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 help drive the next evolution of our performance reporting capabilities.
In this role, you’ll focus on taking our intuitive, accurate, and scalable reporting platform to the next level. Empower advisors to communicate investment performance to their clients with clarity and confidence. This position can be hybrid out of Wakefield or Cambridge.
What You’ll Do:
- Own the performance reporting product roadmap — from vision through execution — within Vestmark’s Advisor Suite platform
- Collaborate across product, engineering, and UX teams to deliver seamless, advisor-friendly experiences
- Translate market trends, advisor feedback, and business goals into clear product requirements
- Define key success metrics and continuously evaluate product performance
- Partner directly with clients and with our client-facing teams to understand needs and communicate product enhancements effectively
- 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, wealth management workflows, and performance reporting (e.g., TWR, IRR, benchmarks)
- Demonstrated ability to build and iterate on client reporting tools or performance analytics solutions
- Exceptional collaboration and communication skills, especially across cross-functional teams
- A data-driven mindset with the ability to balance advisor needs, platform scalability, and business impact
- Familiarity with agile product development and modern SaaS delivery models
Nice to Have:
- Experience with portfolio accounting or performance systems such as Orion, Tamarac, or Addepar
- Understanding of compliance and regulatory considerations around performance reporting (e.g., GIPS)
- Comfort working with large-scale data sets and data visualization tools
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
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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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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.
