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Vestmark
Finance & Accounting 3h ago

VAS Trader - Retail SMA Order Generation and Trade Execution

Vestmark
United StatesUnited States
Full-time
$75,000–$90,000 USD
Mid-Level
VT

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Job Description

Key Skills Required

Master these to land this role

Financial AnalystTrade ExecutionSeparately Managed Account (SMA)AccountantUnified Managed Account (UMA)

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Vestmark Advisory Solutions (VAS) is expanding its advisory and asset management services and has an opening for an experienced individual in the retail SMA order generation and trade execution arena. The VAS Trader is primarily responsible for implementing trades to Manager Models, which are proprietary and 3rd party. This position supports SMA, MSP, and Model Only/UMA sponsors and managers and maintaining the underlying accounts. In addition, this role handles trade order management, pre- and post-trade servicing, and ensuring trades are submitted and executed.

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Vestmark (operating at vestmark.com) is a wealthtech platform engineered for financial advisors and institutions seeking scalable, enterprise-grade portfolio management solutions. Founded in 2001 and headquartered outside of Boston, Massachusetts, Vestmark specializes in addressing the operational and compliance challenges of managing customized client portfolios at scale. Under the hood, its platform integrates tax-aware investing, automated reporting, and advisor-enablement tools, streamlining workflows for firms handling complex asset allocations. This allows wealth management firms—including some of the largest in the industry—to efficiently support over $1.7 trillion in assets and 4.5 million accounts while delivering tailored investment strategies. Backed by a $30 million growth financing round led by Summit Partners in 2023, Vestmark continues to expand its leadership in wealth-management technology through strategic investments in sales, marketing, and software innovation.

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