Check out your Company Bowl for anonymous work chats.
At Vestmark, we believe AI isn’t just a tool—it’s a transformational force in wealth management. That’s why we created the role of Chief AI and Innovation Officer to lead our AI strategy and ensure it’s embedded across our solutions. In this exclusive Q&A with Leo Schrantz, we explore: 🔹 The evolving role of AI in advisory services 🔹 Challenges and opportunities in wealth management 🔹 How AI is unlocking new capabilities for advisors
Happy Lunar New Year from Vestmark! This year symbolizes growth, renewal, and adaptability. 🐍 The Vestmark team came together to celebrate the Year of the Snake with a special Lunar New Year lunch. As we embrace the new year, we extend our best wishes to our employees, clients, and community for a year filled with wisdom, growth, and success.
Ready to hashtag#MakeYourMark in a role that values innovation and rewards the people behind the scenes? Vestmark is seeking a Senior Java Software Engineer to join our team. Learn more about what this opportunity could look like for you from Samantha White, one of Vestmark's Senior Software Engineers. This role will play a pivotal role in designing, developing, and maintaining high-quality Java-based applications, services, and systems. Apply here: https://lnkd.in/ecDYCqHx
Vestmark is honored to announce that Vestmark has been recognized as a 2024 Best-in-Class Employer by Gallagher! This recognition highlights our dedication to excellence and aligns with the key trends shaping top employers: 1️⃣ Investing in HR Technology: Leveraging advanced tools to make informed workforce decisions. 2️⃣ Prioritizing Mental Health: Offering comprehensive training and support services to promote well-being. 3️⃣ Boosting Employee Engagement: Implementing best-in-class practices to foster a motivated and connected team. 4️⃣ Aligning DEI with Core Values: Embedding diversity, equity, and inclusion into our culture to demonstrate genuine commitment. 5️⃣ Empowering Employees with Financial Wellbeing: Providing resources that enhance financial health, focus, and engagement. A heartfelt thank you to our dedicated team for making this achievement possible. Together, we continue to build a workplace where everyone can thrive.
This holiday season, we’re proud to continue our tradition of giving back through Vestmark’s annual Snowflake Drive. Partnering with the Boys & Girls Club of Metro North, we’re helping fulfill wish lists to bring a little extra joy to children in our community. A heartfelt thank you to our employees for making this possible and helping spread holiday cheer!
The Vestmark team had an inspiring time at the Massachusetts Conference for Women last Thursday! With over 15,000 attendees, the event offered opportunities for growth, networking, and empowerment.
We are proud to announce that Vestmark has been recognized as one of the 25 winners in InvestmentNews' New Technology Report for 2024! Technologies and software introduced within the past 24 months were evaluated for inclusion in the New Technology Report.
Last week, Vestmark celebrated Diwali with traditional cuisine, vibrant decorations, engaging games, and candles representing the triumph of light over darkness. To ensure everyone could join the festivities, we also hosted a Virtual Diwali Bingo for our remote employees. We’re proud to support equality and foster inclusivity through the efforts of our Diversity, Equity, and Inclusion (DEI) Committee!
We’re proud to announce that Vestmark has teamed up with BlackRock to enhance custom model portfolio offerings. This partnership will empower financial advisors with the flexibility to offer investment solutions personalized for tax at scale. “We are excited to offer our unique UMA (Unified Managed Account) proposition to advisors, providing an innovative, sophisticated solution to help meet their clients’ diverse needs,” says Karl Roessner, Chief Executive Officer at Vestmark. Leveraging Vestmark’s advanced technology and BlackRock’s extensive expertise in investment management, this latest collaboration reflects both companies’ commitment to innovation and growth in the model portfolio business, a sector experiencing significant expansion.
The Vestmark team had the privilege of attending the Invest in Others Charitable Foundation's Annual Gala last Thursday in Boston! It was inspiring to witness the support of the financial industry for causes that are deeply meaningful to advisors and to which they dedicate their time and efforts. We are proud to sponsor this special event honoring financial advisors for their leadership, commitment, and the positive impact they bring to nonprofits and the communities they serve.
