VP, Product Management (Wealth Management)

Location: United States (Remote)

Salary: $200,000–$250,000 USD

Company

hirify.global provides the VAST direct indexing and tax-aware portfolio management platform for wealth management organizations and asset managers.

What you will do

• Own the product strategy, vision, roadmap, and backlog for UMA, SMA, multi-sleeve portfolio construction, overlay trading, and rebalancing capabilities.
• Translate portfolio management operations—including trading discretion, sleeve- and account-level rebalancing, cash coordination, tax overlays, and performance attribution—into prioritized product requirements.
• Partner with engineering and design to architect and ship scalable solutions for broker-dealers, RIAs, TAMPs, bank trust programs, asset managers, and overlay managers.
• Work with portfolio managers and sponsor-side clients to gather requirements, validate solutions, and support adoption and scale.
• Represent hirify.global's portfolio management capabilities in client and prospect conversations, RFPs, and executive business reviews.
• Monitor trends in managed accounts, direct indexing, tax management, and multi-manager portfolio construction to guide platform investments.

Requirements

• 10+ years of experience in product management, portfolio management, or investment technology within wealth management or asset management.
• Deep knowledge of sleeves, overlay management, account- and sleeve-level trading discretion, rebalancing engines, tax transition, tax-loss harvesting, and composite performance attribution.
• Experience delivering platform capabilities to wealth management or broker-dealer/RIA/TAMP audiences.
• Proven ability to translate complex investment operations into product requirements and user experiences.
• Strong experience partnering with engineering, design, sales, marketing, service, and client delivery teams to launch scalable financial technology products.
• Bachelor's degree required; CFA, CIMA, or a similar investment credential is a plus.

Nice to have

• Familiarity with Northfield, BARRA/Axioma, or similar portfolio optimization and rebalancing tools.
• Background at a wirehouse, broker-dealer, RIA aggregator, TAMP, or asset manager delivering tax-managed investment solutions.

Culture & Benefits

• Core values include We Before Me, Positive Energy, Knowledge Explorer, and Own It.
• Company-paid medical premiums covering 90% of costs.
• Competitive time-off program.
• Additional variable compensation may be available based on eligibility.
• Equal opportunity and inclusive employment environment.