Hybrid Product Manager

Posted last month

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About the role

  • Own the performance reporting product roadmap — from vision through execution — within Vestmark’s Advisor Suite platform
  • Collaborate across product, engineering, and UX teams to deliver seamless, advisor-friendly experiences
  • Translate market trends, advisor feedback, and business goals into clear product requirements
  • Define key success metrics and continuously evaluate product performance
  • Partner directly with clients and with our client-facing teams to understand needs and communicate product enhancements effectively
  • Empower advisors to communicate investment performance to their clients with clarity and confidence
  • Contribute to the growth and development of core values: We Before Me, Positive Energy, Knowledge Explorer, and Own It.

Requirements

  • 5+ years of product management experience, ideally in wealthtech, fintech, or financial services
  • Strong domain knowledge of advisor technology, wealth management workflows, and performance reporting (e.g., TWR, IRR, benchmarks)
  • Demonstrated ability to build and iterate on client reporting tools or performance analytics solutions
  • Exceptional collaboration and communication skills, especially across cross-functional teams
  • A data-driven mindset with the ability to balance advisor needs, platform scalability, and business impact
  • Familiarity with agile product development and modern SaaS delivery models
  • Nice to have: Experience with portfolio accounting or performance systems such as Orion, Tamarac, or Addepar
  • Nice to have: Understanding of compliance and regulatory considerations around performance reporting (e.g., GIPS)
  • Nice to have: Comfort working with large-scale data sets and data visualization tools

Benefits

  • competitive compensation
  • equity opportunities
  • flexible work environment
  • Thrive in a culture that values collaboration, transparency, and innovation
  • Inclusive environment; equal opportunity employer

Job title

Product Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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