Vestmark is a company that provides innovative SaaS solutions for wealth management. Its flagship platform, Vestmark ONE, offers a unified managed account (UMA) solution that simplifies portfolio construction and management. The platform is designed for broker-dealers, asset managers, banks, and registered investment advisors (RIAs), enabling them to deliver customized investment solutions at scale. Vestmark's services include portfolio analytics, advanced trading, rebalancing, tax-sensitive trading, compliance, and risk management. The company also offers outsourced services and a manager marketplace, facilitating efficient portfolio management and better investor outcomes. With over $1. 5 trillion in platform assets and supporting more than 72,000 financial advisors, Vestmark is a leader in the wealth management technology space, continuously recognized for innovation and excellence.
Account Oversight • Model Management and Rebalancing • Trading • Compliance • Client Performance and Reporting
February 25
Lead business development efforts at Vestmark, driving software sales in the RIA channel.
🇺🇸 United States – Remote
💰 $11.7M Venture Round on 2017-10
⏰ Full Time
🔴 Lead
💰 Business Development (BDR)
🦅 H1B Visa Sponsor
Remote Jobs at Vestmark