Senior Project Manager — Client Rollouts (SaaS/FinTech)

Vestmark, Inc.; Wakefield (MA); On-site; USD 95,000 - 120,000; Full time

Job summary

Vestmark, Inc. in Wakefield, MA, is seeking a Project Manager to join the PMO and lead end-to-end client rollouts of new Vestmark products and tools.

You will coordinate readiness across Engineering, Products, QA, Advisory Consultants, and Production Support, ensuring clear ownership and acceptance criteria from kickoff to go-live. The role requires a Bachelor’s degree and 4+ years of PM experience in financial services, wealth management, or SaaS environments.

Qualifications

• 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, expand 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.

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 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.
• Support ad hoc reporting and analysis requests from Client Delivery leadership.
• Other duties as assigned.

Skills

Project management

Cross-functional coordination

Stakeholder communication

Education

Bachelor's degree

Tools

Jira

Confluence

Job description

Vestmark, Inc. in Wakefield, MA, is seeking a Project Manager to join the PMO and lead end-to-end client rollouts of new Vestmark products and tools.

You will coordinate readiness across Engineering, Products, QA, Advisory Consultants, and Production Support, ensuring clear ownership and acceptance criteria from kickoff to go-live. The role requires a Bachelor’s degree and 4+ years of PM experience in financial services, wealth management, or SaaS environments.