Vestmark

Vestmark is a leading provider of wealth management software and services, dedicated to simplifying personalized investing at scale. Their innovative SaaS solution, VestmarkONE, is a managed account technology platform that enables financial institutions and advisors to efficiently construct and manage highly tailored portfolios for their clients. VestmarkONE supports a wide range of investment options, including direct indexing, SMAs, mutual funds, and ETFs, allowing for flexible and customizable portfolio construction.

Vestmark is committed to delivering exceptional client support and driving innovation within the industry. Their recent introduction of VAST™, an outsourced portfolio management service, further enhances their offerings by providing advisors with a turnkey solution for personalized investing and tax management. Vestmark's commitment to innovation and client satisfaction has earned them numerous industry recognitions and awards, solidifying their position as a leader in the wealth management technology space.

Vestmark offers flexibility in work arrangements, recognizing that employees have varying needs. While they believe in-office work can be engaging and effective, they also provide a strong virtual work environment to support remote and hybrid employees. This includes ensuring these employees feel supported, included, and engaged, demonstrating their commitment to workplace flexibility.

Vestmark offers a comprehensive benefits package for its employees, including medical, dental, and vision insurance with a generous company contribution. They also provide 100% paid maternity and parental leave, life, short-term, and long-term disability insurance, an Employee Assistance Program, and work-life benefits. Additionally, Vestmark offers generous paid time off, flexible spending accounts, a 401(k) plan with an employer match, company equity in the form of RSUs, a charitable program, an on-site gym, pet insurance, employee engagement events, and discount programs through various vendors. They also offer financial wellness webinars to support employees in improving their financial literacy.

Vestmark is a leading provider of wealth management software and services committed to simplifying and shaping a personalized investor experience through innovative technology and services. The company's mission is to empower wealth management firms, investment managers, and advisors to scale their businesses and deliver customized solutions to more clients in today's demanding digital environment. Vestmark strives to be the most highly regarded financial technology and services provider across all its segments, working towards a future where personalized investing is a reality for all.

Vestmark fosters a collaborative and engaging work environment that prioritizes open communication, transparency, and individual growth. They value a culture where employees feel comfortable and supported, while also celebrating success and promoting fun in the workplace. The company recognizes the importance of professional development and offers a range of resources to help employees advance their careers. Vestmark also emphasizes a strong leadership team that embodies the entrepreneurial spirit needed to remain at the forefront of the fintech industry.

Vestmark is committed to creating a workplace where everyone feels welcomed, valued, respected, and heard. They value equality and work to advance their mission through their Diversity, Equity and Inclusion Committee. They strive to build a workplace where everyone is treated fairly and has the opportunity to succeed.