Vestmark, Inc. Offices

Supports managed account operations across multiple clients, including account administration, reconciliations, corporate actions, security master activities, performance reporting, onboarding, and exception resolution. The role processes account changes, resolves reconciliation breaks, maintains data integrity, supports platform testing and enhancements, and collaborates with clients, sponsors, operations, and technology teams.

Executes and manages trades for separately managed, unified managed, and model-only accounts. Responsibilities include generating block trade orders, rebalancing accounts for maintenance requests, communicating model changes, coordinating sponsor connectivity, reviewing executions, reconciling trades, and maintaining operational controls. The role also identifies process improvements and supports client service-level agreements. Candidates need a related bachelor's degree, 1–3+ years in SMA, UMA, or wealth management, strong analytical skills, and Microsoft Office proficiency.

Lead end-to-end client rollouts from kickoff through go-live, managing scope, timelines, risks, resources, readiness, and stakeholder alignment. Coordinate cross-functional teams, maintain project plans and go/no-go checklists, report project health, build dashboards, and improve PMO templates, playbooks, and delivery processes. Support product education and ad hoc reporting for Client Delivery leadership.