Associate Tech Support Engineer at Vestmark, Inc.

| Greater Boston Area
Sorry, this job was removed at 11:14 a.m. (EST) on Friday, October 15, 2021
Find out who's hiring in Boston.
See all Operations jobs in Boston
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.

As an Associate Technical Engineer on our production support trading team, you will be responsible for all aspects of production and technical support for clients using our Wealth Management solutions platform, VestmarkONE. This hands-on position requires significant client contact and coordination with internal operations and technology teams to service new and existing clients. The Technical Engineer will analyze, research, and resolve customer support cases and internal alerts to provide a high level of client satisfaction. 

Responsibilities

  • Partner with Vestmark’s trading clients to provide timely guidance or technical solutions in a time sensitive environment.
  • Troubleshoot client questions and issues related (but not limited) to; order generation, order and allocation transmission, order management, model management, product questions, and configuration settings.
  • Respond to internal alert monitoring, and proactively notify clients of issues and steps to resolve the issue. 
  • Use business and technical process to proactively manage and conduct analysis, research, and resolution of customer support cases.
  • Ongoing contributions to the production support procedure repository by developing and refining production support procedures, which contribute to overall team efficiencies.
  • Contribute to the cross training and onboarding of newer team members, rotation team members and/or interns and coops.
  • Answer inbound support calls and triage support inquiries; escalate to team lead if case is outside area of understanding.
  • Proactively manage case communication and resolution activities associated with assigned cases, ensuring all activity is accurately described and described with a reasonable amount of detail.
  • Collaborate within the organization to provide optimal workflows and solutions for client use cases and issues.
  • Participate in special projects related to client issues, sponsor changes or issues that may impact multiple clients.
  • Participate in client meetings as needed.

Required Experience and Skills

  • BA or BS degree (BS degree in Finance, Accounting, Management Information Systems, Computer Science or equivalent is a plus).
  • Understanding of the Financial Services/Wealth Management Industry and Investments (e.g. Portfolio Management, Trading, Middle/Back Office Operations).
  • Knowledge, understanding and/or interest of enterprise software implementation lifecycle and aptitude for comprehending enterprise software architecture.
  • Ability to balance and manage multiple, competing priorities.
  • Collaborative interpersonal skills and ability to work within cross-functional teams.
  • Self-starter who can display good judgment to plan and accomplish goals in a complex fast-paced environment.
  • Excellent customer service mentality and skills.
  • Creative problem-solving and analysis skills.
  • Ability to handle problem situations quickly, inventively, and resourcefully.

Preferable skills

  • Experience/Knowledge of investment systems (e.g. Portfolio Management, Trading, Middle/Back Office Operations).
  • Experience with/understanding of FIX
  • Project management skills including:
    • Ability to prioritize and manage tasks
    • Ability to identify, escalate, and manage project issues
  • Willingness to work extended hours on an as-needed basis
  • Knowledge, understanding and/or interest of enterprise software implementation life-cycle and aptitude for comprehending enterprise software architecture is a plus.
  • SQL experience or exposure is a plus
  • Familiarity/experience with Splunk

Attributes

  • The most successful people in this position possess the following traits: intelligent, technical aptitude, collaborative, proactive, engaging, resourceful, personable, flexible.

Vestmark is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Vestmark prohibits employment discrimination on the basis of race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status, and genetic information.

Read Full Job Description
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.

Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • .NETLanguages
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • SqlLanguages
    • jQueryLibraries
    • ReactLibraries
    • ASP.NETFrameworks
    • ExpressFrameworks
    • SpringFrameworks
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • PostgreSQLDatabases
    • Google AnalyticsAnalytics
    • BalsamiqDesign
    • IllustratorDesign
    • PhotoshopDesign
    • Aha!Management
    • ConfluenceManagement
    • JIRAManagement
    • TrelloManagement
    • SalesforceCRM

Location

Our company is conveniently located in Wakefield just north of Boston. We also offer a hybrid work option for those who are more comfortable at home.

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

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
Vestmark has a Charitable Committee that focuses on contributing 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 manages 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
Diversity
Unconscious bias training
Diversity Employee Resource Groups
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Vestmark employees can contribute up to $2,750 annual to their FSA, $5k annual for dependent care, and participate in our employeer funded HSA program.
Disability Insurance
Dental Benefits
Our dental plan covers $1500 of expenses and Vestmark contributes 90% towards the cost!
Vision Benefits
Health Insurance Benefits
Vestmark contributes 90% towards the cost of the employee insurance plans!
Life Insurance
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
Adoption Assistance
Vestmark offers up to 12 weeks of paid parental leave for an adoption event.
Return-to-work program post parental leave
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
3 weeks - prorated from start date. Additional day for each year of service up to 10 years.
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Vestmark hosts company events throughout the year.
Game Room
Stocked Kitchen
Happy Hours
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.
Diversity Program
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
Paid industry certifications

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.

More Jobs at Vestmark, Inc.21 open jobs
All Jobs
Finance
Data + Analytics
Dev + Engineer
Marketing
Operations
Product
Project Mgmt
Sales
Operations
new
Remote
Developer
new
Remote
Developer
new
Remote
Developer
new
Remote
Developer
new
Remote
Sales
new
Boston
Project Mgmt
new
Boston
Developer
new
Boston
Developer
new
Boston
Product
new
Boston
Developer
new
Boston
Data + Analytics
new
Remote
Data + Analytics
new
Boston
Data + Analytics
new
Boston
Finance
new
Boston
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.
Save jobView Vestmark, Inc.'s full profileSee more Vestmark, Inc. jobs