Vestmark

QA Engineer

• Apply deep expertise in specific product areas to ensure that all features meet documented acceptance criteria and client quality expectations
• Design and execute comprehensive test plans for complex features, including thorough web service and API-level testing
• Identify gaps in test coverage and drive improvements proactively, collaborating with engineers and product owners to incorporate quality thinking early in the development cycle
• Debug complex, multi-layered issues spanning the application, database, and integration layers — digging into root causes rather than stopping at the surface
• Provide feedback on product performance and user experience
• Serve as a quality mentor and go-to resource for Engineers on your squad and across the organization
• Contribute to the review of product documentation and release notes for new versions
• Leverage AI tools (e.g., Claude, Glean) to accelerate test planning, documentation, and root cause analysis
• Contribute to the growth and development of our core values: We Before Me, Positive Energy, Knowledge Explorer, and Own It.

Senior QA Engineer

Backend Engineer

• Design & Build Production-Quality Systems: Contribute to the design and implementation of Java-based backend services and APIs.
• Build well-tested, maintainable solutions as part of a squad.
• Write clean, efficient, well-documented, and maintainable Java code.
• Engage actively in design reviews and architecture discussions.
• Use AI-assisted development tools as part of your day-to-day workflow.

Associate Java Software Engineer

SDET

• Review functional requirements, user stories and test assets from internal stakeholders
• Build automated test cases
• Contribute to our test pipelines
• Support the maintenance of the test assets as we deliver our releases to our growing client base
• Apply expertise in specific product areas to ensure that the product suite meets documented acceptance criteria and client quality expectations
• Contribute to the expansion of our automated testing capabilities and coverage
• Explore and implement AI-assisted testing strategies to enable, enhance, and augment QE team workflows and processes through skill development and agentic workflows
• Evaluate and champion AI/ML tooling (e.g. test generation, defect prediction, intelligent test selection) to improve team velocity and quality coverage
• Instill QA best practices on your scrum team by collaborating on test coverage
• Ability to write tests from abstract requirements
• Provide feedback on product performance and user experience
• Participate in all aspects of the Agile SDLC; providing constructive feedback during grooming, retrospectives, and planning sessions
• Configure and verify continuous build plans in Jenkins and SonarQube to ensure quality of code changes
• Contribute to the review of product documentation/release notes

Software Development Engineer in Test

Business Development Rep

• Proactively engage RIA prospects and distribution contacts through outbound phone, email, and virtual outreach to introduce Vestmark's platform solutions and generate qualified opportunities.
• Support senior Business Development professionals by managing a defined territory or prospect list, scheduling meetings, and preparing materials for advisor-facing conversations and partner firm introductions
• Build and maintain relationships with RIA home office contacts, field distribution representatives, and independent advisors through consistent, value-driven touchpoints
• Leverage Vestmark's thought leadership, market insights, and platform capabilities to educate prospective clients on industry trends, tax-managed investing, and the operational advantages of a unified managed account (UMA) approach
• Maintain an active and accurate pipeline in Salesforce, logging all outreach activity, tracking engagement, and surfacing opportunities
• Coordinate and participate in virtual and in-person meetings, regional events, and webinars to support partner engagement and Vestmark brand visibility within the RIA channel
• Partner cross-functionally with Marketing to stay current on messaging, collateral, and campaign initiatives, ensuring outreach is timely and aligned with go-to-market priorities
• Act as a feedback loop internally, sharing prospect objections, competitive intelligence, and market trends with Product, Marketing, and Sales leadership to inform strategy

Business Development Representative – RIA Channel

Full-stack Engineer

• Contribute to the design and delivery of agentic systems
• Build and ship production-quality solutions as part of a squad
• Participate in the full delivery lifecycle: design discussions, development, testing, deployment, and iteration
• Use AI-assisted development tools in daily workflow
• Engage with testing and validation approaches
• Create clean, testable, maintainable solutions
• Participate in code reviews
• Engage actively in design reviews and architecture discussions
• Contribute to the growth of core values

Software Engineer

Engineering Manager

• Own a team of up to 12 engineers
• Drive delivery through a kanban-based process
• Recruit, hire, onboard, and develop a team of engineers
• Model AI-native development practices and reinforce team standards
• Make decisions with incomplete information

Manager, Software Engineering

• Build and maintain strategic relationships with field distribution teams, home office leadership, and key decision-makers at partner firms through proactive outreach, consultative conversations, and regular touchpoints
• Network extensively across the financial services landscape to identify new distribution opportunities and deepen existing partnerships with RIAs and wealth management platforms
• Partner closely with Vestmark's sales and client success teams to align on go-to-market strategies, ensuring distribution partners are equipped with the resources and knowledge needed to promote Vestmark's solutions
• Deliver compelling presentations of Vestmark's value proposition to field distribution audiences, showcasing how our technology platform solves critical operational and investment management challenges
• Coordinate and participate in field events, regional conferences, and partner meetings to strengthen visibility and relationships within distribution networks
• Serve as the voice of distribution partners internally at Vestmark, providing feedback to Product, Technology, Marketing and Leadership teams to inform roadmap priorities and enhance partner experience
• Drive lead generation and opportunity identification by maintaining strong communication channels with distribution teams and tracking emerging needs within their advisor networks
• Leverage Vestmark's thought leadership and market insights to educate distribution partners on industry trends, regulatory changes, and the evolving wealth management landscape.

VP, Business Development

Vice President

• Build and maintain strategic relationships with field distribution teams
• Network extensively across the financial services landscape
• Partner closely with Vestmark's sales and client success teams
• Deliver compelling presentations of Vestmark's value proposition
• Coordinate and participate in field events, regional conferences, and partner meetings
• Serve as the voice of distribution partners internally at Vestmark
• Drive lead generation and opportunity identification
• Leverage Vestmark's thought leadership and market insights

VP, Asset Manager Channel

• Design and build agentic systems that implement sense → think → act loops
• Drive the engineering organization beyond prompt-response patterns to multi-step autonomous workflows
• Engineer AI-driven workflows where AI takes action, produces measurable output, and improves through iteration and feedback
• Define how engineers use AI-assisted development tools