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VAS Product Manager



Wakefield, MA, USA · Remote
Posted on Tuesday, May 14, 2024

Vestmark is looking for a Product Manager to join our Vestmark Advisory Solutions (VAS) team. The VAS Product Manager will manage customer relationships from initial onboarding through ongoing production servicing and coordinating closely with internal counterparts. This role combines problem solving and financial services, technical and operational skills, and requires customer support and client-facing expertise. A successful candidate will possess good judgement, excellent attention to detail, data analytics skills, and a drive to deliver an exceptional experience to clients and users of advisory services.


  • Integral team member of the Vestmark Manager Marketplace (VMM), delivering manager models to external destinations.
  • Assist with the client onboarding process, including contract paperwork, user portal setup, due diligence oversight, and user training.
  • Cultivate relationships with asset managers, financial institutions, and other partners to expand the range of investment products and services available on the platform and enhance its value proposition to users.
  • Oversee daily client maintenance, including routine support requests and inquiries, new model setups, and portal user management.
  • Assist in automating repetitive tasks and provide data analytics.
  • Interact with model providers and model subscribers to ensure information is correct and current.
  • Monitor VAS portals to ensure model lifecycles are complete and current.
  • Utilize data analytics and user feedback to monitor key performance metrics, identify areas for improvement, and iterate on product features and functionalities. A data-driven approach can help optimize user engagement, conversion rates, and overall platform performance.
  • Coordinate with internal counterparts on both technical and relationship issues as needed.
  • Contribute to formal process and procedures documentation.
  • Assist in testing of system functionality as part of platforms maintenance updates and upgrades.
  • Work closely with UX/UI designers to create intuitive and engaging user interfaces that facilitate seamless navigation, efficient workflows, and a positive user experience for platform users.
  • Mitigate risks associated with the marketplace's operations, such as cybersecurity threats, data privacy concerns, and regulatory compliance issues.

Skills and Requirements:

  • Experience in managed account or trading operations, ideally including experience with model delivery
  • Proficiency in Microsoft Office, advanced Microsoft Excel and Python and/or other programing languages preferred.
  • Ability to effectively operate with peers in similar operational, portfolio management and marketing roles at clients and counterparts
  • Strong drive for excellent client satisfaction, attention to detail and completeness
  • Ability to resolve complex issues and problems at both a commercial and operational level
  • Strong communication and organizational skills

Education and Experience:

  • BS or BA is required.
  • Minimum of 3 years of experience in the managed accounts industry.
  • FINRA licenses and certifications such as CFA, CFP, CIMA, etc. are a plus

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