--- title: 'Senior Trader at Vestmark, Inc.' canonical: 'https://feeny.ai/job/senior-trader-vestmark-inc-united-states-mqa4w4dq3mya' type: 'job' last_seen: '2026-09-26' --- # Senior Trader at Vestmark, Inc. - **Company:** Vestmark, Inc. - **Location:** United States - **Compensation:** $100k–$115k - **Work type:** remote - **Posted:** 2026-09-11 - **Last confirmed live:** 2026-09-26 - **Apply:** https://job-boards.greenhouse.io/vestmark/jobs/8171688 ## Job description Vestmark Advisory Solutions (VAS) is expanding its advisory and asset management services and has an opening for an experienced individual in the retail SMA order generation and trade execution arena. The VAS Trader is primarily responsible for implementing trades to Manager Models.  The models are proprietary and 3rd party.  This position supports SMA, MSP, and Model Only/UMA sponsors and managers and maintaining the underlying accounts.  In addition, this role handles trade order management, pre- and post-trade servicing, and ensuring trades are submitted and executed. Responsibilities: - Proactively identify opportunities for improvements in trading process and efficiency - Process client model change requests by generating the across-the-board (ATB) block trade orders required to affect the model changes, within the client sponsor, while performing all related controls to mitigate risk. - Process maintenance requests (new accounts, cash flows, terminations, tax harvests, etc.) by rebalancing accounts as instructed and routing the resulting trade orders for execution, within the client sponsor, while performing all related controls to mitigate risk. - Communicate client model changes to Model Only/UMA sponsors in accordance with the ATB trade order rotation, within client SLAs, while performing all related controls to mitigate risk. - Perform Trading Services on behalf of Clients to assist connectivity between Vestmark and Sponsors. - Responsible for all aspects of trade operations including trade order management, execution review and reconciliation on trades generated by the portfolio management team across Vestmark and its enterprise clients’ platforms. Required Qualifications: - Bachelor’s degree in a related field - 3+ years of experience in the Separately Managed Account (SMA), Unified Managed Account (UMA) or wealth management industry - Strong analytical skills and proficiency in Microsoft Office - Must be highly organized with strong attention to detail, self-motivated, good work ethics, and work effectively in a team environment. Preferred Qualifications: - Working knowledge of Vestmark, CG Trade Connect, InvestCloud (formerly Fiserv APL), Fiserv MMS or Envestnet Manager Portal (EMP). - Knowledge of tax overlay and direct indexing would be preferred. Vestmark is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Vestmark prohibits employment discrimination on the basis of race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status, and genetic information.  #LI-TG1  #LI-Remote   It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Vestmark takes a market-based approach to compensation to ensure we pay fairly and competitively. Compensation for this role depends on several factors such as skills, experience, qualifications, job scope and location. In addition to base salary, Vestmark offers a comprehensive total rewards package, which includes, company-paid medical premiums of 90%, a competitive time-off program, and other variable compensation, if eligible. Salary range $100,000—$115,000 USD ## About Vestmark, Inc. ## Company Overview - **One-liner**: Vestmark provides a unified wealth management platform and outsourced services that enable financial institutions and advisors to manage and trade customized client portfolios at scale. - **Entity Type**: Private (Privately Held) - **Headquarters**: Wakefield, Massachusetts, USA - **Founded**: 2001 - **Founders**: Not publicly available ## Core Business - Primary industry: Wealth management technology (Wealthtech) - Target customers: B2B – broker-dealers, banks, RIAs, asset managers, and financial advisors - Mission/Purpose: “Personalized Investing at Scale” – helping firms grow AUM, add accounts, expand teams, and extend new offerings through a scalable, tax-aware platform. ## Products & Services - **VestmarkONE**: Unified wealth management platform for portfolio management, trading, rebalancing, and tax optimization. - **Vestmark VAST**: Outsourced portfolio management solution launched in 2023. - **Advisor Suite**: Intuitive, right-sized tools for advisor teams to scale client management and onboarding. - **Model Marketplace**: A curated marketplace connecting advisors to 1,900+ strategies from 290+ asset managers. - **Tax-Managed UMA**: Unified managed account incorporating alternative investments and tax-loss harvesting (launched 2025). - **Pulse**: AI-powered tool (launched 2026) to enhance advisor efficiency and decision-making. - **Vestmark Advisory Solutions**: Outsourced advisory services that surpassed $50 billion in AUM (2026). ## Market Standing - **Valuation/Market Cap**: Not disclosed (privately held) - **Key Metric**: Over $2 trillion in assets on platform, supporting 5+ million investor accounts and 72,000+ financial advisors. - **Notable Investors/Partners**: BlackRock (custom model portfolio partnership, 2024); also partners with leading asset managers and financial institutions. - **Growth Signals**: Vestmark Advisory Solutions grew fivefold in 18 months; opened the Vestmark Center for AI Research and Development in 2026; named “Wealthtech Firm of the Year” by Wealth Solutions Report. ## Competitive Advantages - **Scale & Longevity**: 20+ years of real-world testing, supporting some of the largest U.S. wealth programs. - **Unified Platform**: Combines portfolio management, trading, tax optimization, and advisor tools in one system. - **Private Ownership**: Allows long-term focus without public market pressure. - **AI Innovation**: Dedicated AI research center and product (Pulse) to stay ahead of industry complexity. - **Trusted Client Base**: Loyal, long-term clients provide stability and deep domain insight. ## Strategic Focus - **AI & Automation**: Investing in AI to streamline advisor workflows and portfolio personalization. - **Expanding Outsourced Services**: Growing Vestmark Advisory Solutions and VAST to capture more AUM. - **Tax & Alternative Investments**: Enhancing tax-managed UMAs and incorporating alternatives to meet advisor demand. - **Partnership Ecosystem**: Deepening integrations with BlackRock and other asset managers to expand model marketplace. ## Why Work Here - **Culture**: Named one of Boston’s “100 Best Midsize Places to Work”; hybrid, inclusive, high-trust environment. - **Work Model**: Hybrid – Tuesdays and Thursdays as collaboration days in the Wakefield, MA office; some fully remote roles available. - **Benefits**: 90% medical premium contribution, HSA with company contribution, 401(k) match (50% of first 8%), 15 vacation days (accruing to more), 10 sick days, 12 holidays, on-site gym, wellness programs, and discount perks. - **Growth**: Mentorship, career mobility, leadership development, and a strong intern-to-full-time pipeline. - **Impact**: Work on a platform powering $2 trillion in assets, solving real-world wealth management challenges. - **Diversity**: Equal opportunity employer committed to an inclusive environment. ## Sources 1. [vestmark.com/company](https://www.vestmark.com/company) 2. [vestmark.com/careers](https://www.vestmark.com/careers) 3. [vestmark.com](https://www.vestmark.com/) 4. [job-boards.greenhouse.io/vestmark](http://job-boards.greenhouse.io/vestmark) 5. 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