As Vestmark embarks upon our next stage of growth and evolution, Vestmark Advisory Solutions seeks an Investment Solutions Associate as a supporting member of the Vestmark Manager Marketplace (VMM) team, assisting with manager model delivery to external destinations. This role requires effective problem-solving and broad financial services knowledge with evolving technical skills. The Investment Solutions Associate will assist team members in processing requests from external clients and asset managers for onboarding new investment strategies and maintaining an inventory of models utilized by underlying sponsors. The role will participate in implementing process improvements, scaling VMM operations, and delivering exceptional service to model providers, subscribers, and internal stakeholders.
Key Responsibilities
- Support the Vestmark Manager Marketplace (VMM) team in delivering manager models to external destinations
- Assist with the client onboarding process, including tracking completion of contract paperwork, user portal setup, and model subscription activation
- Support relationship building efforts with asset managers, financial institutions, and other partners under guidance to help expand the range of investment products and services available on the platform
- Assist with daily client maintenance, including routine support requests and inquiries, new model setups, and portal user management
- Help automate repetitive tasks and provide data analytics support
- Support interactions with model providers and model subscribers to ensure information is correct and current
- Help monitor VAS portals to ensure model lifecycles are complete and current
- Coordinate with internal counterparts on both technical and relationship issues as needed
- Contribute to formal process and procedures documentation under guidance
- Support testing of system functionality as part of platform maintenance updates and upgrades
Education and Experience
- Bachelor's degree in Business, Product Management, or related field
- 1-3 years of experience in the managed accounts industry, with exposure to model delivery preferred
- Basic understanding of portfolio management and trading with some experience in brokerage and/or securities related industry
Technical Skills
- Proficiency in Microsoft Office and Excel; Python and/or other programming languages a plus
- Strong analytical skills with ability to learn and grow
- Good writing skills, including ability to describe business requirements and create process flow diagrams using tools like Visio or Confluence
Professional Skills
- Strong attention to detail and drive for client satisfaction
- Ability to support resolution of issues at both commercial and technical levels
- Good communication and organizational skills with ability to communicate concepts clearly
- Collaborative work style with strong interpersonal skills and ability to build positive working relationships
- Contribute to the growth and development of our core values: We Before Me, Positive Energy, Knowledge Explorer, and Own It
Preferred Qualifications
- FINRA licenses and certifications such as CFA, CFP, CIMA are a plus
Vestmark is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Vestmark prohibits employment discrimination on the basis of race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status, and genetic information. #LI-TG1 #LI-Hybrid
Vestmark takes a market-based approach to compensation to ensure we pay fairly and competitively. Compensation for this role depends on several factors such as skills, experience, qualifications, job scope and location.
In addition to base salary, Vestmark offers a comprehensive total rewards package, which includes equity-based grants for all new hires, company-paid medical premiums of 90%, a competitive time-off program, and other variable compensation, if eligible.
Top Skills
What the Team is Saying
What We Do
Headquartered outside of Boston, Mass. and founded in 2001, Vestmark is a leading provider of portfolio management/trading solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage and trade customized client portfolios through an innovative SaaS platform. Supporting over $1.5 trillion in assets and more than 5 million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms.
Why Work With Us
Our employees are the reason we've been named a Best Places to Work for several years! Our thriving hybrid work culture promotes individual growth, team collaboration, and employee wellness. This environment keeps client satisfaction high and employee turn-over low.
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Employees engage in a combination of remote and on-site work.
We have a mix of fully remote, hybrid, and in-office employees. We established Tuesdays & Thursdays as collaboration days for hybrid employees.
