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.
Vestmark, Inc.
3 Remote Job Openings at Vestmark, Inc.
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.
