VP, Product Management

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🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $200k - $250k / year

⏰ Full Time

🔴 Lead

✅ Product Manager

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Vestmark

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2001

💼 Consulting

⚖️ Legal

📦 Logistics

💰 $11.7M Venture Round on 2017-10

Consulting • Legal • Logistics

Vestmark is a company that provides innovative SaaS solutions for wealth management. Its flagship platform, Vestmark ONE, offers a unified managed account (UMA) solution that simplifies portfolio construction and management. The platform is designed for broker-dealers, asset managers, banks, and registered investment advisors (RIAs), enabling them to deliver customized investment solutions at scale. Vestmark's services include portfolio analytics, advanced trading, rebalancing, tax-sensitive trading, compliance, and risk management. The company also offers outsourced services and a manager marketplace, facilitating efficient portfolio management and better investor outcomes. With over $1. 5 trillion in platform assets and supporting more than 72,000 financial advisors, Vestmark is a leader in the wealth management technology space, continuously recognized for innovation and excellence.

📋 Description

• Own the product strategy, vision, and roadmap for UMA, SMA, and multi-sleeve portfolio construction, overlay trading, and rebalancing capabilities across the VAST platform • Translate Portfolio Management operational realities into prioritized product requirements • Act as the internal subject-matter authority on UMA structures and household-level asset location rebalancing • Partner with engineering and design to architect scalable solutions for wirehouse, broker-dealer, asset manager, and overlay manager workflows • Gather requirements from Portfolio Managers, overlay managers, and asset manager partners and validate solutions before and after delivery • Maintain a strong relationship with Vestmark Advisory Solutions leadership and Portfolio Management • Define and prioritize the product backlog • Represent Vestmark's UMA and portfolio management capabilities in client and prospect conversations, RFPs, and executive business reviews • Partner with Sales, Relationship Management, and Client Delivery to support client adoption and platform scaling • Monitor industry trends in managed accounts, direct indexing, tax management, and multi-manager portfolio construction • Contribute to the growth and development of Vestmark's core values

🎯 Requirements

• 10+ years of experience in product management, portfolio management, or investment technology within wealth management or asset management • Deep understanding of managed account concepts, including sleeves, overlay management, trading discretion, rebalancing engines, tax transition, tax-loss harvesting, and composite performance attribution • Ability to translate complex investment operations concepts into product requirements and user experiences • Experience delivering platform capabilities to wealth management or broker-dealer/RIA/TAMP audiences • Strong track record partnering with engineering and design teams to ship complex, scalable financial technology solutions • Ability to work cross-functionally with service, marketing, sales, and account management teams • Excellent communication and executive presence • Bachelor's degree required • CFA, CIMA, or similar investment credential a plus • Familiarity with optimization and rebalancing tools such as Northfield and BARRA/Axioma • Experience owning products integrating portfolio optimization engines into automated, rules-based trading and rebalancing workflows • Background at a wirehouse, broker-dealer, RIA aggregator, TAMP, or asset manager delivering tax-managed investment solutions

🏖️ Benefits

• Company-paid medical premiums of 90% • Competitive time-off program • Other variable compensation, if eligible • Equal opportunity and inclusive work environment