Teams at Vestmark, Inc.

Provide production and technical support for VestmarkONE trading clients: troubleshoot order and allocation workflows, monitor alerts, resolve cases, coordinate with internal teams, update procedures, onboard/train staff, handle client communications, and participate in projects and client meetings.

The Senior Client Success Manager is responsible for managing strategic client relationships, ensuring value delivery, providing client advocacy, and collaborating with sales for expansion opportunities.

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.