Senior Sales Engineer at Vestmark, Inc.

| Greater Boston Area
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Interested in pioneering the next generation of personalized financial services platform? Want to work with the technology that powers some of the biggest and well-known financial institutions in the world? 

Vestmark is seeking a seasoned Sales Engineer to support sales of investment management software in an explosive sector in the financial services industry. Sufficient, applicable wealth management experience at a broker/dealer, wealth management firm and/or registered investment advisor (RIA) may be considered in lieu of direct sales engineering experience.  This is an early-stage opportunity to join forces with an experienced team as we revolutionize operations of Separately Managed Accounts.

Responsibilities:

  • Ideal candidate should have at minimum 5 years’ experience working with pre/post-sales support and should have experience working directly with engineers and end-clients. This is not a Sales position, but rather a Sales Support position.
  • In addition, or in lieu of direct sales engineering experience, candidate should have solid broker/dealer, wealth management and/or RIA work experience
  • Engage clients at initial stage of sales cycle to identify key business requirements
  • Define key solution selling strategies
  • Lead presentations, demonstrations, and discussions to demonstrate effectiveness of the Vestmark solution
  • Establish key business and technical relationships with the client
  • Participate in market intel gathering and performing competitive analyses.
  • Work closely with Inside Sales team members and marketing to help enhance marketing campaigns effectiveness
  • Participate in the RFP response and requirement definition cycle as needed
  • Correspond with senior management and customer engineering to plan out implementation strategies
  • Work with sales, product and custom engineering teams to define/support solutions for prospective client with complex business requirements gathering and product demonstrations.
  • Must be able to quickly extract and understand client needs in absence of structured requirement feeds, and to articulately lead business and technical discussions to arrive at value-adding propositions. 
  • Must be able to easily translate business problems into technical solutions, and to lead presentations and demonstrations leveraging Vestmark software. 
  • Technical aptitude is a must – must be proficient technically and architecturally with cloud-based enterprise class software.

Requirements:

  • A solid 5 years’ experience in financial services (investment management is most preferable) or a solid 5 years of strategic Sales Engineer experience
  • Excellent understanding of the technical sales cycle
  • Ability to resolve complex issues and problems in unstructured environment
  • Ability to effectively deal with various levels of customer organizations, including C-level
  • Outstanding organizational, project management, communication, and presentation skills
  • Ability to operate effectively in a highly entrepreneurial start-up environment
  • Able to cultivate trust and credibility with peers and maintain strong working relationships with all levels and functions of the company
  • Strong grasp of latest software technologies
  • An understanding of the investment management industry, especially in wealth management and separately managed accounts

  • Education: Bachelor’s degree in Finance, Marketing, Business Administration or Engineering or in a similarly applicable field is preferred.

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.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • .NETLanguages
    • 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 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

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
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.
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.
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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