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 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. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-TG1 #LI-Hybrid
