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Portfolio Manager Wealth Management

Remote Direct Indexing Portfolio Manager | Tax & ESG

Remote / Online - Candidates ideally in
Wakefield, Middlesex County, Massachusetts, 01880, USA
Listing for: Vestmark, Inc.
Remote/Work from Home position
Listed on 2026-05-15
Job specializations:
  • Management
    Portfolio Manager, Wealth Management
  • Finance & Banking
    Portfolio Manager, Wealth Management
Salary/Wage Range or Industry Benchmark: 140000 - 160000 USD Yearly USD 140000.00 160000.00 YEAR
Job Description & How to Apply Below
Vestmark, Inc. is hiring a Portfolio Manager for their direct indexing investment management team in Wakefield, MA or Remote. This position involves managing personalized portfolios, overseeing portfolio management, rebalance, and tax optimization. Candidates should have a Bachelor's degree, preferably a graduate degree or CFA, and 5-7+ years of investment management experience. The role is crucial for developing direct indexing solutions, and the salary range is $140,000 - $160,000, complemented by a comprehensive rewards package.
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