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VP, Product Marketing - RIA Channel Leader

| Greater Boston Area

Your passion lies at the intersection of wealth management, technology and marketing. You possess a deep working knowledge of the financial advice supply chain, particularly as it applies to RIAs. You understand the broad RIA ecosystem...the unique needs of different RIA firms, types and sizes...pain points and opportunities related to technology, investment management, operations and practice management...and opportunities among their custodial partners. Ultimately, you’re a thought leader who can crystallize these moving parts into a comprehensive marketing strategy, a technology product roadmap and an abundance of insightful marketing content.

You’re equally comfortable in multiple hands-on roles that include developing strategy, creating content, networking at conferences, helping close new business, speaking on panels and working with C-level executives internally and externally. Finally, you thrive when given a chance to collaborate with talented teammates across Marketing, Sales, Products, Relationship Management and Engineering.

Your Responsibilities:

Generally, you’ll continue to broaden and deepen your understanding of the RIA channel’s business and technology needs. You’ll continuously 1) research, listen to and speak with the market, 2) maintain a knowledge base of intelligence and 3) proactively share it with Sales, Marketing and other Vestmark teams. You’ll also work closely with:

  • Marketing to own the top of the sales funnel by developing, executing and measuring a variety of campaigns and content
  • Sales to monitor the pipeline, understand opportunities and close new business
  • Products to craft, rationalize and prioritize the product roadmap
  • Relationship Managers to optimize the feedback loop among existing and future RIA clients 

Specifically, you’ll execute and refine Vestmark’s four Product Marketing pillars: 

1) Know the market

  • Quickly become a SME regarding all-things Vestmark including VestmarkONE (our SaaS platform), Vestmark Services (our outsourced middle and back office services), the Vestmark Manager Marketplace and Adhesion Wealth Management
  • Collect, analyze and share market knowledge across RIA segments including pain points, purchase motivators, competitive intelligence and use-case scenarios to help identify gaps and set priorities
  • Evolve and refine Vestmark’s RIA channel TAM, opportunities and business development strategies
  • Assist in shaping Vestmark’s broader business & marketing strategy 

2) Understand the user 

  • Work closely with our Product and Relationship Management teams to:
    • understand and define distinct RIA buyer and user personas
    • identify pain points and how peers or competitors may solve them more effectively
    • serve as the SME become a go-to resource for RIA prospects and clients as they define and refine their own business strategy 

3) Shape the product 

You’ll work closely with our Products team to:

  • maintain an inventory of potential RIA-centric product and service enhancements
  • develop business cases to rank and prioritize those enhancements
  • assist in maintaining the formal product and services roadmap 

4) Tell the Story 

Perhaps most importantly, you’ll work closely with Marketing team to generate prolific amounts of content and thought leadership to be distributed as:

  • whitepapers & eBooks
  • pitchbooks & presentations
  • blog posts and social media
  • print and digital advertising
  • marketing collateral & press releases 


The optimal candidate will possess:

  • 10+ years of marketing, strategy and/or consulting experience in the RIA channel including 5+ years of product marketing and/or FinTech experience
  • superior written and oral communication skills
  • a deep professional network as well as an aptitude for research, fact-finding and tapping multiple resources to collect and synthesize data
  • the ability to produce and execute independently while playing a key role across a variety of teams and functions
  • superior presentation skills with experience presenting to internal- and customer-facing audiences
  • availability for light travel, typically 6 to 10 days per quarter
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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • .NETLanguages
    • C#Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • SqlLanguages
    • jQueryLibraries
    • ReactLibraries
    • ASP.NETFrameworks
    • ExpressFrameworks
    • SpringFrameworks
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • PostgreSQLDatabases
    • Google AnalyticsAnalytics
    • BalsamiqDesign
    • IllustratorDesign
    • PhotoshopDesign
    • Aha!Management
    • ConfluenceManagement
    • JIRAManagement
    • TrelloManagement
    • SalesforceCRM


Our company is located in Wakefield about 20 minutes north of Boston. We are conveniently located right off of 95 making it easy to get to the office.

An Insider's view of Vestmark, Inc.

What are some social events your company does?

At Vestmark we have a fun committee that plans two to three events per quarter including company and family events. Our events include paint nights, chili cookoffs, meditation sessions, cornhole tournaments, movie nights, and so much more. . We are strong believers that providing a fun work culture promotes individual growth and teamwork.


Marketing Analyst

What's the biggest problem your team is solving?

It’s my job to educate users on the best ways to use our product. While anyone can push the buttons, I always ask “why?” and “what is the user trying to accomplish?” I'm not only demonstrating the product, but also the value it adds to the workflow of the customer. By interacting with users, we are not just teaching but also learning.


Staff Trainer

How has your career grown since starting at the company?

My time at Vestmark has been like a "choose your own adventure" novel. I joined the company as a mid-level software engineer but have since grown into the role of a technical lead, to an engineering manager, and now helping to drive our agile transformation. I truly believe that Vestmark thinks that I should be in the driver's seat of my career.


Engineering Manager

What is your vision for the company?

My vision for Vestmark is two-fold. First, to provide an awesome workplace where people can be challenged, have fun and be rewarded. Second, to truly help the financial well-being of investors by enabling financial advisors and institutions to efficiently manage and trade their clients’ portfolios through an innovative SaaS platform.



How has your career grown since starting at the company?

What makes Vestmark a compelling career choice for me is working for a company that has a product that is constantly pushing the bounds of innovation in the fintech space. Working alongside like-minded people to increase Vestmark’s footprint and influence is truly rewarding.


Senior Sales Engineer

What are Vestmark, Inc. Perks + Benefits

Vestmark, Inc. Benefits Overview

Vestmark's biggest focus is our people. Our corporate health is dependent on our employee's well being. Across the company, we maintain an attractive standard of competitive benefits.

Volunteer in local community
As a growing company Vestmark is proud of our efforts that contribute in many ways to helping the environment and supporting the philanthropic interests of our employees. Your cause is our cause.
Friends outside of work
Eat lunch together
Intracompany committees
Vestmark has a fun committee that are re-elected annually and manage monthly fun events and programs. A few examples of our events are our annual chili cook off, ugly sweater contest, and MUCH more!
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Vestmark employees can contribute up to $2,650 annual to their FSA, $5k annual for dependent care, and participate in our employeer funded HSA program.
Disability Insurance
Disability insurance covers 60% of annual salary up to $10000 monthly maximum payout.
Dental Benefits
Our dental plan covers $1500 of expenses and Vestmark contributes 90% towards the cost!
Vision Benefits
The vision benefits plan covers 100% for annual eye exams with $130 for glasses and contact lenses.
Health Insurance Benefits
Vestmark contributes 90% towards the cost of the employee insurance plans!
Life Insurance
Life insurance is equal to 1 times an employee's annual salary.
Wellness Programs
Onsite Gym
Retirement & Stock Options Benefits
In additional to our traditional 401(k) program, we also offer a ROTH 401(k) option for our employees.
401(K) Matching
Vestmark provides employees with a traditional 401(k) and ROTH 401(k) matching plan. We match 50% of contributions up to 8% of our employee's annual gross pay.
Company Equity
Vestmark also offers additional compensation in the form of restricted stock options. Our RSU’s are issued through a vesting and distribution schedule after achieving required milestones.
Performance Bonus
Match charitable contributions
Vestmark is very proud of our Charitable Giving Program. Will will match up to $250 annually to an approved charity of our employees choice.
Child Care & Parental Leave Benefits
Generous Parental Leave
We provide 12 weeks of paid parental leave for the primary caretaker and 2 weeks of paid leave for the secondary caretaker.
Flexible Work Schedule
Vestmark provides employees with a flexible work schedule that includes flex start and end times.
Remote Work Program
Family Medical Leave
Employees who have been with the company for 12 months are eligible for 12 weeks of family medical leave.
Adoption Assistance
Vestmark offers up to 12 weeks of paid parental leave for an adoption event.
Company sponsored family events
Vestmark sponsors family oriented events including a summer event and our annual Halloween trick or treat event.
Vacation & Time Off Benefits
Generous PTO
Vestmark employees receive between 15 and 25 days per year of paid time off based on years of service.
Paid Holidays
Paid Sick Days
Employees receive 10 hours per year of paid sick leave.
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Vestmark hosts bi-annual company events including a family summer event.
Game Room
Our game room includes Ping Pong, Foosball, Video Games.
Stocked Kitchen
Happy Hours
Happy hours are hosted Once per month.
We offer employees Free on-site garage parking.
Professional Development Benefits
Job Training & Conferences
Vestmark offers employees professional development opportunities for our employees including the ability to attend internal job training and external conferences.
Lunch and learns
Vestmark hosts lunch and learn and leadership development meetings once a month.
Cross functional training encouraged
Promote from within
Online course subscriptions available
Customized development tracks

Additional Perks + Benefits

Creating a strong work life balance is important to us, this is why we offer our employees a generous paid time off package. This benefit enables employees to take the time they need to achieve a desired level of harmony between work at Vestmark and life outside of the office.

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