---
title: 'Project Manager at Vestmark, Inc.'
canonical: 'https://feeny.ai/job/project-manager-vestmark-inc-wakefield-4neagwx15m8c'
type: 'job'
last_seen: '2026-11-07'
---

# Project Manager at Vestmark, Inc.

- **Company:** Vestmark, Inc.
- **Location:** Wakefield, MA
- **Compensation:** $95k–$120k
- **Posted:** 2026-10-19
- **Last confirmed live:** 2026-11-07
- **Apply:** https://job-boards.greenhouse.io/vestmark/jobs/8283663

## Job description

Vestmark's Client Delivery organization is looking for a Project Manager to join our Project Management team, part of the Vestmark PMO.  Our PMO blends Agile and traditional methodologies to plan, coordinate, and oversee client-facing product and tool rollouts from kickoff through go-live — managing scope, timeline, risk, and resource allocation while keeping internal and external stakeholders aligned. In this role, you will lead rollouts of new Vestmark products and capabilities to advisor and network-partner clients, drive cross-functional readiness (Engineering, Products, QA, Advisory Consultants, Production Support), and build the reporting and templates that keep leadership and the broader team informed. You will work closely with Client Delivery leadership, Product, and client-facing teams to ensure every engagement starts with clear ownership, defined acceptance criteria, and transparent, consistent reporting.

Essential Job Functions

- Plan, lead, and coordinate end-to-end rollouts of new Vestmark products and tools to clients — from internal kickoff and Product Readiness review, through Client Buy-In and training, to Internal Readiness and go-live — ensuring no workstream falls through the cracks.
- Create and maintain detailed project plans, timelines, and Go/No-Go checklists; report regular project status (e.g., "On Track," "At Risk," "Behind Schedule") to stakeholders and Client Delivery leadership.
- Facilitate communication and drive accountability across cross-functional teams (Engineering, Products, QA, Advisory Consultants, Client Delivery, Production Support), including running or contributing to recurring stakeholder alignment meetings.
- Build and maintain reporting and dashboards (e.g., pipeline/AUM tracking, rollout status) to give leadership clear, timely visibility into project health and risk.
- Develop, maintain, and continuously improve PMO templates, playbooks, and best practices (e.g., rollout templates, issue/blocker trackers, post-launch review templates) to standardize how the team delivers projects.

Other Duties and Responsibilities

- Participate in internal product education sessions (e.g., Product Spotlights) to stay current on the Vestmark product roadmap and represent Client Delivery's perspective.
- Support ad hoc reporting and analysis requests from Client Delivery leadership.
- Other duties as assigned.

Preparation, Knowledge, Skills & Abilities

- Bachelor's degree is required.
- 4+ years of project management experience; experience in financial services, wealth management, or SaaS technology environments is a plus.
- Familiarity with traditional project management practices.
- Demonstrated ability to manage multiple concurrent workstreams, timelines, and stakeholder groups with strong attention to detail.
- Strong written and verbal communication skills; comfortable presenting status and driving discussion with both technical and business stakeholders.
- Experience with project and collaboration tools such as Jira and Confluence preferred.
- Self-starter who can build structure and process where none exists, and proactively identify, escalate and help plan mitigation of risks.
- Contribute to the growth and development of our core values: We Before Me, Positive Energy, Knowledge Explorer, and Own It.

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 $95,000—$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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