
Vestmark
Wakefield, MA
Portfolio management platform for wealth firms
About
Vestmark builds a SaaS wealthtech platform for portfolio management, trading, rebalancing, compliance, and advisor tools. It serves financial institutions, wealth managers, and advisors managing customized client portfolios at scale. The platform supports over $2T in assets across millions of accounts.
Tech stack
Java, Ruby on Rails, React, SQL, PostgreSQL, AWS, JavaScript, TypeScript, Docker, Azure, GCP, Spring Boot, MySQL, MongoDB, DynamoDB, Git, NetSuite, Salesforce, Python
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Open jobs
10Senior Java Software Engineer building scalable backend and agentic AI systems for wealth management. The role requires 7+ years of Java software engineering experience, strong architecture and database skills, and hands-on fluency with AI-assisted development.
Produces client-facing and internal technical documentation, release notes, upgrade materials, and newsletters for software products. Requires 1–3 years of technical writing experience, strong communication and research skills, and familiarity with authoring tools such as MadCap Flare.
Supports the Training and Education team by updating screen-recorded training videos for VestmarkONE’s redesigned interface. The internship suits an undergraduate with video-editing experience, strong attention to detail, and an interest in instructional design or education technology.
Supports production operations by monitoring batch processes, troubleshooting issues, documenting procedures, and collaborating with technical teams in a 24/7 environment. The role is suited to a student pursuing a bachelor’s degree with an interest in technical operations, enterprise software, and financial services.
The Senior SDET designs and maintains automated tests, strengthens CI/CD quality pipelines, and applies AI-assisted testing strategies across Agile software delivery. The role requires 7+ years of QA experience, strong Python and Pytest skills, Selenium WebDriver expertise, and familiarity with APIs, SQL, containers, and CI tooling.
Supports roadmap development and owns product backlogs for investing, wealth management, and internal efficiency tools. Requires 2–3 years of product management experience, agile tooling familiarity, strong communication, and interest in regulated fintech products.
Analyzes technical and engineering data, builds dashboards and reporting, tracks vendor spend, and owns cross-functional program initiatives. Requires a bachelor's degree, at least three years of relevant technology or engineering experience, and strong analytical, communication, and problem-solving skills.
Leads strategy and roadmap for Vestmark’s portfolio-management platform, covering UMA/SMA construction, overlay trading, rebalancing, and tax-aware investing. Requires 10+ years in product, portfolio management, or investment technology and deep managed-account expertise.
Early-career Software Engineer building AI-native agentic systems and workflows for wealth management. Requires strong engineering fundamentals, hands-on AI tool fluency, rapid learning, and a product-oriented mindset; 0-3 years experience with CS degree preferred.
Lead and develop a team of up to 12 engineers delivering AI-native wealth management solutions. Own kanban-based delivery, people management, and AI fluency practices while partnering with a Principal Engineer on technical direction. Requires 5+ years software engineering and 3+ years managing engineering teams.