Vestmark

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

Full-stack Engineer

• 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

Principal Software Engineer

Manager

• Be a key contributor in the development and implementation of direct indexing solutions
• Provide day-to-day portfolio management of direct index portfolios including portfolio construction, rebalance, monitor index changes and corporate actions, manage client activities and trade review
• Provide tax transitioning and tax loss harvesting to maximize tax efficiency
• Provide portfolio analysis, reporting and monitoring of direct index strategies and ad-hoc analysis
• Work closely with trading, client service, operations to improve portfolio management efficiency, maximize investment outcome and ensure client success
• Collaborate with internal stakeholders to improve investment processes, and enhance investment management tools and systems

Portfolio Manager

Customer Success Manager

• Serve as the primary point of contact for top-tier clients.
• Maintain in-depth knowledge of the company’s solutions and translate client objectives into actionable strategies.
• Champion client feedback, monitor and report on client health.
• Own the process of defining and managing client Scope of Work and Change Requests.
• Lead internal planning and execution with Client Delivery, Engineering, and Production Support teams.

VP, Asset Manager Channel

Principal Software Engineer

Portfolio Manager

Senior Client Success Manager