vestmark · Wakefield, MA
Vestmark's Client Delivery organization is looking for a Project Manager to join our Project Management team, part of the Vestmark PMO. Our 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 rollouts of new Vestmark products and capabilities to advisor and network-partner clients, drive cross-functional readiness (Engineering, Products, QA, Advisory Consultants, Production Support), and build the reporting and templates that keep leadership and the broader team informed. You will work closely with Client Delivery leadership, Product, and client-facing teams to ensure every engagement starts with clear ownership, defined acceptance criteria, and transparent, consistent reporting. Essential Job Functions 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 cle …truncated… ;/p> 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 traditi…
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