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Salary: USD 95,000 - 120,000 / annual
Vestmark's Client Delivery organization is seeking a Project Manager to join the PMO (Project Management Office). The PMO blends Agile and traditional methodologies to plan, coordinate, and oversee client-facing product and tool rollouts from kickoff through go-live, managing scope, timeline, risk, and resource allocation while keeping internal and external stakeholders aligned.
In this role, you will lead end-to-end rollouts of new Vestmark products and capabilities to advisor and network-partner clients. You will drive cross-functional readiness across Engineering, Products, QA, Advisory Consultants, and Production Support teams. Key responsibilities include:
• Plan, lead, and coordinate end-to-end rollouts of new products and tools to clients—from internal kickoff and Product Readiness review, through Client Buy-In and training, to Internal Readiness and go-live.
• Create and maintain detailed project plans, timelines, and Go/No-Go checklists; report regular project status (On Track, At Risk, Behind Schedule) to stakeholders and Client Delivery leadership.
• Facilitate communication and drive accountability across cross-functional teams, 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 to standardize how the team delivers projects.
• Participate in internal product education sessions 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.
Vestmark is a financial services/wealth management technology company offering a comprehensive total rewards package including company-paid medical premiums (90%), competitive time-off, and variable compensation if eligible.
REQUIREMENTS:
• Bachelor's degree 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.
