Facilitate communication and drive accountability across cross-functional teams (Engineering, Products, QA, Advisory Consultants, Client Delivery, Production Support), including running or contributing to recurring stakeholder alignment meetings.
Build and maintain reporting and dashboards (e.g., pipeline/AUM tracking, rollout status) to give leadership clear, timely visibility into project health and risk.
Develop, maintain, and continuously improve PMO templates, playbooks, and best practices (e.g., rollout templates, issue/blocker trackers, post-launch review templates) to standardize how the team delivers projects.
Other Duties and Responsibilities
Participate in internal product education sessions (e.g., Product Spotlights) to stay current on the Vestmark product roadmap and represent Client Delivery's perspective.
Support ad hoc reporting and analysis requests from Client Delivery leadership.
Other duties as assigned.
Preparation, Knowledge, Skills & Abilities
Bachelor's degree is required.
4+ years of project management experience; experience in financial services, wealth management, or SaaS technology environments is a plus.
Familiarity with traditional project management practices.
Demonstrated ability to manage multiple concurrent workstreams, timelines, and stakeholder groups with strong attention to detail.
Strong written and verbal communication skills; comfortable presenting status and driving discussion with both technical and business stakeholders.
Experience with project and collaboration tools such as Jira and Confluence preferred.
Self-starter who can build structure and process where none exists, and proactively identify, escalate and help plan mitigation of risks.
Contribute to the growth and development of our core values: We Before Me, Positive Energy, Knowledge Explorer, and Own It.
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
Vestmark takes a market-based approach to compensation to ensure we pay fairly and competitively. Compensation for this role depends on several factors such as skills, experience, qualifications, job scope and location.
In addition to base salary, Vestmark offers a comprehensive total rewards package, which includes, company-paid medical premiums of 90%, a competitive time-off program, and other variable compensation, if eligible.
Salary range
$95,000—$120,000 USD
