Associate Product Manager

🏢 Vestmark · 📍 Boston, MA (Hybrid) · 💼 hybrid 💰 $90,000 - $90,000 / yr
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Position Summary & Responsibilities

Vestmark is seeking a motivated and curious Associate Product Manager to join our Products team. In this role, you will support the development and enhancement of our investing and wealth management products, working alongside experienced colleagues to deliver meaningful, compliant, and user-centered financial solutions. You will also take on product owner responsibilities for a workstream, partnering closely with our Vestmark Outsourced Services (VOS) team to understand internal back-office operations and help build the internal efficiency tools. This is an excellent opportunity for a product professional looking to deepen their fintech expertise and grow within a collaborative, fast-moving environment. The role will be hybrid out of our Boston, MA office.

Key Responsibilities

Product Development & Roadmap Support

  • Contribute to the product roadmap by gathering and synthesizing input from customers, stakeholders, and data.
  • Document clear product requirements, user stories, and acceptance criteria in collaboration with senior team members.
  • Conduct competitive research and user interviews to surface insights that inform product decisions.
  • Identify opportunities to unify user workflows across platform capabilities, incorporating AI-based functionality.

Product Owner Responsibilities

  • Own and maintain the product backlog for assigned workstreams, ensuring stories are well-defined, estimable, and ready for development.
  • Prioritize and sequence the backlog based on business value, dependencies, and stakeholder input, making day-to-day trade-off calls and escalating larger scope decisions to senior leadership.
  • Write and refine detailed user stories, acceptance criteria, and definition of done, serving as the primary point of contact for engineering questions during a sprint.
  • Maintain epic- and release-level tracking in Jira/Confluence, keeping status, risks, and blockers visible to cross-functional partners.

Internal Operations & VOS Partnership

  • Work closely with the Vestmark Outsourced Services team to understand day-to-day back-office operations
  • Translate operational pain points into clear problem statements and product requirements that support internal efficiency and automation initiatives
  • Partner with the Efficiency and Automation team and VOS leadership to prioritize and scope internal tool
🎯 Candidate Preparation Guide For Vestmark Applicants

Key Role Competencies & Evaluation Highlights

Key Role Focus:

Deep fintech domain expertise in wealth management, portfolio accounting, and scalable SaaS infrastructure for financial institutions.

📋 Preparation Priorities (Key Areas to Clarify):
  • 1. Ignorance of basic wealth management terminology and advisory workflows
  • 2. Suggesting risky 'move fast and break things' strategies for financial ledger systems
  • 3. Inexperience with high-security enterprise SaaS integrations
✨ Recommended Role Alignment Hook:

I modernize wealth management technology platforms to deliver frictionless portfolio accounting and scalable advisory services.

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