Teams 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.