Top Tech Jobs & Startup Jobs

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.

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.

Lead product strategy and roadmap for Vestmark VAST portfolio management capabilities (UMA, SMA, multi-sleeve, overlay trading, rebalancing). Serve as subject-matter expert translating portfolio management operations into prioritized requirements, partner with engineering, design, and client delivery, engage portfolio managers and sponsor clients, and represent product in client/RFP/executive conversations to drive adoption across wealth management channels.