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Custodian Relationship Manager at Vestmark — Wakefield

Jobs Companies Me

V

Custodian Relationship Manager

VestmarkWealth Management company

Wakefield, United States·Mid

Summit Partners

Vestigo Ventures

A

Alumni Ventures

Savano Capital Partners

Hub Angels

Sales & Account Management

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About the role

TL;DR

Serves as Vestmark's primary liaison between internal teams and external partners.

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Required skills

Business DevelopmentSalesAccount ManagementCustomer ServiceCommunicationTeam BuildingProblem SolvingAnalytical ThinkingCritical Thinking

Domain expertise

fintech

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Details

Level: Mid
Work type: hybrid
Posted: 2026-05-16

Company snapshot

Wealth Management company

Vestmark is a leading provider of portfolio management solutions and outsourced services for financial institutions and their advisors. The company offers a technology platform that enables broker dealers, investment managers, RIAs, and bank trusts to deliver wealth management and investment advisory solutions.

Category: Wealth Management
Stage: Series C
Employees: 422
HQ: Wakefield, United States
Founded: 2001
Funding: $68M

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