Vestmark

• Proactively engage RIA prospects and distribution contacts through outbound phone, email, and virtual outreach to introduce Vestmark's platform solutions and generate qualified opportunities. • Support senior Business Development professionals by managing a defined territory or prospect list, scheduling meetings, and preparing materials for advisor-facing conversations and partner firm introductions • Build and maintain relationships with RIA home office contacts, field distribution representatives, and independent advisors through consistent, value-driven touchpoints • Leverage Vestmark's thought leadership, market insights, and platform capabilities to educate prospective clients on industry trends, tax-managed investing, and the operational advantages of a unified managed account (UMA) approach • Maintain an active and accurate pipeline in Salesforce, logging all outreach activity, tracking engagement, and surfacing opportunities • Coordinate and participate in virtual and in-person meetings, regional events, and webinars to support partner engagement and Vestmark brand visibility within the RIA channel • Partner cross-functionally with Marketing to stay current on messaging, collateral, and campaign initiatives, ensuring outreach is timely and aligned with go-to-market priorities • Act as a feedback loop internally, sharing prospect objections, competitive intelligence, and market trends with Product, Marketing, and Sales leadership to inform strategy

• Proactively identify opportunities for improvements in trading process and efficiency • Process client model change requests by generating the across-the-board (ATB) block trade orders required to affect the model changes • Process maintenance requests (new accounts, cash flows, terminations, tax harvests, etc.) by rebalancing accounts as instructed • Communicate client model changes to Model Only/UMA sponsors in accordance with the ATB trade order rotation • Perform Trading Services on behalf of Clients to assist connectivity between Vestmark and Sponsors • Responsible for all aspects of trade operations including trade order management, execution review and reconciliation on trades generated by the portfolio management team

• Build and maintain strategic relationships with field distribution teams, home office leadership, and key decision-makers at partner firms through proactive outreach, consultative conversations, and regular touchpoints • Network extensively across the financial services landscape to identify new distribution opportunities and deepen existing partnerships with RIAs and wealth management platforms • Partner closely with Vestmark's sales and client success teams to align on go-to-market strategies, ensuring distribution partners are equipped with the resources and knowledge needed to promote Vestmark's solutions • Deliver compelling presentations of Vestmark's value proposition to field distribution audiences, showcasing how our technology platform solves critical operational and investment management challenges • Coordinate and participate in field events, regional conferences, and partner meetings to strengthen visibility and relationships within distribution networks • Serve as the voice of distribution partners internally at Vestmark, providing feedback to Product, Technology, Marketing and Leadership teams to inform roadmap priorities and enhance partner experience • Drive lead generation and opportunity identification by maintaining strong communication channels with distribution teams and tracking emerging needs within their advisor networks • Leverage Vestmark's thought leadership and market insights to educate distribution partners on industry trends, regulatory changes, and the evolving wealth management landscape.

• Work closely with and support the Portfolio Management team on the day-to-day investment management operations including oversight of all Quality Assurance tasks • Perform optimization testing and scenario analysis using optimization tools such as Northfield • Conduct ad hoc investment research by writing code in SQL and Python • Collaborate and communicate with trading and operations teams to implement effective trading strategies • Work closely with sales consultants in reviewing tax transition optimizations, mitigate issues raised, respond to client requests • Partner with product management and technology teams to develop, automate and enhance systems and processes to improve portfolio management efficiency, draft JIRA requirements • Perform testing plan and execution of UAT across latest development releases

• Support the portfolio management team on the day-to-day investment management operations including oversight of all quality assurance tasks • Conduct ad hoc operational research by writing code in SQL and Python • Collaborate and communicate with trading and operations teams to ensure trades are released and executed according to the portfolio managers’ guidelines • Partner with product management and engineering teams to articulate and draft portfolio managers’ technical requirements for rules-driven optimizations • Perform testing plan and execution of User Acceptance Testing across latest development releases, document results and bugs