VP, Product Management

• 10+ years of experience in product management, portfolio management, or investment technology roles within the wealth management or asset management industry
• Deep understanding of managed account concepts: sleeves, overlay management, trading discretion (account vs. sleeve level), rebalancing engines, tax transition/tax-loss harvesting, and composite performance attribution
• Proven ability to translate complex investment operations concepts into product requirements and user experiences for both internal Portfolio Managers and external sponsor/wealth management clients
• Experience delivering platform capabilities to a wealth management or broker-dealer/RIA/TAMP audience (the "wealth channel"), ideally including exposure to multi-manager or model marketplace distribution
• Strong track record partnering with engineering and design teams to ship complex, scalable financial technology solutions. Ability to work with cross-functional teams including service, marketing, sales, account management to understand product requirements and launch new products.
• Excellent communication and executive presence; comfortable presenting to clients, prospects, and senior internal stakeholders
• Bachelor's degree required; CFA, CIMA, or similar investment credential a plus

• Familiarity with optimization and rebalancing tools (e.g., Northfield, BARRA/Axioma) and how they inform sleeve-level and household-level trading decisions
• Experience owning product for platforms that integrate portfolio optimization engines (e.g., Northfield, Barra, or similar) into automated, rules-based trading and rebalancing workflows.
• Background at a wirehouse, broker-dealer, RIA aggregator, TAMP, or an asset manager delivering tax-managed investment solutions.

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-Remote It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Vestmark takes a market-based approach to compensation to ensure we pay fairly and competitively.

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.