Vestmark Project Manager at Vestmark leading client-facing product and tool rollouts from kickoff through go-live. Coordinate cross-functional teams and build reporting to keep leadership informed.
Responsibilities
Plan, lead, and coordinate end-to-end rollouts of new Vestmark products and tools to clients — from internal kickoff and Product Readiness review, through Client Buy-In and training, to Internal Readiness and go-live — ensuring no workstream falls through the cracks.
Create and maintain detailed project plans, timelines, and Go/No-Go checklists; report regular project status (e.g., "On Track," "At Risk," "Behind Schedule") to stakeholders and Client Delivery leadership.
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.
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.
Qualification
Bachelor's degree is requiredExperience in financial servicesExperience in wealth management
Required
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.
