Counsel at Vestmark, Inc.

| Greater Boston Area
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Vestmark, Inc., a privately-held SaaS provider delivering financial technology solutions to the wealth management industry, is seeking a highly qualified Counsel with broad experience negotiating commercial software contracts to join its growing legal team. The position will gain exposure to a wide-ranging set of subject matter areas, including commercial software contract and vendor contract negotiations, private and public company compliance, employment matters, real estate leases, M&A, intellectual property management, dispute resolution, private company financing transactions and potentially, public offerings.

We envision the successful candidate as someone who considers themselves or aspires to be an “in-house generalist”, but who already has significant experience drafting and negotiating complex commercial SaaS software contracts and has the ability to manage projects and negotiations with attention to detail, a desire to meet high standards for work product, and with limited supervision.

This is a newly created position due to the growth of Vestmark and will report to the company’s Vice President, Legal in Wakefield, MA.

Responsibilities:

  • Own the legal Deal Desk with the support of a non-attorney Operations Manager
  • Draft and negotiate a range of complex commercial contracts including SaaS, license, vendor and NDAs
  • Manage contract forms, including periodic review and change processes
  • Resolve legal issues and contract interpretation matters that arise in existing commercial relationships
  • Anticipate problems and initiate actions to ensure contractual issues are addressed efficiently
  • Assist in legal support of corporate transactions (M&A, private company financing, public offerings)
  • Assist in refreshing and drafting new company policies and maintaining functioning compliance function (including SEC compliance – filing of Form 4s, 8Ks, 10Ks, 10Qs and the annual proxy)
  • Assist in developing and delivering trainings for employees and executives on a variety of subjects, including ethics, competition, the use of contract templates, relevant legal issues, and good contracting practices
  • Assist with a variety of corporate matters including maintaining organizational documents, corporate structure, board governance and management of corporate entities
  • Assist with legal support of efforts to expand business operations internationally
  • Provide business partners with thoughtful legal perspective and guidance, as well as risk assessment and mitigation strategies

Requirements:

  • Between 4 and 7 years’ experience as an attorney, ideally with a mix of firm and in-house experience focusing on general corporate work, and with a minimum of one year experience working as an in-house attorney at a technology company negotiating commercial contracts
  • Specific substantive experience and interest that aligns with the following envisioned mix of practice area responsibilities:
    • 50% commercial
    • 20% compliance
    • 20% special projects (corporate transactions, private company financing, public offerings)
    • 10% mix of other subject areas (corporate governance, privacy, IP, marketing reviews, as assigned/needed)
  • Preference for in-house public company experience (including SEC compliance)
  • Preference for experience in drafting and negotiating SaaS software contracts
  • Experience with privacy and data protection issues facing SaaS software companies
  • Exercises meticulous attention to detail and an organized approach to quickly identify a problem to be solved, and then solve it
  • Ability to be creative and flexible but with a focus on business-oriented outcomes
  • Highly developed written and oral communications skills, with the ability to clearly articulate recommendations and options about complex legal issues
  • Highly collaborative and able to organize and manage projects with multiple stakeholders and groups
  • Demonstrated ability to recognize and weigh business and legal risks, lead strategically and advance innovative solutions
  • Tactful with strong external negotiation skills
  • Ability to quickly come up to speed and excel in matters specific to the financial technology industry including government, regulatory and security compliance
  • Bar registration in Massachusetts in good standing

Vestmark’s Core Values: 

Vestmark evaluates all candidates for positions at the company against the following Core Values: 

  • Teamwork – We before Me-- Puts needs of team first and aspires to bring out the best in others; collaborative, empathetic and humble; values the opinions of others; assists others when needed; participates effectively as member of a team; balances personal contributions and needs with those of other members of the team to achieve common objectives
  • Knowledge Explorer – Creative problem solver and adapts to challenges at hand using creative collaboration; curious, proactive and resourceful; able to incorporate other viewpoints as part of the process of developing solutions
  • Positive Energy – Ability to address difficult situations with humor and sense of opportunity; approachable, constructive and engaged
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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
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Location

Our company is located in Wakefield about 20 minutes north of Boston. We are conveniently located right off of 95 making it easy to get to the office.

An Insider's view of Vestmark, Inc.

What are some social events your company does?

At Vestmark we have a fun committee that plans two to three events per quarter including company and family events. Our events include paint nights, chili cookoffs, meditation sessions, cornhole tournaments, movie nights, and so much more. . We are strong believers that providing a fun work culture promotes individual growth and teamwork.

Haley

Marketing Analyst

What's the biggest problem your team is solving?

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

Staff Trainer

How has your career grown since starting at the company?

My time at Vestmark has been like a "choose your own adventure" novel. I joined the company as a mid-level software engineer but have since grown into the role of a technical lead, to an engineering manager, and now helping to drive our agile transformation. I truly believe that Vestmark thinks that I should be in the driver's seat of my career.

Bobby

Engineering Manager

What is your vision for the company?

My vision for Vestmark is two-fold. First, to provide an awesome workplace where people can be challenged, have fun and be rewarded. Second, to truly help the financial well-being of investors by enabling financial advisors and institutions to efficiently manage and trade their clients’ portfolios through an innovative SaaS platform.

John

CEO

How has your career grown since starting at the company?

What makes Vestmark a compelling career choice for me is working for a company that has a product that is constantly pushing the bounds of innovation in the fintech space. Working alongside like-minded people to increase Vestmark’s footprint and influence is truly rewarding.

Kevin

Senior Sales Engineer

What are Vestmark, Inc. Perks + Benefits

Vestmark, Inc. Benefits Overview

Vestmark's biggest focus is our people. Our corporate health is dependent on our employee's well being. Across the company, we maintain an attractive standard of competitive benefits.

Culture
Volunteer in Local Community
As a growing company Vestmark is proud of our efforts that contribute in many ways to helping the environment and supporting the philanthropic interests of our employees. Your cause is our cause.
Friends Outside of Work
Eat Lunch Together
Intracompany Committees
Vestmark has a fun committee that are re-elected annually and manage monthly fun events and programs. A few examples of our events are our annual chili cook off, ugly sweater contest, and MUCH more!
Open Door Policy
Team-Owned Deliverables
Team-Based Strategic Planning
Group Brainstorming Sessions
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Vestmark employees can contribute up to $2,650 annual to their FSA, $5k annual for dependent care, and participate in our employeer funded HSA program.
Disability Insurance
Disability insurance covers 60% of annual salary up to $10000 monthly maximum payout.
Dental Benefits
Our dental plan covers $1500 of expenses and Vestmark contributes 90% towards the cost!
Vision Benefits
The vision benefits plan covers 100% for annual eye exams with $130 for glasses and contact lenses.
Health Insurance Benefits
Vestmark contributes 90% towards the cost of the employee insurance plans!
Life Insurance
Life insurance is equal to 1 times an employee's annual salary.
Wellness Programs
Onsite Gym
Retirement & Stock Options Benefits
401(K)
In additional to our traditional 401(k) program, we also offer a ROTH 401(k) option for our employees.
401(K) Matching
Vestmark provides employees with a traditional 401(k) and ROTH 401(k) matching plan. We match 50% of contributions up to 8% of our employee's annual gross pay.
Company Equity
Vestmark also offers additional compensation in the form of restricted stock options. Our RSU’s are issued through a vesting and distribution schedule after achieving required milestones.
Performance Bonus
Match Charitable Contributions
Vestmark is very proud of our Charitable Giving Program. Will will match up to $250 annually to an approved charity of our employees choice.
Child Care & Parental Leave Benefits
Generous Parental Leave
We provide 12 weeks of paid parental leave for the primary caretaker and 2 weeks of paid leave for the secondary caretaker.
Flexible Work Schedule
Vestmark provides employees with a flexible work schedule that includes flex start and end times.
Remote Work Program
Family Medical Leave
Employees who have been with the company for 12 months are eligible for 12 weeks of family medical leave.
Adoption Assistance
Vestmark offers up to 12 weeks of paid parental leave for an adoption event.
Company-Sponsored Family Events
Vestmark sponsors family oriented events including a summer event and our annual Halloween trick or treat event.
Vacation & Time Off Benefits
Generous PTO
Vestmark employees receive between 15 and 25 days per year of paid time off based on years of service.
Paid Holidays
Paid Sick Days
Employees receive 10 hours per year of paid sick leave.
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Vestmark hosts bi-annual company events including a family summer event.
Game Room
Our game room includes Ping Pong, Foosball, Video Games.
Stocked Kitchen
Happy Hours
Happy hours are hosted Once per month.
Parking
We offer employees Free on-site garage parking.
Professional Development Benefits
Job Training & Conferences
Vestmark offers employees professional development opportunities for our employees including the ability to attend internal job training and external conferences.
Lunch and Learns
Vestmark hosts lunch and learn and leadership development meetings once a month.
Cross-Functional Training Encouraged
Promote from Within
Online Course Subscriptions Available
Customized Development Tracks

Additional Perks + Benefits

Creating a strong work life balance is important to us, this is why we offer our employees a generous paid time off package. This benefit enables employees to take the time they need to achieve a desired level of harmony between work at Vestmark and life outside of the office.

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