Vestmark, Inc. Offices

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.

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.