Vestmark, Inc.

Proactively engage RIA prospects through outbound outreach to generate qualified opportunities for Vestmark's UMA platform. Support senior business development professionals by managing territories and maintaining a detailed pipeline in Salesforce.

Drive the adoption of Vestmark's UMA platform by building strategic relationships with financial advisors and distribution partners. Act as a liaison between external partners and internal product teams to align go-to-market strategies and inform the product roadmap.

The Trader is responsible for implementing trades to proprietary and third-party Manager Models for SMA, MSP, and UMA sponsors. This includes managing trade orders, processing model change requests, and ensuring accurate execution and reconciliation.

Manage day-to-day personalized direct indexing portfolios, including rebalancing, ESG customizations, and tax optimization. Collaborate with internal stakeholders to develop direct indexing solutions and improve investment management tools.