---
title: 'Technical Programs Analyst at Vestmark, Inc.'
canonical: 'https://feeny.ai/job/technical-programs-analyst-vestmark-inc-wakefield-02fcxpn9mw11'
type: 'job'
last_seen: '2026-09-05'
---

# Technical Programs Analyst at Vestmark, Inc.

- **Company:** Vestmark, Inc.
- **Location:** Wakefield, MA
- **Compensation:** $75k–$105k
- **Work type:** hybrid
- **Posted:** 2026-08-17
- **Last confirmed live:** 2026-09-05
- **Apply:** https://job-boards.greenhouse.io/vestmark/jobs/8089140

## Job description

The Technical Programs Analyst combines hands-on technical and analytical work with program ownership to support the Engineering Technical Programs function. You'll work with data across systems, build the reporting that gives leadership visibility, and take ownership of initiatives as they arise. This role is for a technically savvy, resourceful problem-solver who can navigate ambiguity and find a path forward independently. It's a high-visibility role with room to grow into broader program ownership and will be hybrid out of our Wakefield or Boston office.

## Responsibilities

Analysis & Tooling

- Pull, connect, and analyze data across multiple systems (e.g., via APIs and queries) to answer questions and surface insights.
- Build and maintain dashboards and reporting that give visibility into engineering delivery, spend, and tooling.
- Identify opportunities to automate manual work and improve how the team gets and uses information.

Program Delivery

- Take ownership of programs and initiatives as they arise, driving them from request through delivery.
- Coordinate the people, tasks, and timelines needed to deliver outcomes effectively.
- Track milestones, dependencies, risks, and action items, and follow up on open items to closure.

Vendor & Spend Tracking

- Maintain a clear view of technology vendors and spend — cost, renewals, and usage.
- Surface optimization opportunities such as underused licenses or duplicate tools for leadership decisions.

Reporting & Operating Rhythm

- Produce clear status updates and recurring reports for engineering leadership.
- Keep systems of record accurate and support the team's regular cadence of reviews and planning.

Requirements:

- Education: Bachelor's degree in Computer Science, Engineering, Information Systems, or a related field.
- Experience: Minimum 3 years in an analyst, program, or related role in a technology or engineering environment.
- Technical Skills: Comfort working with data and APIs; ability to pull, join, and analyze data from multiple sources; familiarity with reporting/dashboarding tools and tools like Jira, Confluence, or Smartsheet. Some scripting or query experience (SQL, Python, or similar) is a strong plus.
- Core Skills: Resourceful problem-solver who can navigate ambiguity, strong analytical thinking, clear communication, and the drive to figure things out independently and follow through.

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. 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. #LI-TG1  #LI-Hybrid 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 $75,000—$105,000 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. [builtin.com/company/vestmark-inc](https://builtin.com/company/vestmark-inc)

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