Vestmark, Inc.
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Recently posted jobs
Fintech • Software
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.
Fintech • Software
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.
