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24 Vestmark Implementation Specialist Jobs Hiring Near You

Vestmark, Inc.

Senior Trader

$100K - $115K/yr

Vestmark Advisory Solutions (VAS) is expanding its advisory and asset management services and has ... The VAS Trader is primarily responsible for implementing trades to Manager Models. The models are ...

Vestmark, Inc.

Senior Trader

OR · On-site +1

Vestmark Advisory Solutions (VAS) is expanding its advisory and asset management services and has ... The VAS Trader is primarily responsible for implementing trades to Manager Models. The models are ...

Vestmark, Inc.

VP, Product Management

OR · On-site +1

Vestmark is seeking a VP, Product Management to own the strategy and roadmap for the portfolio management capabilities within the Vestmark platform and more specifically Vestmark VAST. VAST is ...

Vestmark, Inc.

Associate Technical Writer

Wakefield, MA · On-site

$65K - $75K/yr

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 ...

Vestmark, Inc.

VP, Product Management

Vestmark is seeking a VP, Product Management to own the strategy and roadmap for the portfolio management capabilities within the Vestmark platform and more specifically Vestmark VAST. VAST is ...

Vestmark, Inc.

Operations Analyst

Wakefield, MA · Hybrid

Vestmark's Outsourced Services (VOS) team is looking for an Operations Analyst to support our ... redesign, new product implementations, and operational improvements. * Support new client ...

Vestmark, Inc.

Associate Product Manager

Boston, MA · On-site +1

Vestmark is seeking a motivated and curious Associate Product Manager to join our Products team. In this role, you will support the development and enhancement of our investing and wealth management ...

Vestmark

Manager, Software Engineering

Boston, MA · On-site

Vestmark is building the AI-native future of wealth management technology. We are looking for a Manager who can build and lead the team that delivers it. You will own a team of up to 12 engineers ...

Vestmark, Inc.

Technical Programs Analyst

Wakefield, MA · On-site +1

$75K - $105K/yr

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 ...

Vestmark, Inc.

Associate Product Manager

Boston, MA · Hybrid

Vestmark is seeking a motivated and curious Associate Product Manager to join our Products team. In this role, you will support the development and enhancement of our investing and wealth management ...

Vestmark, Inc.

Associate Technical Writer

Wakefield, MA · Hybrid

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 ...

Vestmark, Inc.

Manager, Software Engineering

Boston, MA · On-site +1

Vestmark is building the AI-native future of wealth management technology. We are looking for a Manager who can build and lead the team that delivers it. You will own a team of up to 12 engineers ...

Vestmark

Software Engineer

Boston, MA · On-site

Vestmark is building the AI-native future of wealth management technology. We are looking for early-career Software Engineers in Boston who are serious about AI-assisted development, curious about ...

Vestmark

Implementation Customer Engineer

Wakefield, MA · On-site

Technical Customer Engineer/Implementation Consultant As a Technical Customer Engineer on our implementation services team, you will be responsible for all aspects of execution and delivery for new ...

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Infographic showing various Implementation Specialist job openings at Vestmark in the United States as of September 2026, with employment types broken down into 6% Internship, and 94% Full Time. Highlights an 38% Physical, 13% Hybrid, and 49% Remote job distribution.

Senior Trader

Remote

Vestmark, Inc.
Software Development • 201 - 500 employees
Learn more about Vestmark, Inc.external

$100K - $115K/yr

Full-time

Posted 4 days ago

Job description

Vestmark Advisory Solutions (VAS) is expanding its advisory and asset management services and has an opening for an experienced individual in the retail SMA order generation and trade execution arena. The VAS Trader is primarily responsible for implementing trades to Manager Models. The models are proprietary and 3rd party. This position supports SMA, MSP, and Model Only/UMA sponsors and managers and maintaining the underlying accounts. In addition, this role handles trade order management, pre- and post-trade servicing, and ensuring trades are submitted and executed.
Responsibilities:
  • Proactively identify opportunities for improvements in trading process and efficiency
  • Process client model change requests by generating the across-the-board (ATB) block trade orders required to affect the model changes, within the client sponsor, while performing all related controls to mitigate risk.
  • Process maintenance requests (new accounts, cash flows, terminations, tax harvests, etc.) by rebalancing accounts as instructed and routing the resulting trade orders for execution, within the client sponsor, while performing all related controls to mitigate risk.
  • Communicate client model changes to Model Only/UMA sponsors in accordance with the ATB trade order rotation, within client SLAs, while performing all related controls to mitigate risk.
  • Perform Trading Services on behalf of Clients to assist connectivity between Vestmark and Sponsors.
  • Responsible for all aspects of trade operations including trade order management, execution review and reconciliation on trades generated by the portfolio management team across Vestmark and its enterprise clients' platforms.

Required Qualifications:
  • Bachelor's degree in a related field
  • 3+ years of experience in the Separately Managed Account (SMA), Unified Managed Account (UMA) or wealth management industry
  • Strong analytical skills and proficiency in Microsoft Office
  • Must be highly organized with strong attention to detail, self-motivated, good work ethics, and work effectively in a team environment.

Preferred Qualifications:
  • Working knowledge of Vestmark, CG Trade Connect, InvestCloud (formerly Fiserv APL), Fiserv MMS or Envestnet Manager Portal (EMP).
  • Knowledge of tax overlay and direct indexing would be 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. #LI-TG1 #LI-Remote It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Vestmark takes a market-based approach to compensation to ensure we pay fairly and competitively. Compensation for this role depends on several factors such as skills, experience, qualifications, job scope and location.
In addition to base salary, Vestmark offers a comprehensive total rewards package, which includes, company-paid medical premiums of 90%, a competitive time-off program, and other variable compensation, if eligible.
Salary range
$100,000-$115,000 USD

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