Jobs at Vestmark, Inc.

Manage day-to-day personalized direct index portfolios including construction, rebalances, tax transitioning and tax-loss harvesting, ESG customizations, and monitoring corporate actions. Provide portfolio analysis, reporting, and ad-hoc analysis; collaborate with trading, client service, and operations to improve processes, tools, and investment outcomes while supporting product and asset class expansion.

Lead distribution and partner engagement to drive adoption of Vestmark's UMA and sub-advisory solutions. Build and maintain strategic relationships with RIAs and wealth management platforms, coordinate field events and presentations, generate leads, and provide partner feedback to Product, Technology, Sales, and Marketing to influence roadmap and go-to-market strategy.

Drive outbound prospecting and partner engagement within the RIA channel to generate qualified opportunities. Support senior BDRs by managing territory/prospect lists, scheduling meetings, maintaining Salesforce pipeline, coordinating events/webinars, and sharing market feedback with cross-functional teams to inform sales and product strategy.

Serve as primary liaison to custodians, asset managers, and vendors; build and own per-custodian playbooks; drive custodian integration, onboarding velocity, escalation resolution, and advisor-facing configuration. Lead cross-functional programs, measure partnership performance, and continuously improve operational processes to reduce advisor friction and standardize implementations.

Lead QA for an enterprise wealth-management platform: design and execute test plans, write and run API and integration tests, debug multi-layer issues, improve test coverage, mentor engineers, review release notes, and use tools/automation to ensure product quality.

Build and maintain automated tests and test pipelines, review requirements, champion QA best practices, evaluate and apply AI-assisted testing, configure CI/CD (Jenkins, SonarQube), perform API and performance testing, and collaborate across Agile teams to ensure product quality.

Early-career backend engineer contributing to Java-based services and APIs. Design, implement, test, and deploy production-quality code, participate in code reviews, collaborate with product and senior engineers, and use AI-assisted development tools to accelerate delivery and maintainable systems.

The Senior Full Stack Engineer develops and maintains a financial advisor platform using Ruby on Rails and React, builds RESTful APIs, collaborates with design teams, and optimizes performance.

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.

Client-facing role managing fixed income account operations: reconciliations, settlement monitoring and fail management, corporate actions, issue investigation, and stakeholder communications. Supports onboarding, platform enhancements, and ensures data integrity across fixed income securities.