Vestmark, Inc.
CustodianRelationshipManager
“Custodian Relationship Manager at Vestmark, Inc.. Skills: process management, cross-functional coordination, vendor/stakeholder management, operational metrics, resource planning, continuous improvement, relationship management, technical program delivery, investment management, financial advisory concepts. serving as Vestmark's primary liaison between internal teams and external partners across Custodians, Asset Managers and Technology Vendors. maintaining and growing strategic relationships wi”
What You'll Achieve.
growing strategic relationships with major custodians; making it easier for advisors to do business with Vestmark; ensuring that custodian infrastructure and Vestmark's platform capabilities are seamlessly connected
Industry & Context.
identify process gaps; recommend improvements
What They're Looking For.
Must Have
Bachelor's degree from an accredited four-year college or university, Basic to intermediate proficiency in investment management and/or financial advisory concepts, including security types, investment products, portfolio management, investment performance, and general advisory operations
Nice to Have
Prior experience working with or at a major custodian or broker-dealer, Familiarity with wealth management platforms, TAMPs, or managed account technology — particularly advisor-facing platforms and the advisor experience, Experience working at the intersection of custodian infrastructure and an advisor-facing platform, with an understanding of how backend custodial configuration impacts what advisors see and do day-to-day, Experience managing FIX connectivity, SFTP infrastructure, or custodial file integrations, Background in technical program or project management, Experience in asset manager relations, co-marketing programs, or distribution partnerships within the wealth management industry, Familiarity with consulting firm relationships and how independent consultants influence RIA and wealth management technology decisions, Experience building technology partnership business cases and managing integration or revenue-sharing arrangements, Familiarity with advisor onboarding workflows and the operational steps required to bring an advisory firm live on a new platform
What You'll Do.
serving as Vestmark's primary liaison between internal teams and external partners across Custodians
Asset Managers and Technology Vendors
maintaining and growing strategic relationships with major custodians through structured relationship building
proactive roadmap alignment
and technical integration oversight
building and owning the custodian playbook — a comprehensive
per-custodian operational guide that standardizes how Vestmark onboards new clients
configures integrations
and supports day-to-day operations across each custodial relationship
serving as the Vestmark champion for making it easier for advisors to do business with Vestmark
by ensuring that custodian infrastructure and Vestmark's platform capabilities are seamlessly connected
How You'll Work.
Team & Collaboration
cross-functional coordination; cross-functional programs with technical and non-technical teams; translating technical concepts for non-technical audiences and vice versa; commanding credibility and authority with both operational and executive-level contacts
Communication Scope
Excellent written and verbal communication skills; ability to translate technical concepts for non-technical audiences and vice versa; ability to command credibility and authority with both operational and executive-level contacts
Process & Methodology
project management skills, ability to track multiple parallel workstreams, identify process gaps, recommend improvements, technical program management, program management
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