Vestmark
Overview
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 help drive the next evolution of our
performance reporting capabilities . In this role, you’ll focus on taking our intuitive, accurate, and scalable reporting platform to the next level. Empower advisors to communicate investment performance to their clients with clarity and confidence. This position can be hybrid out of Wakefield or Cambridge. What You’ll Do
Own the
performance reporting
product roadmap — from vision through execution — within Vestmark’s Advisor Suite platform Collaborate across product, engineering, and UX teams to deliver seamless, advisor-friendly experiences Translate market trends, advisor feedback, and business goals into clear product requirements Define key success metrics and continuously evaluate product performance Partner directly with clients and with our client-facing teams to understand needs and communicate product enhancements effectively 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 , wealth management workflows, and performance reporting (e.g., TWR, IRR, benchmarks) Demonstrated ability to build and iterate on
client reporting tools
or performance analytics solutions Exceptional collaboration and communication skills, especially across cross-functional teams A data-driven mindset with the ability to balance advisor needs, platform scalability, and business impact Familiarity with agile product development and modern SaaS delivery models Nice to Have
Experience with portfolio accounting or performance systems such as Orion, Tamarac, or Addepar Understanding of compliance and regulatory considerations around performance reporting (e.g., GIPS) Comfort working with large-scale data sets and data visualization tools 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. Seniority level
Mid-Senior level Employment type
Full-time Job function
Product Management and Marketing Industries Software Development
#J-18808-Ljbffr
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 help drive the next evolution of our
performance reporting capabilities . In this role, you’ll focus on taking our intuitive, accurate, and scalable reporting platform to the next level. Empower advisors to communicate investment performance to their clients with clarity and confidence. This position can be hybrid out of Wakefield or Cambridge. What You’ll Do
Own the
performance reporting
product roadmap — from vision through execution — within Vestmark’s Advisor Suite platform Collaborate across product, engineering, and UX teams to deliver seamless, advisor-friendly experiences Translate market trends, advisor feedback, and business goals into clear product requirements Define key success metrics and continuously evaluate product performance Partner directly with clients and with our client-facing teams to understand needs and communicate product enhancements effectively 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 , wealth management workflows, and performance reporting (e.g., TWR, IRR, benchmarks) Demonstrated ability to build and iterate on
client reporting tools
or performance analytics solutions Exceptional collaboration and communication skills, especially across cross-functional teams A data-driven mindset with the ability to balance advisor needs, platform scalability, and business impact Familiarity with agile product development and modern SaaS delivery models Nice to Have
Experience with portfolio accounting or performance systems such as Orion, Tamarac, or Addepar Understanding of compliance and regulatory considerations around performance reporting (e.g., GIPS) Comfort working with large-scale data sets and data visualization tools 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. Seniority level
Mid-Senior level Employment type
Full-time Job function
Product Management and Marketing Industries Software Development
#J-18808-Ljbffr