---
title: 'Associate Product Manager at Vestmark, Inc.'
canonical: 'https://feeny.ai/job/associate-product-manager-vestmark-inc-boston-3g6e2ed2em48'
type: 'job'
last_seen: '2026-09-05'
---

# Associate Product Manager at Vestmark, Inc.

- **Company:** Vestmark, Inc.
- **Location:** Boston, MA
- **Compensation:** $90k–$120k
- **Work type:** hybrid
- **Posted:** 2026-08-28
- **Last confirmed live:** 2026-09-05
- **Apply:** https://job-boards.greenhouse.io/vestmark/jobs/8157279

## Job description

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 tooling investments

Cross-Functional Collaboration

- Work closely with Engineering, Design, Compliance, and Operations teams to support timely and high-quality product delivery.
- Act as a reliable liaison between business stakeholders and the development team, ensuring alignment throughout the product lifecycle.
- Prepare and present clear product updates to internal stakeholders and team leads.

Execution & Delivery

- Participate actively in agile development ceremonies including refinement, backlog grooming, and retrospectives.
- Track product performance post-launch and assist in identifying areas for improvement based on user feedback and metrics.
- Support the team in managing scope and trade-offs with guidance from senior leadership.
- Apply artificial intelligence to expedite development execution and requirements writing in a responsible manner and aligned with company guidelines.

Regulatory & Compliance Awareness

- Develop a working understanding of relevant financial regulations and compliance considerations as they apply to product features.
- Partner with Compliance and Legal teams to ensure new features meet applicable standards.

## Qualifications

Required

- 2-3 years of product management experience, ideally within fintech, financial services, or a technology-driven environment; experience acting as a product owner (backlog ownership, sprint ceremonies, acceptance criteria) is a plus.
- 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.

## Preferred

- Experience contributing to a consumer-facing digital product from discovery through launch.
- Comfort working with data and metrics to support product decisions; basic SQL or BI tool familiarity is a plus.
- Exposure to regulated industries or compliance-sensitive product development.
- Prior exposure to back-office, operations, or business process outsourcing (BPO) environments.
- Bachelor’s degree in Business, Finance, Computer Science, or a related field.

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. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.  #LI-TG1 #LI-Hybrid

Vestmark takes a market-based approach to compensation to ensure we pay fairly and competitively. Compensation for this role depends on several factors such as skills, experience, qualifications, job scope and location.

In addition to base salary, Vestmark offers a comprehensive total rewards package, which includes, company-paid medical premiums of 90%, a competitive time-off program, and other variable compensation, if eligible.

Salary range $90,000—$120,000 USD

## About Vestmark, Inc.

## Company Overview
- **One-liner**: Vestmark provides a unified wealth management platform and outsourced services that enable financial institutions and advisors to manage and trade customized client portfolios at scale.
- **Entity Type**: Private (Privately Held)
- **Headquarters**: Wakefield, Massachusetts, USA
- **Founded**: 2001
- **Founders**: Not publicly available

## Core Business
- Primary industry: Wealth management technology (Wealthtech)
- Target customers: B2B – broker-dealers, banks, RIAs, asset managers, and financial advisors
- Mission/Purpose: “Personalized Investing at Scale” – helping firms grow AUM, add accounts, expand teams, and extend new offerings through a scalable, tax-aware platform.

## Products & Services
- **VestmarkONE**: Unified wealth management platform for portfolio management, trading, rebalancing, and tax optimization.
- **Vestmark VAST**: Outsourced portfolio management solution launched in 2023.
- **Advisor Suite**: Intuitive, right-sized tools for advisor teams to scale client management and onboarding.
- **Model Marketplace**: A curated marketplace connecting advisors to 1,900+ strategies from 290+ asset managers.
- **Tax-Managed UMA**: Unified managed account incorporating alternative investments and tax-loss harvesting (launched 2025).
- **Pulse**: AI-powered tool (launched 2026) to enhance advisor efficiency and decision-making.
- **Vestmark Advisory Solutions**: Outsourced advisory services that surpassed $50 billion in AUM (2026).

## Market Standing
- **Valuation/Market Cap**: Not disclosed (privately held)
- **Key Metric**: Over $2 trillion in assets on platform, supporting 5+ million investor accounts and 72,000+ financial advisors.
- **Notable Investors/Partners**: BlackRock (custom model portfolio partnership, 2024); also partners with leading asset managers and financial institutions.
- **Growth Signals**: Vestmark Advisory Solutions grew fivefold in 18 months; opened the Vestmark Center for AI Research and Development in 2026; named “Wealthtech Firm of the Year” by Wealth Solutions Report.

## Competitive Advantages
- **Scale & Longevity**: 20+ years of real-world testing, supporting some of the largest U.S. wealth programs.
- **Unified Platform**: Combines portfolio management, trading, tax optimization, and advisor tools in one system.
- **Private Ownership**: Allows long-term focus without public market pressure.
- **AI Innovation**: Dedicated AI research center and product (Pulse) to stay ahead of industry complexity.
- **Trusted Client Base**: Loyal, long-term clients provide stability and deep domain insight.

## Strategic Focus
- **AI & Automation**: Investing in AI to streamline advisor workflows and portfolio personalization.
- **Expanding Outsourced Services**: Growing Vestmark Advisory Solutions and VAST to capture more AUM.
- **Tax & Alternative Investments**: Enhancing tax-managed UMAs and incorporating alternatives to meet advisor demand.
- **Partnership Ecosystem**: Deepening integrations with BlackRock and other asset managers to expand model marketplace.

## Why Work Here
- **Culture**: Named one of Boston’s “100 Best Midsize Places to Work”; hybrid, inclusive, high-trust environment.
- **Work Model**: Hybrid – Tuesdays and Thursdays as collaboration days in the Wakefield, MA office; some fully remote roles available.
- **Benefits**: 90% medical premium contribution, HSA with company contribution, 401(k) match (50% of first 8%), 15 vacation days (accruing to more), 10 sick days, 12 holidays, on-site gym, wellness programs, and discount perks.
- **Growth**: Mentorship, career mobility, leadership development, and a strong intern-to-full-time pipeline.
- **Impact**: Work on a platform powering $2 trillion in assets, solving real-world wealth management challenges.
- **Diversity**: Equal opportunity employer committed to an inclusive environment.

## Sources
1. [vestmark.com/company](https://www.vestmark.com/company)
2. [vestmark.com/careers](https://www.vestmark.com/careers)
3. [vestmark.com](https://www.vestmark.com/)
4. [job-boards.greenhouse.io/vestmark](http://job-boards.greenhouse.io/vestmark)
5. [builtin.com/company/vestmark-inc](https://builtin.com/company/vestmark-inc)

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