# VP, Product Management

**Company:** [Vestmark](https://hotfix.jobs/companies/vestmark)
**Location:** Remote
**Role:** Product Management
**Salary:** $200k – $250k/yr
**Experience:** 10+ years
**Skills:** Product Management, Portfolio Management, Uma, Sma, Direct Indexing, Rebalancing, Tax-Loss Harvesting, Portfolio Optimization, Performance Attribution, Northfield, Barra/Axioma, Wealth Management, Broker-Dealer, Ria
**Posted:** 2026-08-12

> Leads strategy and roadmap for Vestmark’s portfolio-management platform, covering UMA/SMA construction, overlay trading, rebalancing, and tax-aware investing. Requires 10+ years in product, portfolio management, or investment technology and deep managed-account expertise.

## Job Description

## 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 Portfolio Management operations—including trading discretion, sleeve- versus account-level rebalancing, cash coordination across sleeves, tax overlay management, and composite/performance attribution—into prioritized product requirements.
- Serve as the internal subject-matter authority on UMA structures, including sleeves, base sleeves, overlay managers, manager-traded sleeves, flexible models, and custom models, and how they intersect with household-level asset-location rebalancing.
- Partner with engineering and design to architect scalable solutions for wirehouse and broker-dealer UMA programs, asset managers, and overlay managers.
- Work with Portfolio Managers, overlay managers, and asset-manager partners to gather requirements and validate solutions before and after delivery.
- Maintain a strong relationship with Vestmark Advisory Solutions leadership so the roadmap reflects the needs of its Portfolio Management team.
- Define and prioritize the product backlog, balancing strategic platform investments with client-specific and regulatory 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 support client adoption and platform scaling.
- Monitor trends in managed accounts, direct indexing, tax management, and multi-manager portfolio construction and translate them into product decisions.
- Contribute to the company’s core values.

## Requirements

- 10+ years of experience in product management, portfolio management, or investment technology roles within wealth management or asset management.
- Deep understanding of managed-account concepts, including sleeves, overlay management, account- versus sleeve-level trading discretion, rebalancing engines, tax transition, tax-loss harvesting, and composite performance attribution.
- Ability to translate complex investment-operations concepts into product requirements and user experiences for internal Portfolio Managers and external wealth-management clients.
- Experience delivering platform capabilities to broker-dealers, RIAs, TAMPs, or other wealth-channel audiences.
- Strong track record partnering with engineering and design teams to ship complex, scalable financial-technology solutions.
- Experience working cross-functionally with service, marketing, sales, and account management teams to understand requirements and launch products.
- Excellent communication and executive presence, with the ability to present to clients, prospects, and senior stakeholders.
- **Bachelor’s degree required.**

## Nice-to-haves

- CFA, CIMA, or similar investment credential.
- Familiarity with optimization and rebalancing tools such as Northfield and BARRA/Axioma.
- Experience integrating portfolio optimization engines into automated, rules-based trading and rebalancing workflows.
- Background at a wirehouse, broker-dealer, RIA aggregator, TAMP, or asset manager delivering tax-managed investment solutions.

## Compensation and Benefits

- Annual salary range: **$200,000–$250,000 USD**.
- Compensation depends on skills, experience, qualifications, job scope, and location.
- Comprehensive total rewards package, including company-paid medical premiums of 90%, competitive time off, and other variable compensation when eligible.

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