Job Description
As a Technical Support Engineer on the production support Trading team you will be responsible for all aspects of production and technical support for clients using our Wealth Management solutions platform VestmarkONE. This hands-on position requires significant client contact and coordination with internal operations and technology teams to service new and existing clients. You will analyze research and resolve customer support cases and internal alerts to provide a high level of client satisfaction.
This position is hybrid based out of our Wakefield MA office at least 3 days per week.
Responsibilities:
- Partner with Vestmark’s trading clients to provide timely guidance or technical solutions in a time sensitive environment.
- Troubleshoot client question and issues related (but not limited) to; order generation order and allocation transmission order management model management product questions and configuration settings.
- Respond to internal alert monitoring and proactively notify clients of issues and steps to resolve the issue.
- Use business and technical prowess to proactively manage and conduct analysis research and resolution of customer support cases.
- Ongoing contributions to the production support procedure repository by developing and refining production support procedures which contribute to overall team efficiencies.
- Contribute to the cross training and onboarding of newer team members rotation team members and/or interns and coops.
- Answer inbound support calls and triage support inquiries; escalate to team lead if case is outside area of understanding.
- Proactively manage case communication and resolution activities associated with assigned cases ensuring all activity is accurately described and described with a reasonable amount of detail.
- Management of client expectations – excellent communication skills are essential.
- Collaborate within the organization to provide optimal workflows and solutions for client use cases and issues.
- Lead and / or participate in special projects related to client issues sponsor changes or issues that may impact multiple clients.
- Lead or participate in client meetings as needed.
Required Experience and Skills
- Understanding of the Financial Services/Wealth Management Industry and Investments
- Ability to balance and manage multiple competing priorities.
- Collaborative interpersonal skills and ability to work within cross-functional teams.
- Self-starter who can display good judgment to plan and accomplish goals in a complex fast-paced environment.
- Excellent customer service mentality and skills.
- Creative problem-solving and analysis skills.
- Ability to handle problem situations quickly inventively and resourcefully.
Preferable skills:
- Experience/Knowledge of investment systems (e.g. Portfolio Management Trading Middle/Back Office Operations).
- Experience with/understanding of FIX
- Project management skills including:
- Ability to prioritize and manage tasks
- Ability to identify escalate and manage project issues
- Willingness to work extended hours on an as-needed basis
- Knowledge understanding and/or interest of enterprise software implementation life-cycle and aptitude for comprehending enterprise software architecture is a plus.
- SQL experience or exposure is a plus.
- Familiarity/experience with Salesforce Dynatrace BigPanda JIRA/Confluence
Attributes:
- The most successful people in this position possess the following traits: intelligent collaborative proactive engaging dynamic resourceful personable technical flexible.
Education:
- BA or BS degree (degree in Finance Economics Computer Science or equivalent is a plus).
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. #LI-TG1 #LI-Hybrid
Vestmark takes a market-based approach to compensation to ensure we pay fairly and competitively. Compensation for this role depends on several factors such as skills experience qualifications job scope and location.
In addition to base salary Vestmark offers a comprehensive total rewards package which includes equity-based grants for all new hires company-paid medical premiums of 90% a competitive time-off program and other variable compensation if eligible.
Skills Required
- Understanding of the Financial Services/Wealth Management Industry and Investments
- Ability to balance and manage multiple competing priorities
- Collaborative interpersonal skills and ability to work within cross-functional teams
- Self-starter who can display good judgment to plan and accomplish goals in a complex fast-paced environment
- Excellent customer service mentality and skills
- Creative problem-solving and analysis skills
- Ability to handle problem situations quickly inventively and resourcefully
- BA or BS degree (degree in Finance Economics Computer Science or equivalent is a plus)
- Experience/Knowledge of investment systems (Portfolio Management Trading Middle/Back Office)
- Experience with/understanding of FIX
- Project management skills (prioritization issue escalation and management)
- Willingness to work extended hours on an as-needed basis
- Knowledge/interest in enterprise software implementation lifecycle and software architecture
- SQL experience or exposure
- Familiarity/experience with Salesforce Dynatrace BigPanda JIRA/Confluence
What the Team is Saying
Vestmark Inc. Compensation & Benefits Highlights
- Healthcare Strength—Medical coverage is described as robust with the employer covering a large share of premiums and offering multiple plan options including an HSA alongside dental vision life and disability. Wellness supports such as on-site fitness access reimbursements and incentive programs further reinforce overall health benefits.
- Leave & Time Off Breadth—Time off is structured with vacation sick time and a full set of company holidays and public materials characterize the PTO and holiday policies favorably. Additional paid leaves are also listed.
- Retirement Support—A 401(k) program includes employer matching with vesting after a short service period positioned as competitive for a midsize fintech employer. Traditional and Roth options and references to true-up practices strengthen the retirement offering.
Vestmark Inc. Insights
What We Do
Headquartered outside of Boston Mass. and founded in 2001 Vestmark is a leading provider of portfolio management/trading solutions and outsourced services for financial institutions and their advisors enabling them to efficiently manage and trade customized client portfolios through an innovative SaaS platform. Supporting over $1.5 trillion in assets and more than 5 million accounts Vestmark is a partner to some of the largest and most respected wealth management firms.
Why Work With Us
Our employees are the reason we've been named a Best Places to Work for several years! Our thriving hybrid work culture promotes individual growth team collaboration and employee wellness. This environment keeps client satisfaction high and employee turn-over low.
Gallery
Vestmark Inc. Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We have a mix of fully remote hybrid and in-office employees. We established Tuesdays & Thursdays as collaboration days for hybrid employees.
Explore More
Date Posted
07/02/2026
Views
0