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Vestmark

Vestmark

www.vestmark.com

2 Jobs

421 Employees

About the Company

Headquartered outside of Boston, Mass. and founded in 2001, Vestmark is a leading provider of portfolio management solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage customized client portfolios through an innovative technology platform. Supporting over $1.7 trillion in assets and 4.5 million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms. At the heart of our success are passionate, ambitious, and driven professionals. Our thriving work culture promotes individual growth, team collaboration, and employee wellness. This environment keeps client satisfaction high and employee turn-over low. We offer a wide range of employee resources, social activities, and opportunities for employee development to help you build a fulfilling career. If you are looking to surround yourself with energetic, like-minded professionals, we invite you to explore our available opportunities.

Listed Jobs

Company background Company brand
Company Name
Vestmark
Job Title
Customer Engineer
Job Description
Job title: Customer Engineer Role Summary: Technical Customer Engineer joins the Professional Services team to deliver implementation of a Managed Accounts solutions platform for new clients. Hands‑on role involves planning, configuring, customizing, testing, and supporting client deployments, coordinating with internal technical and business teams, and managing client expectations throughout the project lifecycle. Expectations: • Execute end‑to‑end client implementations; deliver quality configuration, integration, and data migration. • Maintain clear, proactive communication with clients and internal stakeholders. • Manage multiple priorities, meet project schedules, and address issues swiftly. • Provide post‑implementation support and custom reporting. • Demonstrate strong customer service, problem‑solving, and collaborative skills. Key Responsibilities: • Analyze functional and technical customer requirements. • Document configuration specifications and effort estimates. • Configure the managed accounts platform, data loaders, and workflow processes. • Identify and communicate project dependencies, scope changes, and progress status. • Partner with cross‑functional teams (operations, technology, account management). • Provide technical support during and after implementation. • Develop and deploy custom reports and documentation. Required Skills: • 3+ years in professional services or technical consulting for enterprise software (installation, configuration, customization, testing). • Strong understanding of enterprise software implementation lifecycle and architecture. • Experience with MS Windows, SQL, ETL tools, XML, IIS, JBoss, Tomcat. • Project management skills: prioritization, scheduling, issue escalation. • Excellent communication, customer service, and interpersonal skills. • Creative problem solving, analytical thinking, independence, and resourcefulness. Required Education & Certifications: • Bachelor’s degree in Computer Science or related field (Master’s preferred). • Valid certifications in relevant technologies (e.g., SQL, ETL, Windows Server) are a plus.
Wakefield, United states
Hybrid
26-11-2025
Company background Company brand
Company Name
Vestmark
Job Title
Senior QA Engineer
Job Description
**Job Title:** Senior QA Engineer **Role Summary:** Lead quality assurance for a comprehensive product suite, translating functional requirements into rigorous test plans and ensuring delivery of defect‑free software. Champion testing best practices, mentor peers, and collaborate closely with development, product, and ops teams to uphold high performance and user experience standards. **Expactations:** - 5‑10+ years of QA experience, preferably in fintech or related domain. - Proven track record in both manual and automated testing. - Strong command of CI/CD tools (Jira, Bitbucket/GitHub, Jenkins, Docker, Gradle). - Ability to evaluate and improve code quality, coverage, and performance. - Excellent problem‑solving, communication, and collaboration skills in a fast‑paced environment. **Key Responsibilities:** - Analyze functional requirements and user stories, crafting detailed test plans and cases. - Develop, maintain, and execute manual and automated test suites (UI, API, performance). - Peer‑review automated test code, ensuring standards and coverage thresholds. - Provide actionable feedback on product performance, UX, and documentation. - Participate in release notes review and defect triage. - Promote QA best practices across engineering teams. **Required Skills:** - Manual & automated testing leadership. - CI/CD environment expertise. - SQL Server (or equivalent) data retrieval and manipulation. - Scripting knowledge (Python preferred). - Ruby on Rails familiarity. - Web service and API testing (Postman). - Performance testing (Locust.io). - Code‑UI automation (Selenium WebDriver or Playwright). - Git or similar version control fundamentals. - Positive, growth‑oriented mindset. **Required Education & Certifications:** - Bachelor’s degree in Finance, Computer Science, or equivalent experience. - Master’s degree in Computer Science (optional).
Wakefield, United states
Hybrid
Senior
26-12-2025