Companies Vestmark, Inc.

Vestmark, Inc.

Wakefield, Massachusetts, USA

Total Offices: 2

400 Total Employees

Year Founded: 2001

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Customer Success 2 Developer + Engineer 2 Product 1

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Fintech

Software

Personalized Investing at Scale®

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.

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Vestmark, Inc.

Product Manager

Hybrid

Wakefield, MA, USA

Vestmark, Inc.

Java Software Engineer

Hybrid

Wakefield, MA, USA

Vestmark, Inc.

Client Success Manager

Hybrid

Wakefield, MA, USA

Vestmark, Inc.

Customer Engineer

Hybrid

Wakefield, MA, USA

Vestmark, Inc.

IT Systems Engineer

Hybrid

Wakefield, MA, USA

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Vestmark, Inc. Offices

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Hybrid Workspace

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.

Typical time on-site: 3 days a week

HQWakefield, Massachusetts, USA

Cambridge, Massachusetts, USA

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What the Team is Saying

The people really make a genuine effort to get to know each other. And I think that it helps establish an environment of trust and respect. And, you know, we all spend so much time working that it's really nice to do it with people you like.

Tyler, Associate General Counsel

My greatest source of enjoyment comes from the people I work with. My role provides me the opportunity to work with many different departments, introducing me to some of the nicest people who have become lifelong friends.

Lauren, Manager, Enterprise Applications

The Vestmark Fun Committee has hosted various virtual games, ping-pong/pool tournaments and baseball game outings that I’ve participated in and truly enjoyed. It boosts company morale and gives me the opportunity to get to know the fun and silly side of my coworkers from my own team as well as those from other departments.

Joan, Manager, VAS Trading

It’s my job to educate users on the best ways to use our product. While anyone can push the buttons, I always ask “why?” and “what is the user trying to accomplish?” I'm not only demonstrating the product, but also the value it adds to the workflow of the customer. By interacting with users, we are not just teaching but also learning.

Jenny, Principal Trainer

We have learned to meet over Zoom as well as utilizing channels and direct messages in Slack. Today, as a hybrid office, we have more tools at our disposal to collaborate cross functionally. A great example would be with Slack channels having organized conversation, including files, graphics, and links makes for information readily available.