VP, Product Management

Responsibilities

Own the product strategy, vision, and roadmap for UMA, SMA, and multi-sleeve portfolio construction, overlay trading, and rebalancing capabilities across the VAST platform.
Translate 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
Act 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
Partner with engineering and design to architect scalable solutions that serve both large wirehouse/broker-dealer UMA programs and asset manager/overlay manager workflows
Work 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
Maintain 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
Define and prioritize the backlog for your product area, balancing strategic platform investments against client-specific and regulatory-driven commitments
Represent Vestmark's UMA and portfolio management capabilities in client and prospect conversations, RFPs, and executive business reviews
Partner with Sales, Relationship Management, and Client Delivery to ensure new and existing wealth management clients can successfully adopt and scale on the platform
Stay current on industry trends in managed accounts, direct indexing, tax management, and multi-manager portfolio construction, and translate them into platform investment decisions
Contribute to the growth and development of our core values: We Before Me, Positive Energy, Knowledge Explorer, and Own It
Qualifications

10+ years of experience in product management, portfolio management, or investment technology roles within the wealth management or asset management industry
Deep 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
Proven ability to translate complex investment operations concepts into product requirements and user experiences for both internal Portfolio Managers and external sponsor/wealth management clients
Experience 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
Strong 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.
Excellent communication and executive presence; comfortable presenting to clients, prospects, and senior internal stakeholders
Bachelor's degree required; CFA, CIMA, or similar investment credential a plus
Preferred Experience

Familiarity with optimization and rebalancing tools (e.g., Northfield, BARRA/Axioma) and how they inform sleeve-level and household-level trading decisions
Experience owning product for platforms that integrate portfolio optimization engines (e.g., Northfield, Barra, or similar) into automated, rules-based trading and rebalancing workflows.
Background at a wirehouse, broker-dealer, RIA aggregator, TAMP, or an asset manager delivering tax-managed investment solutions.