At Vestmark, we’re on a mission to enable financial institutions and advisors to deliver better outcomes for their clients. As a leader in portfolio management solutions, we’re seeking a Product Manager to evolve our business process automation. In this role, you’ll focus on building capabilities to streamline new client onboarding and automate areas of our internal business processes. This position can be hybrid out of Wakefield or Cambridge.
What You’ll Do:
- Own the business process automation product roadmap — from vision through execution — within Vestmark’s platform
- Collaborate across product, engineering, client delivery and UX teams to deliver seamless, user-friendly experiences
- Translate user feedback and business goals into clear product requirements
- Define key success metrics and continuously evaluate product performance
- Contribute to the growth and development of our core values: We Before Me, Positive Energy, Knowledge Explorer, and Own It.
What You Bring:
- 5+ years of product management experience, ideally in wealthtech, fintech, or financial services
- Strong domain knowledge of advisor technology and wealth management workflows
- Demonstrated ability to build and iterate on operational efficiency tools
- Exceptional collaboration and communication skills, especially across cross-functional teams
- A data-driven mindset with the ability to balance internal operational efficiency gains, advisor needs, platform scalability, and business impact
- Familiarity with agile product development and modern SaaS delivery models
- AI & Technology Knowledge
- Understanding of machine learning concepts, natural language processing, and AI model development lifecycle
- Knowledge of wealth management industry, investment advisory services, and RIA operations
- Understanding of custodial relationships, trading workflows, and compliance requirements
- Strong analytical and problem-solving skills with experience in data-driven decision making
- Experience working with data scientists, ML engineers, and AI researchers
Nice to Have:
- Experience developing and refining AI-powered capabilities
- Bachelor's degree in Computer Science, Data Science, Business, Finance, or related field; Master's degree preferred
- Experience with AI/ML product development in regulated industries
- Knowledge of direct indexing, tax optimization, and portfolio management concepts enhanced by AI
- Familiarity with AI governance frameworks and model risk management
- Scrum certification (CSM/CPO) and/or AI product management certifications
- Previous experience in client onboarding or implementation roles with automation focus
Why Vestmark?
- Join a trusted innovator in the wealth management space with over two decades of experience
- Help shape the future of advisor-client engagement through better reporting and insights
- Thrive in a culture that values collaboration, transparency, and innovation
- Enjoy competitive compensation, equity opportunities, and a flexible work environment
If you're passionate about delivering high-impact tools that help advisors build trust and drive better client outcomes, we’d love to hear from you.
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.
