We are seeking a motivated and curious Product Manager to join our Products team. In this role, you will support the development and enhancement of our investing and wealth management products, working alongside experienced colleagues to deliver meaningful, compliant, and user-centered financial solutions. This is an excellent opportunity for a product professional looking to deepen their fintech expertise and grow within a collaborative, fast-moving environment. The role will by hybrid out of Wakefield, MA or Cambridge, MA location.
Key ResponsibilitiesProduct Development & Roadmap Support
- Contribute to the product roadmap by gathering and synthesizing input from customers, stakeholders, and data.
- Document clear product requirements, user stories, and acceptance criteria in collaboration with senior team members.
- Conduct competitive research and user interviews to surface insights that inform product decisions.
Cross-Functional Collaboration
- Work closely with Engineering, Design, Compliance, and Operations teams to support timely and high-quality product delivery.
- Act as a reliable liaison between business stakeholders and the development team, ensuring alignment throughout the product lifecycle.
- Prepare and present clear product updates to internal stakeholders and team leads.
Execution & Delivery
- Participate actively in agile development ceremonies including refinement, backlog grooming, and retrospectives.
- Track product performance post-launch and assist in identifying areas for improvement based on user feedback and metrics.
- Support the team in managing scope and trade-offs with guidance from senior leadership.
- Apply artificial intelligence to expedite development execution and requirements writing in a responsible manner and aligned with company guidelines.
Regulatory & Compliance Awareness
- Develop a working understanding of relevant financial regulations and compliance considerations as they apply to product features.
- Partner with Compliance and Legal teams to ensure new features meet applicable standards.
Required
- 2-3 years of product management experience, ideally within fintech, financial services, or a technology-driven environment.
- Basic familiarity with investing or wealth management concepts such as account types, portfolios, or advisory services.
- Exposure to agile methodologies and tools such as Jira, Confluence, or similar platforms.
- Strong written and verbal communication skills, with an ability to synthesize information and present it clearly.
- Eagerness to learn, take ownership, and grow in a structured and supportive environment.
Preferred
- Experience contributing to a consumer-facing digital product from discovery through launch.
- Comfort working with data and metrics to support product decisions; basic SQL or BI tool familiarity is a plus.
- Exposure to regulated industries or compliance-sensitive product development.
- Bachelor's degree in Business, Finance, Computer Science, or a related field.
Vestmark is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Vestmark prohibits employment discrimination on the basis of race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status, and genetic information. #LI-TG1 #LI-Hybrid
Vestmark takes a market-based approach to compensation to ensure we pay fairly and competitively. Compensation for this role depends on several factors such as skills, experience, qualifications, job scope and location.
In addition to base salary, Vestmark offers a comprehensive total rewards package, which includes equity-based grants for all new hires, company-paid medical premiums of 90%, a competitive time-off program, and other variable compensation, if eligible.
Top Skills
What the Team is Saying
What We Do
Headquartered outside of Boston, Mass. and founded in 2001, Vestmark is a leading provider of portfolio management/trading solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage and trade customized client portfolios through an innovative SaaS platform. Supporting over $1.5 trillion in assets and more than 5 million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms.
Why Work With Us
Our employees are the reason we've been named a Best Places to Work for several years! Our thriving hybrid work culture promotes individual growth, team collaboration, and employee wellness. This environment keeps client satisfaction high and employee turn-over low.
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Vestmark, Inc. Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We have a mix of fully remote, hybrid, and in-office employees. We established Tuesdays & Thursdays as collaboration days for hybrid employees.
