VP, Product Management

🏢 Vestmark · 📍 United States (Remote) · 💼 remote us 💰 $200,000 - $200,000 / yr

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Position Summary & Responsibilities

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.

This is a subject-matter-expert role: you will be the definitive product voice and decision-maker for how Vestmark's multi-sleeve, multi-manager portfolio construction, trading, and rebalancing tools work — and how those capabilities get delivered to the wealth management channel (broker-dealers, RIAs, TAMPs, and bank trust programs) as well as the asset managers and overlay managers who operate within them.

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. You know the difference between sleeve-level performance attribution and household-level asset location rebalancing, you understand trading discretion at the account vs. sleeve level, and you can translate that operational fluency into a platform roadmap that scales across dozens of sponsor programs and thousands of accounts.

You will partner closely with engineering and client delivery to design and ship systems that Portfolio Managers want to use, while ensuring those solutions are commercially viable and configurable for Vestmark's wealth management sponsor clients. Given the natural overlap between this role's product surface and Vestmark Advisory Solutions' (VAS) own portfolio management team, you will maintain a strong working relationship with VAS leadership to ensure the roadmap reflects real, day-to-day portfolio management needs.

Responsibilities

Own the product strategy, vision, and roadmap for UMA, SMA, and multi-sleeve portfolio construction, overlay trading, and rebalancing capabilities across the VAST platform.
Translate the operational realities of Portfolio Management — trading discretion, sleeve vs. account-level rebalancing, cash coordination across sleeves, tax overlay management, composite/performance attribution — into

🎯 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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