Hello, we're Vestmark, Inc.

Vestmark enables financial advisors and institutions to efficiently manage and trade their clients’ portfolios through an innovative SaaS ecosystem. Our client list includes blue chip financial institutions, with over $1+ trillion in assets and 3+ million investor accounts on our platform.

Why Work with Us?

Our employees are the reason we've been named Best Places to Work by Boston Business Journal THREE years in a row! Our thriving work culture promotes individual growth, team collaboration, and employee wellness. This environment keeps client satisfaction high and employee turn-over low.
We are

Inspiring,

Collaborative &

Visionary

An Insider's view of Vestmark, Inc.

What are some social events your company does?

At Vestmark we have a fun committee that plans two to three events per quarter including company and family events. Our events include paint nights, chili cookoffs, meditation sessions, cornhole tournaments, movie nights, and so much more. . We are strong believers that providing a fun work culture promotes individual growth and teamwork.

Haley

Marketing Analyst

What's the biggest problem your team is solving?

It’s my job to educate users on the best ways to use our product. While anyone can push the buttons, I always ask “why?” and “what is the user trying to accomplish?” I'm not only demonstrating the product, but also the value it adds to the workflow of the customer. By interacting with users, we are not just teaching but also learning.

Jenny

Staff Trainer

How has your career grown since starting at the company?

My time at Vestmark has been like a "choose your own adventure" novel. I joined the company as a mid-level software engineer but have since grown into the role of a technical lead, to an engineering manager, and now helping to drive our agile transformation. I truly believe that Vestmark thinks that I should be in the driver's seat of my career.

Bobby

Engineering Manager

What is your vision for the company?

My vision for Vestmark is two-fold. First, to provide an awesome workplace where people can be challenged, have fun and be rewarded. Second, to truly help the financial well-being of investors by enabling financial advisors and institutions to efficiently manage and trade their clients’ portfolios through an innovative SaaS platform.

John

CEO

How has your career grown since starting at the company?

What makes Vestmark a compelling career choice for me is working for a company that has a product that is constantly pushing the bounds of innovation in the fintech space. Working alongside like-minded people to increase Vestmark’s footprint and influence is truly rewarding.

Kevin

Senior Sales Engineer

Where we are

Our company is located in Wakefield about 20 minutes north of Boston. We are conveniently located right off of 95 making it easy to get to the office.

Perks + Benefits

Culture
Volunteer in local community
Volunteer in local community
Friends outside of work
Friends outside of work
Eat lunch together
Eat lunch together
Intracompany committees
Intracompany committees
Health Insurance & Wellness
Flexible Spending Account (FSA)
Flexible Spending Account (FSA)
Disability Insurance
Disability Insurance
Dental Benefits
Dental Benefits
Vision Benefits
Vision Benefits
Retirement & Stock Options
401(K)
401(K)
401(K) Matching
401(K) Matching
Company Equity
Company Equity
Performance Bonus
Performance Bonus
Child Care & Parental Leave
Generous Parental Leave
Generous Parental Leave
Flexible Work Schedule
Flexible Work Schedule
Remote Work Program
Remote Work Program
Family Medical Leave
Family Medical Leave
Vacation & Time Off
Generous PTO
Generous PTO
Paid Holidays
Paid Holidays
Paid Sick Days
Paid Sick Days
Perks & Discounts
Casual Dress
Casual Dress
Commuter Benefits
Commuter Benefits
Company Outings
Company Outings
Game Room
Game Room
Professional Development
Job Training & Conferences
Job Training & Conferences
Lunch and learns
Lunch and learns
Cross functional training encouraged
Cross functional training encouraged
Promote from within
Promote from within
  • Right from the start Vestmark invests in career growth. Our Tech Support Rotation encourages growth within the company and internal transfers. The rotations helps employees understand clients, gain product knowledge and build long term relationships.
    Tracy
    VP, Production Support
  • Being a part of a hard-working and motivated team...makes working at Vestmark great. The opportunity to be continuously challenged while working alongside such knowledgeable individuals in a friendly and social atmosphere is what makes working at Ves
    Laura
    Accountant
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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
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    • IllustratorDesign
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    • Aha!Management
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    • TrelloManagement
    • SalesforceCRM
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