Supports roadmap development and product enhancement for investing and wealth management solutions. Owns the backlog for assigned workstreams, writes requirements and user stories, prioritizes features, and partners with Engineering, Design, Compliance, Operations, and VOS teams. Translates back-office workflows into internal efficiency tools, participates in agile ceremonies, tracks product performance, and supports compliant, user-centered delivery using AI responsibly.

Lead product strategy and roadmap for Vestmark VAST portfolio management capabilities (UMA, SMA, multi-sleeve, overlay trading, rebalancing). Serve as subject-matter expert translating portfolio management operations into prioritized requirements, partner with engineering, design, and client delivery, engage portfolio managers and sponsor clients, and represent product in client/RFP/executive conversations to drive adoption across wealth management channels.