SECTION I · THE BRIEF
Brief #07075Updated 24 MAR 2026WAKEFIELD, MA (HYBRID)GreenhouseSOFTWARE COMPANIES
Employbl Company Profile

Associate Product Manager

Headquartered in Wakefield, MA, Vestmark has been a leading technology platform provider delivering wealth management and investment advisory solutions since 2001. Vestmark is shaping the future of the advisory…

Location
Wakefield, MA (Hybrid)
Company size
200–500
Posted
3mo ago
Via
Greenhouse
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  • 01Comp band & equity packageLocked
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Associate Product Manager - Vestmark

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Job Title
Associate Product Manager
Job Location
Wakefield, MA (Hybrid)
Job Description

We are seeking a motivated and curious 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. 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 by hybrid out of Wakefield, MA or Cambridge, MA location.

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.

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.
  • 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.

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.
  • 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.  #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 equity-based grants for all new hires, company-paid medical premiums of 90%, a competitive time-off program, and other variable compensation, if eligible.

Salary range
$90,000$120,000 USD

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Vestmark Headquarters Location

Wakefield, MA

View company profile

Vestmark Company Size

Between 200 - 500 employees

Vestmark Founded Year

2001

Vestmark Total Amount Raised

$50,350,008

Vestmark Funding Rounds

View funding details
  • Series Unknown

    $11.7M

  • Series Unknown

    $11.7M

  • Private Equity

    $37M

  • Private Equity

    $37M

  • Series Unknown

    $1.7M

  • Series Unknown

    $1.7M