Jobs at Vestmark, Inc.

Build and deliver production-grade agentic AI systems for wealth management, using Java and modern software engineering practices. Responsibilities include designing scalable architectures, developing and testing solutions, applying AI-assisted development tools, validating adaptive systems, participating in deployments and code reviews, troubleshooting root causes, and contributing to reusable engineering foundations. The role also requires collaboration in architecture discussions, continuous learning, and understanding business outcomes.

Supports managed account operations across multiple clients, including account administration, reconciliations, corporate actions, security master processes, performance reporting, onboarding, system testing, and exception resolution. The role requires daily transaction processing, accurate documentation, client communication, coordination with operations and technology teams, and participation in workflow improvements and platform enhancements.

Executes and manages trades for SMA, UMA, MSP, and model-only accounts. Generates block trade orders, processes account maintenance and model changes, routes orders for execution, performs pre- and post-trade controls, reviews executions, reconciles trades, and supports sponsor connectivity. The role also identifies trading-process improvements and ensures client service-level requirements are met.

Supports roadmap development and product enhancement for investing and wealth management solutions. Owns the backlog for assigned workstreams, writes requirements and user stories, prioritizes features, and partners with Engineering, Design, Compliance, Operations, and VOS teams. Translates back-office workflows into internal efficiency tools, participates in agile ceremonies, tracks product performance, and supports compliant, user-centered delivery using AI responsibly.

Lead product strategy and roadmap for Vestmark VAST portfolio management capabilities (UMA, SMA, multi-sleeve, overlay trading, rebalancing). Serve as subject-matter expert translating portfolio management operations into prioritized requirements, partner with engineering, design, and client delivery, engage portfolio managers and sponsor clients, and represent product in client/RFP/executive conversations to drive adoption across wealth management channels.

Lead and grow an engineering team (up to 12), own kanban-based delivery, translate business priorities into measurable outcomes, recruit and develop engineers, model AI-native practices, partner with Principal Engineer on technical direction, and maintain clarity and accountability across stakeholders.

Early-career software engineer building AI-native, agentic systems. Design, implement, test, deploy production solutions using AI-assisted tools. Contribute reusable foundations, participate in design/code reviews, and iterate on systems with attention to observability, state management, and inference cost.