Vestmark, Inc.
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The VP, Asset Manager Channel is responsible for building relationships with distribution partners in wealth management and driving platform adoption through collaboration and networking.
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Support managed account operations including reconciliations, account administration, corporate actions, security master, performance reporting, onboarding, system testing, and client issue resolution across multiple clients.
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Client-facing role managing fixed income account operations: reconciliations, settlement monitoring and fail management, corporate actions, issue investigation, and stakeholder communications. Supports onboarding, platform enhancements, and ensures data integrity across fixed income securities.
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Design, develop, and maintain scalable Java-based backend systems and APIs. Write clean code, perform testing and debugging, conduct code reviews, mentor junior engineers, and collaborate with stakeholders to deliver resilient production software.
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The Advisor Support Specialist manages relationships with Financial Advisors, addresses inquiries, and coordinates projects to enhance client satisfaction and retention.
