Jobs at Vestmark, Inc.

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.

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.

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.

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.