Vestmark, Inc.

HQ
Wakefield
Total Offices: 2
400 Total Employees
Year Founded: 2001

Vestmark, Inc. Offices

Vestmark, Inc. is headquartered in Wakefield and has 2 office locations.

Hybrid Workplace

Employees engage in a combination of remote and on-site work.

We have a mix of fully remote, hybrid, and in-office employees. We established Tuesdays & Thursdays as collaboration days for hybrid employees.

Typical time on-site: 3 days a week

U.S. Office Locations

HQ

Wakefield

Our company is conveniently located in Wakefield just north of Boston. We also offer a hybrid work option for those who are more comfortable at home.

Boston

AI & Innovation Hub

Located in the Seaport district with easy access to South Station and the Silver Line.

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Fintech • Software
Manage day-to-day personalized direct index portfolios including construction, rebalances, tax transitioning and tax-loss harvesting, ESG customizations, and monitoring corporate actions. Provide portfolio analysis, reporting, and ad-hoc analysis; collaborate with trading, client service, and operations to improve processes, tools, and investment outcomes while supporting product and asset class expansion.
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Fintech • Software
Drive outbound prospecting and partner engagement within the RIA channel to generate qualified opportunities. Support senior BDRs by managing territory/prospect lists, scheduling meetings, maintaining Salesforce pipeline, coordinating events/webinars, and sharing market feedback with cross-functional teams to inform sales and product strategy.
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Fintech • Software
Lead distribution and partner engagement to drive adoption of Vestmark's UMA and sub-advisory solutions. Build and maintain strategic relationships with RIAs and wealth management platforms, coordinate field events and presentations, generate leads, and provide partner feedback to Product, Technology, Sales, and Marketing to influence roadmap and go-to-market strategy.