As a Product Manager focusing on our Advisor products, you will play a pivotal role in the development and launch of our growth platform. The person in this role will act as a key point of connection across the business, including marketing, sales, operations, training and support. The Product Manager is ultimately accountable for the success of their product, from conception to launch and defining future iterations.
Key Responsibilities:
- Product strategy: Develops the product's strategy, roadmap, and features, based on customer needs, competitive intelligence and market research
- Product vision: Defines the product's vision and ensures it delivers value to customers and the business
- Product development: Oversees the product development process, including coordinating with the development team, setting timelines, and ensuring the product meets requirements
- Go-to-market: Works in coordination with Sales and Marketing team to develop positioning and messaging to differentiate the product in the market. Determines the product's price by analyzing market research data, production and sales costs, and other factors.
- Product partnerships: Identifies and manages new and existing product partnerships
Qualifications:
- Bachelor's degree or 10 years’ work experience.
- 5+ years of experience in product management, preferably within the fintech or financial services industry.
- Strong understanding of advisor technology platforms, including trading/rebalancing, CRM, and financial planning tools.
- Proven experience working with cross-functional teams and projects in an agile environment.
- Excellent communication and interpersonal skills, with the ability to work collaboratively with technical and non-technical stakeholders.
- Strong analytical and problem-solving skills.
- Familiarity with project management tools (e.g., Jira, Tempo, Confluence) and methodologies (Agile, Scrum, Waterfall).
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-Hybrid
What the Team is Saying
What We Do
Headquartered outside of Boston, Mass. and founded in 2001, Vestmark is a leading provider of portfolio management/trading solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage and trade customized client portfolios through an innovative SaaS platform. Supporting over $1.5 trillion in assets and more than 5 million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms.
Why Work With Us
Our employees are the reason we've been named Best Places to Work by Boston Business Journal FIVE years in a row! Our thriving hybrid work culture promotes individual growth, team collaboration, and employee wellness. This environment keeps client satisfaction high and employee turn-over low.
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Vestmark, Inc. Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We have a mix of fully remote, hybrid, and in-office employees. We established Tuesdays & Thursdays as collaboration days for hybrid employees.
