{"id":71759,"url":"https://alion.io/job/vestmark-vp-product-management","title":"VP, Product Management","company":{"id":15755,"name":"Vestmark","domain":"vestmark.com","url":"https://alion.io/company/vestmark","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":null},"role":"Product","role_family":"Product","seniority":"head","employment_type":null,"work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"board_field","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["United States"],"countries":["US"],"hiring_countries":["US"],"hiring_countries_total":1,"salary":{"min":200000,"max":250000,"currency":"USD","period":"year","gross":null,"usd_annual":250000},"salary_estimate":null,"experience_years_min":10,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-08-12T21:34:11Z","employer_posted_date":"2026-08-21","last_verified_at":"2026-10-19T06:29:46Z","board_verified":true,"closed_at":null,"days_open":67,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":67},"description":"Vestmark is seeking a VP, Product Management to own the strategy and roadmap for the portfolio management capabilities within the Vestmark platform and more specifically Vestmark VAST. VAST is Vestmark's direct indexing and tax-aware portfolio management platform, built to deliver \"Personalized Investing at Scale.\" Managed by Vestmark Advisory Solutions (VAS), VAST combines a proprietary risk-based optimization engine with a rules-driven alerts and trading workflow to personalize and tax-manage thousands of accounts.\nThis is a subject-matter-expert role: you will be the definitive product voice and decision-maker for how Vestmark's multi-sleeve, multi-manager portfolio construction, trading, and rebalancing tools work - and how those capabilities get delivered to the wealth management channel (broker-dealers, RIAs, TAMPs, and bank trust programs) as well as the asset managers and overlay managers who operate within them.\nThe ideal candidate has built quantitative portfolio management technology solutions for asset managers and deeply understands how UMA sleeve structures, overlay trading, tax management, and rebalancing engines work in practice. You know the difference between sleeve-level performance attribution and household-level asset location rebalancing, you understand trading discretion at the account vs. sleeve level, and you can translate that operational fluency into a platform roadmap that scales across dozens of sponsor programs and thousands of accounts.\nYou will partner closely with engineering and client delivery to design and ship systems that Portfolio Managers want to use, while ensuring those solutions are commercially viable and configurable for Vestmark's wealth management sponsor clients. Given the natural overlap between this role's product surface and Vestmark Advisory Solutions' (VAS) own portfolio management team, you will maintain a strong working relationship with VAS leadership to ensure the roadmap reflects real, day-to-day portfolio management needs.\nResponsibilities\nOwn the product strategy, vision, and roadmap for UMA, SMA, and multi-sleeve portfolio construction, overlay trading, and rebalancing capabilities across the VAST platform.\nTranslate the operational realities of Portfolio Management - trading discretion, sleeve vs. account-level rebalancing, cash coordination across sleeves, tax overlay management, composite/performance attribution - into clear, prioritized product requirements\nAct as the internal subject-matter authority on UMA structures (sleeves, base sleeves, overlay managers, manager-traded sleeves, flexible/custom models) and how they intersect with household-level asset location rebalancing\nPartner with engineering and design to architect scalable solutions that serve both large wirehouse/broker-dealer UMA programs and asset manager/overlay manager workflows\nWork directly with Portfolio Managers, overlay managers, and asset manager partners (both internal at VAS and external sponsor-side clients) to gather requirements and validate solutions before and after delivery\nMaintain a strong relationship with the Advisory Solutions (VAS) organization, ensuring the product roadmap reflects the needs of Vestmark's own Portfolio Management team as a proving ground for the broader wealth channel\nDefine and prioritize the backlog for your product area, balancing strategic platform investments against client-specific and regulatory-driven commitments\nRepresent Vestmark's UMA and portfolio management capabilities in client and prospect conversations, RFPs, and executive business reviews\nPartner with Sales, Relationship Management, and Client Delivery to ensure new and existing wealth management clients can successfully adopt and scale on the platform\nStay current on industry trends in managed accounts, direct indexing, tax management, and multi-manager portfolio construction, and translate them into platform investment decisions\nContribute to the growth and development of our core values: We Before Me, Positive Energy, Knowledge Explorer, and Own It\nQualifications\n10+ years of experience in product management, portfolio management, or investment technology roles within the wealth management or asset management industry\nDeep understanding of managed account concepts: sleeves, overlay management, trading discretion (account vs. sleeve level), rebalancing engines, tax transition/tax-loss harvesting, and composite performance attribution\nProven ability to translate complex investment operations concepts into product requirements and user experiences for both internal Portfolio Managers and external sponsor/wealth management clients\nExperience delivering platform capabilities to a wealth management or broker-dealer/RIA/TAMP audience (the \"wealth channel\"), ideally including exposure to multi-manager or model marketplace distribution\nStrong track record partnering with engineering and design teams to ship complex, scalable financial technology solutions. Ability to work with cross-functional teams including service, marketing, sales, account management to understand product requirements and launch new products.\nExcellent communication and executive presence; comfortable presenting to clients, prospects, and senior internal stakeholders\nBachelor's degree required; CFA, CIMA, or similar investment credential a plus\nPreferred Experience\nFamiliarity with optimization and rebalancing tools (e.g., Northfield, BARRA/Axioma) and how they inform sleeve-level and household-level trading decisions\nExperience owning product for platforms that integrate portfolio optimization engines (e.g., Northfield, Barra, or similar) into automated, rules-based trading and rebalancing workflows.\nBackground at a wirehouse, broker-dealer, RIA aggregator, TAMP, or an asset manager delivering tax-managed investment solutions.\nVestmark 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-Remote 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.\nVestmark 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.\nIn 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.\nSalary range\n$200,000—$250,000 USD","description_format":"text","description_chars":6931,"description_truncated":false,"requirements":{"experience_years_min":10,"management_years_min":10,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Software & Embedded Finance"],"lifecycle":[{"event":"open","at":"2026-08-12T21:34:11Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 7 · green card filings: 1","filings_12m":7,"filings_prev_12m":9,"green_card_filings_12m":1,"median_offered_wage_usd":135625,"route":null,"cap_exempt":false,"checked_at":"2026-10-15T11:24:14+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":21,"band":"cold","label":"Long shot","p_open":1,"p_active":0.743,"p_room":0.28,"age_days":67,"expected_fill_days":31,"reasons":["conf:2","win:tail","crowd:"],"computed_at":"2026-10-19T05:45:15Z"},"pay":{"stated_usd_annual":250000,"is_top_pay":false},"html_url":"https://alion.io/job/vestmark-vp-product-management","json_url":"https://alion.io/job/vestmark-vp-product-management.json","meta":{"generated_at":"2026-10-19T06:53:16Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":4400,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-20T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":15755},"rest":"https://alion.io/mcp/rest/get_company?id=15755"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fvestmark-vp-product-management"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fvestmark-vp-product-management"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fvestmark-vp-product-management"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/vestmark-vp-product-management\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fvestmark-vp-product-management"}]}