account opening, web and mobile experiences, granting, securities journaling, permissions, disclosures, and complex edge cases. I’ve also worked on Bulk Account Upload, including spreadsheet validation, household and client creation, account drafting, beneficiaries, ACAT instructions, and error handling. Across these initiatives, I focus on reducing the cognitive and operational burden of account setup without sacrificing the flexibility and safeguards financial workflows require.
High-Yield Cash
High-Yield Cash
Within High-Yield Cash, I design growth experiences that help advisors and clients discover, open, fund, and deepen their use of cash accounts. My work includes the recurring-deposit nudge across web and mobile, re-engagement for client-led account-opening non-adopters, Popular Accounts, and the Always-On Promotion. These initiatives combine behavioral research, experimentation, lifecycle messaging, compliance, and launch iteration, with a focus on building confidence from account discovery through funding and recurring behavior.
Within High-Yield Cash, I design growth experiences that help advisors and clients discover, open, fund, and deepen their use of cash accounts. My work includes the recurring-deposit nudge across web and mobile, re-engagement for client-led account-opening non-adopters, Popular Accounts, and the Always-On Promotion. These initiatives combine behavioral research, experimentation, lifecycle messaging, compliance, and launch iteration, with a focus on building confidence from account discovery through funding and recurring behavior.
