Vestmark, Inc.

Vestmark, Inc.

VP, Product Management

United States (Remote) · Vp

Sponsorship not specified$200k-$250kDetected 1 day ago
Product ManagementProduct StrategyAccount ManagementLeadershipCommunicationPublic SpeakingCFA

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odds of building a lasting career here

59Sponsors, lottery-bound
Cap-exempt (no lottery)0
Sponsors this role80
Entry-level history0
PERM / green-card track0
Lottery odds (Level IV)94
Fits your clock70

Sponsors, but it's cap-subject — you still face the weighted lottery (~61% per draw at Level IV). Good if you win; have a cap-exempt backup on your list.

Lottery odds assume a STEM candidate.

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About the role

  • The ideal candidate has built quantitative portfolio management technology solutions for asset managers and deeply understands how UMA sleeve structures, overlay trading, tax management, and rebalancing engines work in practice.
  • Vestmark is an equal opportunity employer.
  • We celebrate diversity and are committed to creating an inclusive environment for all employees.

Responsibilities

  • Partner with engineering and design to architect scalable solutions that serve both large wirehouse/broker-dealer UMA programs and asset manager/overlay manager workflows
  • Work directly with Portfolio Managers, overlay managers, and asset manager partners (both internal at VAS and external sponsor-side clients) to gather requirements and validate solutions before and after delivery
  • Maintain a strong relationship with the Advisory Solutions (VAS) organization, ensuring the product roadmap reflects the needs of Vestmark's own Portfolio Management team as a proving ground for the broader wealth channel
  • Partner with Sales, Relationship Management, and Client Delivery to ensure new and existing wealth management clients can successfully adopt and scale on the platform
  • Contribute to the growth and development of our core values: We Before Me, Positive Energy, Knowledge Explorer, and Own It
  • Strong track record partnering with engineering and design teams to ship complex, scalable financial technology solutions.

Requirements

  • 10+ years of experience in product management, portfolio management, or investment technology roles within the wealth management or asset management industry
  • 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
  • Ability to work with cross-functional teams including service, marketing, sales, account management to understand product requirements and launch new products.
  • 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.
  • 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
  • Background at a wirehouse, broker-dealer, RIA aggregator, TAMP, or an asset manager delivering tax-managed investment solutions.

Nice to have

  • Bachelor's degree required
  • CFA, CIMA, or similar investment credential a plus
  • Preferred Experience

Compensation

  • $200,000 - $250,000 USD
  • 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.

Benefits

  • Own the product strategy, vision, and roadmap for UMA, SMA, and multi-sleeve portfolio construction, overlay trading, and rebalancing capabilities across the VAST platform.

Company info

  • Vestmark is seeking a VP, Product Management to own the strategy and roadmap for the portfolio management capabilities within the Vestmark platform and more specifically Vestmark VAST.
  • VAST is Vestmark's direct indexing and tax-aware portfolio management platform, built to deliver "Personalized Investing at Scale." Managed by Vestmark Advisory Solutions (VAS), VAST combines a proprietary risk-based optimization engine with a rules-driven alerts and trading workflow to personalize and tax-manage thousands of accounts.

Visa & Work Authorization

  • sleeve level, and you can translate that operational fluency into a platform roadmap that scales across dozens of sponsor programs and thousands of accounts
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