Vestmark's Client Delivery organization is looking for a Project Manager to join our Project Management team, part of the Vestmark PMO. Our PMO blends Agile and traditional methodologies to plan, coordinate, and oversee client-facing product and tool rollouts from kickoff through go-live — managing scope, timeline, risk, and resource allocation while keeping internal and external stakeholders aligned. In this role, you will lead rollouts of new Vestmark products and capabilities to advisor and network-partner clients, drive cross-functional readiness (Engineering, Products, QA, Advisory Consultants, Production Support), and build the reporting and templates that keep leadership and the broader team informed. You will work closely with Client Delivery leadership, Product, and client-facing teams to ensure every engagement starts with clear ownership, defined acceptance criteria, and transparent, consistent reporting.
Essential Job Functions
- Plan, lead, and coordinate end-to-end rollouts of new Vestmark products and tools to clients — from internal kickoff and Product Readiness review, through Client Buy-In and training, to Internal Readiness and go-live — ensuring no workstream falls through the cracks.
- Create and maintain detailed project plans, timelines, and Go/No-Go checklists; report regular project status (e.g., "On Track," "At Risk," "Behind Schedule") to stakeholders and Client Delivery leadership.
- Facilitate communication and drive accountability across cross-functional teams (Engineering, Products, QA, Advisory Consultants, Client Delivery, Production Support), including running or contributing to recurring stakeholder alignment meetings.
- Build and maintain reporting and dashboards (e.g., pipeline/AUM tracking, rollout status) to give leadership clear, timely visibility into project health and risk.
- Develop, maintain, and continuously improve PMO templates, playbooks, and best practices (e.g., rollout templates, issue/blocker trackers, post-launch review templates) to standardize how the team delivers projects.
Other Duties and Responsibilities
- Participate in internal product education sessions (e.g., Product Spotlights) to stay current on the Vestmark product roadmap and represent Client Delivery's perspective.
- Support ad hoc reporting and analysis requests from Client Delivery leadership.
- Other duties as assigned.
Preparation, Knowledge, Skills & Abilities
- Bachelor's degree is required.
- 4+ years of project management experience; experience in financial services, wealth management, or SaaS technology environments is a plus.
- Familiarity with traditional project management practices.
- Demonstrated ability to manage multiple concurrent workstreams, timelines, and stakeholder groups with strong attention to detail.
- Strong written and verbal communication skills; comfortable presenting status and driving discussion with both technical and business stakeholders.
- Experience with project and collaboration tools such as Jira and Confluence preferred.
- Self-starter who can build structure and process where none exists, and proactively identify, escalate and help plan mitigation of risks.
- Contribute to the growth and development of our core values: We Before Me, Positive Energy, Knowledge Explorer, and Own It.
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, company-paid medical premiums of 90%, a competitive time-off program, and other variable compensation, if eligible.
Skills Required
- Bachelor's degree
- 4+ years of project management experience
- Familiarity with traditional project management practices
- Ability to manage multiple concurrent workstreams, timelines, and stakeholder groups
- Strong written and verbal communication skills
- Experience presenting status and driving discussions with technical and business stakeholders
- Experience with Jira and Confluence
- Experience in financial services, wealth management, or SaaS technology environments
What the Team is Saying
Vestmark, Inc. Compensation & Benefits Highlights
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Healthcare Strength — Health coverage is highlighted as a strong point, with heavy employer premium contributions, multiple plan options, and low out-of-pocket costs. Dental, vision, disability, life insurance, and assistance programs broaden the offering.
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Leave & Time Off Breadth — Time off policies are described as generous, starting with several weeks of vacation plus sick time and company holidays. Vacation increases with tenure and is complemented by additional paid leave types.
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Retirement Support — Retirement benefits include a 401(k) with employer matching and options for both traditional and Roth contributions. The match structure and plan options are presented clearly, supporting long-term savings.
Vestmark, Inc. Insights
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.
