Product Owner (AdvisorTech)

Posted 2 Days Ago
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Wakefield, MA
Hybrid
3-5 Years Experience
Fintech • Software
Personalized Investing at Scale®
The Role
Product Owner role at Vestmark requiring 3-5 years of software product management experience, knowledge of agile methodologies, and strong communication skills. Responsibilities include defining product vision, prioritizing features, communicating with clients, running user tests, analyzing the market, and collaborating with cross-functional teams. Qualifications include a bachelor's degree, financial services industry experience, technical proficiency, and familiarity with agile practices.
Summary Generated by Built In

Vestmark is actively seeking a Product Owner to work hybrid out of our Wakefield, MA office. As a member of our Products team, you will be a key contributor within our organization, responsible for the translation of customer and user needs into actionable requirements for Engineering, bringing these solutions to market. You will work with a team of software engineers to design, build, and maintain robust, scalable, and efficient product. This role requires superb communication skills, with a passion for solving problems. If you are a Product Owner or Product Manager with 3+ years of experience, we encourage you to apply for this dynamic role. Join our organization and play a key part in shaping the future of our product.

Responsibilities:

  • Defining the product vision: setting the vision and direction for a product, and guiding the team to bring that vision to life. 
  • Prioritizing product features: collect and prioritize the features that need to be implemented, and continuously manage the product backlog.
  • Communicating with clients: act as a spokesperson for the client, identifying and prioritizing their needs and requirements. 
  • Running user tests: collect initial feedback from clients, and make adjustments based on technical requirements and developer questions. 
  • Analyzing the market: track market trends and the competitive landscape, identifying opportunities for differentiation.
  • Technology Evaluation: Evaluate and recommend new tools, technologies, and processes to improve product capabilities.
  • Documentation: Ensure thorough documentation of new capabilities and promote best practices for documentation.
  • Cross-functional Collaboration: Collaborate with other engineering teams, product managers, and stakeholders to align product development with business objectives. Create and maintain detailed project plans and Gantt charts that outline timelines and milestones. Report weekly project updates and status such as “On Track” or “Behind Schedule”. Allocate and manage resources to meet project deliverables, ensuring coordination with other teams as needed. Establish clear, measurable goals and success criteria for project milestones. This involves setting target dates, providing status updates against those dates, and ensuring team accountability for meeting these commitments. Serve as a point of contact on behalf of Product, ensuring stakeholders are informed of progress, risks and changes to the plan.

Qualifications:

  • Bachelor's degree or equivalent work experience.
  • 3-5 years of proven experience in software product management, SaaS (software as a service) experience preferred.
  • Financial services industry experience highly preferred, particularly AdvisorTech.
  • Strong technical proficiency in relevant technologies and tools.
  • Excellent problem-solving skills and a results-oriented mindset.
  • Strong communication and interpersonal skills.
  • Familiarity with agile methodologies and traditional project management.
  • Contribute to the growth and development of our core values: We Before Me, Positive Energy, Knowledge Explorer, and Own It

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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The Company
HQ: Wakefield, MA
400 Employees
Hybrid Workplace
Year Founded: 2001

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 Best Places to Work by Boston Business Journal FIVE years in a row! 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.

Typical time on-site: 3 days a week
HQWakefield, MA
Our company is conveniently located in Wakefield just north of Boston. We also offer a hybrid work option for those who are more comfortable at home.

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