Headquartered in Wakefield, MA, Vestmark has been a leading technology platform provider delivering wealth management and investment advisory solutions since 2001. Backed by Purple Arch Ventures.
About the role
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.
What they're looking for
- Basic familiarity with investing or wealth management concepts such as account types, portfolios, or advisory services
- Exposure to agile methodologies and tools such as Jira, Confluence, or similar platforms
- Strong written and verbal communication skills, with an ability to synthesize information and present it clearly
- Eagerness to learn, take ownership, and grow in a structured and supportive environment
- Comfort partnering with internal operations teams to learn manual, process-heavy workflows and translate them into product requirements
More about this role
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.
- 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...
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