Senior Investment Solutions Associate - Remote

Overview

As Vestmark embarks upon on our next stage of growth and evolution, Vestmark Advisory Solutions seeks a Senior Investment Solutions Associate to join the team to provide analysis and evaluation of workflows, processes, and documentation necessary to support the product enhancements and on-going onboarding of new enterprise clients and advisor firms. You will interact with cross-functional teams to help in the support of the project and workstreams needed for a multi-phased initiative. You will play a critical role in designing, documenting, and improving onboarding processes, creating process flows and diagrams, and developing onboarding templates to ensure a seamless, efficient, and impactful experience for new clients. The Senior Investment Solutions Associate will also have ongoing responsibility for continued thought leadership and collaboration with business and technology partners on how to continue to refine and scale processes to support the needs of the business.

In Short

• Drive evaluation and analysis for the investment management and investment solutions team from both a tactical and strategic perspective
• Responsible for documenting business requirements, process workflows, and procedures to support the various aspects of investment operations
• Proactively maintain high level knowledge of Vestmark Advisory Solutions products, systems, and end- to- end infrastructure allowing for strategic thoughtful support and scale needs
• Support new product launch and client onboarding initiatives, as well continued enhancements needed to support and run the business by collaborating with cross-functional teams including portfolio management, product, operations, technology, sales, and client delivery
• Support the end-to-end onboarding experience for new clients, ensuring that it aligns with product goals and client’s needs.
• Participate in defining and supporting user acceptance testing plans and execution
• Ongoing assessment of process improvement initiatives to improve operational efficiency and scale

Requirements

• Bachelor’s degree in Business, Operations, Product Management, or a related field (MBA or similar advanced degree is a plus)
• At least 5+ years of relevant experience, preferably in technology and/or the Managed Accounts industry
• Financial industry skills should include a general understanding of back-office operations, portfolio management, and trading operations and relevant work experience in the brokerage and/or securities related industry
• Strong analytical skills
• Strong writing skills, including the ability to describe business requirements, use cases and, process flow diagrams using tools like Visio or Confluence
• Excellent communication skills including the ability to effectively communicate complex concepts in clear and concise manner. Must be able to quickly gain credibility with clients. Strong verbal and listening skills.
• Strong interpersonal skills, bright, energetic, self-motivating and a do what it takes attitude
• Collaborative work style in a team environment
• Able to build strong relationships based upon trust and credibility

Benefits

• 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.