Frequently Asked Questions about Vestmark Careers

Yes, Vestmark offers remote working opportunities. Vestmark's employees have the flexibility to work remotely and remotely access the Vestmark systems. Vestmark also offers flexible work hours and the ability to work from home when needed.

Vestmark offers a comprehensive benefits package to its employees, which includes medical and dental insurance, paid time off and holidays, 401(k) with employer match, health and wellness programs, and employee assistance programs. Additionally, Vestmark provides competitive salaries and performance-based incentives to its employees.

Yes, Vestmark offers a variety of financial assistance programs for employees such as 401k matching, stock options, and tuition reimbursements. Additionally, Vestmark has an Employee Assistance Program (EAP) which offers financial counseling and guidance.

Yes, Vestmark is committed to creating a diverse environment and providing equal opportunity for all employees. The company’s statement on diversity and inclusion states that they are committed to “creating and supporting an inclusive work environment where all individuals can thrive and succeed, and where respect for differences is embraced and valued.” They also have a Diversity & Inclusion Council that meets regularly to discuss initiatives and strategies to ensure that Vestmark is an inclusive and diverse workplace.

Yes, Vestmark provides a variety of career development support to its employees, including mentorship programs, online training courses, and workshops and seminars. Employees also have the opportunity to participate in leadership development programs and career-related activities.

At Vestmark, there are numerous career progression opportunities available. We have an atmosphere of collaboration, support, and growth. We believe that if we invest in our employees, they will continue to grow and develop in their careers. We offer our employees the chance to move up through the ranks, from entry-level positions to senior management roles, as well as a chance to specialize in certain areas. We also offer employees opportunities for professional development through internal and external trainings, seminars, and certifications.

Yes, Vestmark holds employee appreciation activities on a regular basis. Examples of activities include team building events and companywide celebrations of milestones and accomplishments. Vestmark also hosts a monthly “Coffee and Conversation” series, which allows employees to get to know each other better in a relaxed, informal setting.

Yes, Vestmark employees receive a variety of benefits including medical, dental, vision, life insurance, and 401(k) plans. The average tenure of employees at Vestmark is 4 years.

Vestmark's onboarding process typically begins with an introductory phone call with the hiring manager and/or recruiter to discuss the role, the expectations, and the requirements of the position. This is followed by an in-depth orientation that introduces new hires to the company's culture, processes, and technology. Following the orientation, new hires will then receive onboarding training to learn the Vestmark platform, as well as any additional tasks specific to their role. Lastly, new hires will participate in a series of team meetings and workshops to become more acquainted with the people, processes, and products at Vestmark.

Yes, Vestmark offers a full suite of mentoring programs for advisors and investors. These programs are tailored to the individual's needs, and can provide guidance on a variety of topics including portfolio construction, asset allocation, and risk management.

At Vestmark, we prioritize tasks and projects according to their importance and urgency, and use project management tools to identify and track progress against established timelines. We also practice effective communication, delegating tasks when appropriate, and providing clear expectations and timelines for completion. Additionally, we use calendar management to ensure that deadlines are met and that our team is able to block out time for the most important tasks. Finally, we provide our team with the resources, tools, and support they need to be successful in their time management efforts.

Vestmark provides employees with a wide range of development opportunities including online and in-person training sessions, webinars, and mentoring programs. Vestmark also encourages employees to take advantage of its partnership with industry-leading providers such as Morningstar, Fidelity, and Russell Investments to access educational resources. Additionally, Vestmark’s HR team works closely with employees to create personalized development plans tailored to their individual goals and objectives.

Yes, Vestmark offers an employee recognition program in which employees are rewarded for their efforts and accomplishments. Recognition can come in the form of individual awards, team awards, or innovative ideas. Employees are also recognized for going above and beyond in their work.

Vestmark recognizes the importance of a good work-life balance and offers a flexible work schedule to accommodate employees' personal commitments. The company also offers competitive vacation and sick leave policies. Employees are encouraged to take advantage of the company's wellness program which includes activities such as yoga, health seminars, and other mindfulness activities to help promote a healthy work-life balance.

At Vestmark, there are many opportunities for growth, both professionally and personally. Professionally, we offer a variety of career paths and roles that range from software engineering and development to sales and marketing. Our culture encourages learning, growth, and development, and we provide ongoing training and support to our employees. We also offer a broad range of benefits and career development opportunities. On a personal level, Vestmark encourages individual development and encourages individuals to take on new challenges and responsibilities. We offer a variety of activities and events that give employees the opportunity to grow and develop their skills.

Vestmark looks for people with a combination of strong technical skills, business acumen, and excellent communication skills. Generally, candidates should have a Bachelor's degree in Finance, Economics, Mathematics, Computer Science, or a related field. In addition, experience with financial services and/or software development is preferred.

At Vestmark, the employee dress code is business casual. This includes slacks or khakis, collared shirts, and closed-toe shoes. Jeans are acceptable as long as they are not torn or distressed. Sweaters, vests, and dressy tops are also acceptable.

Vestmark offers a comprehensive training and development program to help employees reach their full potential. Our program includes an onboarding program, on-site and virtual training, and a variety of learning modules and resources to help team members learn more about our products, services, and industry. Additionally, Vestmark provides a robust tuition reimbursement program and encourages employee participation in industry events and conferences. We also host internal and external guest speakers and host monthly employee development sessions.

Vestmark stands out from other companies because of its comprehensive technology platform that helps simplify the complexities of managing wealth. Our platform includes tools for portfolio management, client reporting, onboarding, compliance, and trading, as well as a suite of APIs for developing customized solutions. Additionally, Vestmark is the only wealth management platform with integrated automated advice capabilities, allowing firms to easily build, deploy, and manage their own automated advice programs.

Vestmark's mission is to empower financial advisors and their clients to achieve better outcomes through innovative and comprehensive technology. We strive to deliver the most comprehensive platform and services to the wealth management industry, empowering advisors to better serve their clients while driving improved outcomes and efficiency.