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About the Role:
- You will own the product strategy and roadmap for the portfolio management capabilities within the Vestmark platform, specifically VAST.
- You will be the definitive product voice for how Vestmark's multi-sleeve portfolio construction, trading, and rebalancing tools work.
- You will partner closely with engineering and client delivery to design scalable solutions.
Key Responsibilities:
- Own the product strategy, vision, and roadmap for UMA, SMA, and multi-sleeve portfolio construction, overlay trading, and rebalancing.
- Act as the internal subject-matter authority on UMA structures and translate operational realities into product requirements.
- Maintain a strong relationship with the Advisory Solutions organization to ensure the roadmap reflects real portfolio management needs.
Qualifications:
- 10+ years of experience in product management, portfolio management, or investment technology within wealth or asset management.
- Deep understanding of managed account concepts: sleeves, overlay management, rebalancing, tax management, and performance attribution.
- Proven ability to translate complex investment operations into product requirements and user experiences.
Vestmark
Vestmark is a financial technology company that delivers personalized investing at scale through its direct indexing and tax-aware portfolio management platform, VAST. The company emphasizes a culture of collaboration, positive energy, continuous learning, and ownership, with a focus on serving wealth management and asset management clients.