Project Manager

Vestmark, Inc.•Wakefield, MA

4h•$95,000 - $120,000

About The Position

Vestmark's Client Delivery organization is seeking a Project Manager for its Project Management team within the Vestmark PMO. The PMO combines Agile and traditional methods to plan, coordinate, and oversee client-facing product and tool rollouts from kickoff through go-live, managing scope, timelines, risks, and resource allocation while aligning internal and external stakeholders. The Project Manager will lead rollouts of new Vestmark products and capabilities for advisor and network-partner clients, drive readiness across Engineering, Products, QA, Advisory Consultants, and Production Support, and develop reporting and templates to keep leadership and the broader team informed. The role works closely with Client Delivery leadership, Product, and client-facing teams to establish clear ownership, acceptance criteria, and consistent reporting for each engagement.

Requirements

Bachelor's degree required.
At least 4 years of project management experience.
Familiarity with traditional project management practices.
Ability to manage multiple concurrent workstreams, timelines, and stakeholder groups with strong attention to detail.
Strong written and verbal communication skills, including comfort presenting status and driving discussions with technical and business stakeholders.
Ability to build structure and process where none exists, proactively identify and escalate risks, and help plan risk mitigation.
Contribute to the growth and development of Vestmark's core values: We Before Me, Positive Energy, Knowledge Explorer, and Own It.

Nice To Haves

Experience in financial services, wealth management, or SaaS technology environments.
Experience with project and collaboration tools such as Jira and Confluence.

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, training, Internal Readiness, and go-live.
Create and maintain detailed project plans, timelines, and Go/No-Go checklists.
Report regular project status, including whether projects are on track, at risk, or behind schedule, to stakeholders and Client Delivery leadership.
Facilitate communication and accountability across Engineering, Products, QA, Advisory Consultants, Client Delivery, and Production Support, including recurring stakeholder alignment meetings.
Build and maintain reporting and dashboards, such as pipeline/AUM tracking and rollout status, to provide leadership visibility into project health and risk.
Develop, maintain, and improve PMO templates, playbooks, and best practices, including rollout templates, issue/blocker trackers, and post-launch review templates.
Participate in internal product education sessions, such as 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.
Perform other duties as assigned.