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 evolve our
business process automation
. In this role, you’ll focus on building capabilities to streamline new client onboarding and automate areas of our internal business processes.
What You’ll Do:
Own the
business process automation
product roadmap — from vision through execution — within Vestmark’s platform
Collaborate across product, engineering, client delivery and UX teams to deliver seamless, user-friendly experiences
Translate user feedback and business goals into clear product requirements
Define key success metrics and continuously evaluate product performance
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
and wealth management workflows
Demonstrated ability to build and iterate on
operational efficiency tools
Exceptional collaboration and communication skills, especially across cross-functional teams
A data-driven mindset with the ability to balance internal operational efficiency gains, advisor needs, platform scalability, and business impact
Familiarity with agile product development and modern SaaS delivery models
*AI \& Technology Knowledge*
Understanding of machine learning concepts, natural language processing, and AI model development lifecycle
Knowledge of wealth management industry, investment advisory services, and RIA operations
Understanding of custodial relationships, trading workflows, and compliance requirements
Strong analytical and problem-solving skills with experience in data-driven decision making
Experience working with data scientists, ML engineers, and AI researchers
Nice to Have:
Experience developing and refining AI-powered capabilities
Bachelor's degree in Computer Science, Data Science, Business, Finance, or related field; Master's degree preferred
Experience with AI/ML product development in regulated industries
Knowledge of direct indexing, tax optimization, and portfolio management concepts enhanced by AI
Familiarity with AI governance frameworks and model risk management
Scrum certification (CSM/CPO) and/or AI product management certifications
Previous experience in client onboarding or implementation roles with automation focus
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.
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 equity-based grants for all new hires, company-paid medical premiums of 90%, a competitive time-off program, and other variable compensation, if eligible.
Salary range: $125,000 USD - $140,000 USD