What I do at Vestmark - System Engineer II. We connected with David Edwards to get a look at what a day in the life of a System Engineer II looks like at Vestmark. In this video, David answers: Overview of Vestmark systems engineering role. David Edwards serves as a Systems Engineer II at Vestmark within the Vestmark Managed Services (VMS) Operations team. Vestmark provides financial technology solutions for wealth management, and the VMS Operations team ensures that the core infrastructure supporting the Vestmark V1 platform and components of the BAS platform operates reliably and securely for clients. Employee profile: David Edwards at Vestmark. David Edwards joined Vestmark as an intern after studying computer science and building technical experience through home lab projects. Unlike traditional internships focused on passive observation, his internship at Vestmark provided immediate hands-on access to production infrastructure, client environment troubleshooting, and network security stacks. This foundation enabled his transition to a full-time Systems Engineer II role within the company. Core responsibilities at Vestmark. The Systems Engineer II role at Vestmark covers several functional areas across infrastructure management and operational support: * Network and Security Operations: Managing digital certificates, user access controls, VPN connections, and overall connectivity setups. * Infrastructure and Tooling: Administering DNS, SFTP services, and internal infrastructure management systems. * Infrastructure Automation: Building and maintaining automated deployment workflows using Terraform, PowerShell, and Python. * Production Support and Incident Response: Serving on the frontline to diagnose and resolve production alerts, fix session drops, and troubleshoot file transfer failures. Vestmark company culture and work environment. Vestmark supports an engineering culture centered on collaboration, practical learning, and professional development: * Deep Technical Mentorship: Team members emphasize explaining the underlying principles behind architecture decisions rather than just execution steps. * Early Operational Impact: Engineers and interns are entrusted with meaningful responsibility over critical systems within weeks of joining. * Collaborative Problem Solving: Operational teams maintain an open environment where questioning and knowledge sharing are actively encouraged. Career advice for someone looking to join Vestmark. Based on his growth trajectory at Vestmark, David Edwards recommends three primary strategies for incoming systems engineers: * Proactively Ask Questions: Leverage the expertise of team members to build foundational knowledge across complex enterprise systems. * Maintain an Automation Mindset: Continuously identify repetitive manual processes and engineer automated workflows to streamline operations. * Thoroughly Investigate Technical Problems: Go beyond surface-level fixes by investigating root causes and understanding the technology stacks involved in system disruptions.

Advisor360° appoints new chief revenue officer. Ananya Balaram joins the company with over a decade of experience in fintech and financial services. Published on Jul. 21, 2026 Rose Velazquez Advisor360°, a Massachusetts-based company building solutions for wealth advisors, announced the appointment of its new chief revenue officer. Ananya Balaram assumes the role with more than a decade of experience growing and scaling businesses in the finance industry. Advisor360° provides broker-dealers with enterprise software solutions designed to help financial advisors maximize productivity. Its platform encompasses tools for wealth, insurance and banking. Prior to joining Advisor360°, Balaram served as chief revenue officer at Vestmark. In his new role, Balaram will spearhead Advisor360°'s revenue strategy, taking responsibility for sales, customer success and support. "AI has reset how advisors use, buy and evaluate technology. This is creating a massive opportunity for Advisor360°, and Ananya is exactly the kind of leader we need to help us capitalize on it," Milind Mehere, Advisor360°'s CEO, said in a statement. "As demand grows for more intelligent, connected technology that helps advisors serve clients and run better businesses, Ananya will be instrumental in helping Advisor360° continue to scale and strengthen our leadership position in the market."

Vestmark, a wealth management technology provider, has announced its advisory solutions arm surpassed $50 billion in assets under management, marking fivefold growth over 18 months. The milestone coincides with the company's 25th anniversary. Vestmark Advisory Solutions has expanded rapidly due to increased demand for personalised, tax-aware portfolio management at scale. The subsidiary offers services including tax management, direct indexing and outsourced investment support. Founded in 2001, Vestmark now supports over $2 trillion in assets across more than five million investor accounts and 72,000 financial advisers. The company recently appointed Freedom Dumlao as Chief AI Officer and launched Vestmark Pulse, an AI intelligence solution for portfolio monitoring. Vestmark serves six of the ten largest managed account programme providers.