Jobs at Vestmark, Inc.

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.

Design, develop, test, deploy, and iterate production Java software and agentic AI systems for wealth management technology. Apply AI-assisted development practices, contribute to architecture and design reviews, build reusable foundations, troubleshoot complex issues, and deliver scalable, resilient backend solutions. Work with Spring or Spring Boot, REST APIs, relational and NoSQL databases, cloud environments, observability tools, and adaptive-system testing while collaborating closely with a product-minded engineering squad.

Produces and maintains client-facing and internal technical documentation, including online help, release overviews, bug fix notes, upgrade packages, newsletters, and special-project content. Coordinates reviews with Product, Engineering, QA, and Client Delivery teams. Requires technical writing experience for software products and familiarity with single-source authoring tools, software development processes, source control, and issue-tracking systems.

Supports the Training and Education team by reviewing, updating, recording, editing, and publishing short-form VestmarkONE training videos. Responsibilities include identifying videos affected by UI changes, using screen-capture and editing tools, adding annotations, syncing voiceovers, creating captions, and prioritizing updates with the Training team. The internship provides hands-on experience in video production, instructional design, and education technology.

The Senior SDET develops and maintains automated tests, expands quality coverage, and supports CI/CD pipelines using Jenkins, GitHub Actions, and SonarQube. The role validates web applications, APIs, performance, integrations, and system behavior while promoting Agile QA practices. It also explores AI-assisted testing, evaluates AI/ML quality tools, troubleshoots system issues, reviews requirements and release documentation, and collaborates across teams to support high-quality releases.

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.

Own and deliver engineering programs while performing hands-on data analysis and tooling. Pull and join data via APIs/queries, build dashboards and recurring reports, track vendors and spend, and identify automation opportunities. Coordinate people, timelines, risks, and action items to produce status updates and maintain systems of record for engineering leadership.

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.