VP, Product Management

This is a fully remote position, open to applicants in United States.

📋 Description

• Take charge of the product strategy, vision, and roadmap for UMA, SMA, and multi-sleeve portfolio construction, overlay trading, and rebalancing functionalities across the VAST platform.

• Convert Portfolio Management operational realities into prioritized product specifications.

• Serve as the internal expert on UMA structures and household-level asset location rebalancing.

• Collaborate with engineering and design teams to develop scalable solutions for wirehouse, broker-dealer, asset manager, and overlay manager workflows.

• Collect requirements from Portfolio Managers, overlay managers, and asset manager partners, and validate solutions both before and after implementation.

• Sustain a strong partnership with Vestmark Advisory Solutions leadership and Portfolio Management.

• Define and prioritize the product backlog effectively.

• Represent Vestmark's UMA and portfolio management capabilities during client and prospect discussions, RFPs, and executive business reviews.

• Collaborate with Sales, Relationship Management, and Client Delivery to facilitate client adoption and expand the platform.

• Keep abreast of industry trends in managed accounts, direct indexing, tax management, and multi-manager portfolio construction.

• Contribute to the advancement and nurturing of Vestmark's core values.

⛳️ Requirements

• 10+ years of experience in product management, portfolio management, or investment technology within the wealth management or asset management sectors.

• Profound understanding of managed account concepts, including sleeves, overlay management, trading discretion, rebalancing engines, tax transition, tax-loss harvesting, and composite performance attribution.

• Ability to translate intricate investment operations concepts into product specifications and user experiences.

• Experience in delivering platform capabilities to wealth management or broker-dealer/RIA/TAMP audiences.

• Proven track record of collaborating with engineering and design teams to launch complex, scalable financial technology solutions.

• Capability to work cross-functionally with service, marketing, sales, and account management teams.

• Exceptional communication skills and executive presence.

• Bachelor's degree is required.

• CFA, CIMA, or similar investment credentials are a plus.

• Familiarity with optimization and rebalancing tools such as Northfield and BARRA/Axioma.

• Experience in owning products that integrate portfolio optimization engines into automated, rules-based trading and rebalancing workflows.

• Background in a wirehouse, broker-dealer, RIA aggregator, TAMP, or asset manager providing tax-managed investment solutions.

🏝️ Benefits

• Company-paid medical premiums covering 90%.

• Competitive time-off program.

• Additional variable compensation, if eligible.

• Equal opportunity and inclusive workplace environment.