Project Manager at Vestmark, Inc.

| Greater Boston Area
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As a Project Manager at Vestmark, you will interact with the most recognizable firms in the Wealth Management industry. This is a highly visible, client-facing role, within our Client Delivery organization. The Project Manager is designated as the Implementation Owner, and as such, is responsible for all aspects of successfully delivering new client implementations, as well as complex upgrades. Although good planning, organization, and reporting/tracking are required, this is not an administrative role, rather, this leadership role requires resourcefulness, creativity, and negotiation skills to ensure that the client and internal stakeholders maintain focus, priority, and momentum. 

The Project Manager will lead the development of the implementation plan, risk management approach, and communication plan for initial onboarding, conversions, and upgrades. Once in-flight, the Project Manager will steer the project around obstacles to successful completion with a view on committed dates. The successful candidate must have delivery experience managing complex systems implementations in mission-critical settings (ideally for a vendor firm). Energy, process focus, grounding in project management tools and fundamentals, and a commitment to succeed through constraint maximization are key characteristics for this role. As this is a client-facing role, the Project Manager must be a polished communicator and have enough comfort in our market segment and technology to ask questions. Finally, as a Project Manager at Vestmark, you will be asked to contribute to our efforts at continuously improving the client experience and best practices.


  • Define and enforce project scope, schedule and drive project timelines, highlight and manage risks, identify impediments and deviations and collaborate with peers to devise creative solutions
  • Manage implementation and development deliverables using established project management tools, templates, and techniques
  • Make effective decisions when presented with multiple options for how to progress with the project
  • Focus project resources to deliver high-quality work, while driving to committed dates and managing riskEstablish and cultivate trust and confidence with the project team, Product Engineering, Relationship Management, Production Support, and client personnel, at all levels
  • Develop Vestmark product understanding to be able to ask implementation-related questions
  • Manage issues lists and communicate progress to all levels of senior management regularly
  • Adhere to Vestmark project management practices by using established templates and standards, including weekly status reports, meeting agendas, project plans, control documents, and processes.
  • Run effective, agenda-based meetings
  • Document all client conversations

Required Experience and Skills

  • Excellent communication, interpersonal and negotiation skills
  • 3-5 years of project management experience, specifically delivering mission-critical systems. Vendor experience is preferred
  • Familiarity with the Atlassian suite of tools (Jira, Confluence), project management tools such as Aha! and MS Project
  • Knowledge of various project management methodologies (e.g. agile/scrum) Understanding of the Investment Trade/Order Lifecycle. Knowledge of wealth management and SMAs preferred
  • Highly professional in documentation and client presentation
  • Ability to set expectations and negotiate effectively, both internally and with clients
  • Experience working in collaborative, matrix environments
  • Able to build strong, internal and external relationships, based upon trust and credibility
  • Willingness to travel (up to 10%) and work extended hours on an as-needed basis


  • Bachelor's degree in Computer Science, Engineering, Business Administration, or equivalent

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.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • .NETLanguages
    • C#Languages
    • 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 conveniently located in Wakefield just north of Boston. We also offer a hybrid work option for those who are more comfortable at home.

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.


Vice Chairman

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
Vestmark has a Charitable Committee that focuses on contributing 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 manages 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
Unconscious bias training
Diversity Employee Resource Groups
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Vestmark employees can contribute up to $2,750 annual to their FSA, $5k annual for dependent care, and participate in our employeer funded HSA program.
Disability Insurance
Dental Benefits
Our dental plan covers $1500 of expenses and Vestmark contributes 90% towards the cost!
Vision Benefits
Health Insurance Benefits
Vestmark contributes 90% towards the cost of the employee insurance plans!
Life Insurance
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
Adoption Assistance
Vestmark offers up to 12 weeks of paid parental leave for an adoption event.
Return-to-work program post parental leave
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
3 weeks - prorated from start date. Additional day for each year of service up to 10 years.
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Vestmark hosts company events throughout the year.
Game Room
Stocked Kitchen
Happy Hours
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.
Diversity Program
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
Paid industry certifications

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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