Vestmark

Associate Product Manager

Vestmark$90K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-3 years of product management experience in fintech or technology-driven environments; product owner experience is a plus.
  • Basic understanding of investing or wealth management concepts.
  • Familiarity with agile methodologies; experience with Jira and Confluence is beneficial.
  • Strong communication skills for information synthesis and presentation.
  • Desire to learn and take ownership in a supportive setting.
  • Ability to collaborate with operations teams to translate processes into product requirements.

Responsibilities

  • Contribute to product roadmap by synthesizing feedback from stakeholders and users.
  • Document product requirements and user stories in collaboration with senior team members.
  • Conduct competitive research and user interviews for product insights.
  • Manage the product backlog for assigned workstreams, ensuring readiness for development.
  • Prioritize backlog based on business value and stakeholder input, making daily trade-offs.
  • Maintain tracking of epics and releases in Jira/Confluence to keep stakeholders informed.
  • Engage with cross-functional teams to ensure high-quality product delivery.

Benefits

  • Company-paid medical premiums of 90%.
  • Competitive time-off program.
  • Variable compensation opportunities based on eligibility.
Full Job Description
Vestmark is seeking a motivated and curious Associate 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. You will also take on product owner responsibilities for a workstream, partnering closely with our Vestmark Outsourced Services (VOS) team to understand internal back-office operations and help build the internal efficiency tools. 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 be hybrid out of our Boston, MA office.
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.
Product Owner Responsibilities
  • Own and maintain the product backlog for assigned workstreams, ensuring stories are well-defined, estimable, and ready for development.
  • Prioritize and sequence the backlog based on business value, dependencies, and stakeholder input, making day-to-day trade-off calls and escalating larger scope decisions to senior leadership.
  • Write and refine detailed user stories, acceptance criteria, and definition of done, serving as the primary point of contact for engineering questions during a sprint.
  • Maintain epic- and release-level tracking in Jira/Confluence, keeping status, risks, and blockers visible to cross-functional partners.
Internal Operations & VOS Partnership
  • Work closely with the Vestmark Outsourced Services team to understand day-to-day back-office operations
  • Translate operational pain points into clear problem statements and product requirements that support internal efficiency and automation initiatives
  • Partner with the Efficiency and Automation team and VOS leadership to prioritize and scope internal tooling investments
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; experience acting as a product owner (backlog ownership, sprint ceremonies, acceptance criteria) is a plus.
  • 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.
  • Comfort partnering with internal operations teams to learn manual, process-heavy workflows and translate them into product requirements.
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.
  • Prior exposure to back-office, operations, or business process outsourcing (BPO) environments.
  • Bachelor's degree in Business, Finance, Computer Science, or a related field.


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

$90,000-$120,000 USD

About Vestmark

Vestmark provides wealth management technology and services to financial advisors and institutions. Its platform offers portfolio management, trading, model management, and other tools to help advisors manage their clients' investments. The company also provides compliance and other back-office services to help advisors run their businesses. Vestmark was founded in 2001 and is headquartered in Boston, Massachusetts.
Learn more about Vestmark
Size
500 employees
Industry
Founded
2001

Similar Jobs

More Jobs at Vestmark

More Finance & Insurance Jobs

Find similar Associate Product Manager jobs: