Full-Time

Associate Java Software Engineer

Vestmark

Vestmark

201-500 employees

SaaS portfolio management and trading platform

Compensation Overview

$80k - $95k/yr

+ Equity Grants + Variable Compensation

Wakefield, MA, USA

Hybrid

Category
Software Engineering (1)
Required Skills
MySQL
Git
Data Structures & Algorithms
SQL
Java
Postgres
REST APIs
Spring

Get referred to Vestmark

See people who can refer or advise you

Requirements
  • Strong foundational knowledge in data structures, algorithms, object-oriented design, and understanding of how production systems behave under real-world conditions
  • Ability to reason through system design problems, understand trade-offs, and write code that is correct before it is clever
  • Understanding of APIs, basic cloud concepts, and modern software delivery practices
  • Proficiency in Java, or a related object-oriented language, with a clear willingness and ability to become productive in Java and Spring Boot quickly
  • Working knowledge of relational databases (e.g., MySQL, PostgreSQL, SQL Server); querying, schema design, and understanding how your application interacts with a database at runtime
  • Proficiency in version control (Git or Bitbucket) in a collaborative team environment
  • Comfort using AI-assisted development tools (e.g. Claude Code, GitHub Copilot, ChatGPT, Cursor) and openness to learning how and when to apply AI tooling effectively and responsibly
  • Ability to engage with ambiguous problems: ask good questions, break the problem down, and propose a reasonable approach before jumping to a solution
  • Demonstrated ability to learn quickly and independently; receptive to feedback and able to apply it quickly
Responsibilities
  • Contribute to the design and implementation of Java-based backend services and APIs, adhering to best practices and industry standards
  • Build and ship well-tested, maintainable solutions as part of a squad working on real problems with direct business impact
  • Participate in the full delivery lifecycle: design discussions, development, testing, deployment, and iteration
  • Write clean, efficient, well-documented, and maintainable Java code; treat code quality as a direct contribution to everyone who touches this codebase after you
  • Participate in code reviews as both a reviewer and a recipient; treat both as learning opportunities
  • Work closely with senior engineers, product managers, and architects to understand requirements and translate them into technical solutions
  • Engage actively in design reviews and architecture discussions; ask questions and develop your point of view over time
  • Take feedback seriously and apply it quickly; growth velocity matters here as much as current skill level
  • Use AI-assisted development tools as part of your day-to-day workflow; curious about these tools and actively developing your practice
  • Engage with the team's evolving standards for when and how to apply AI tooling responsibly and effectively
  • Contribute to the growth and development of our core values: We Before Me, Positive Energy, Knowledge Explorer, and Own It
Desired Qualifications
  • Hands-on experience with agentic frameworks, LLM APIs, or workflow orchestration tools in professional or project settings
  • Experience with AWS or equivalent cloud environments
  • Background in financial services, mathematics, or quantitative disciplines
  • A project, contribution, or body of work you can speak to in depth: something you built, something that broke, and what you learned from both

Vestmark provides portfolio management and trading software as a service for wealth management and financial services. Its main product, VestmarkONE, helps broker-dealers, investment managers, bank trusts, and financial advisors manage personalized, multi-asset portfolios by combining portfolio construction, advanced trading, rebalancing, tax-aware trading, compliance, risk management, and automated reconciliation in a single platform. Clients subscribe to the SaaS platform and receive ongoing updates, allowing them to scale operations and improve efficiency. Vestmark differentiates itself through an integrated, middle- and back-office focus designed to streamline processing, custody, and compliance workflows for financial institutions, backed by over seventeen years of experience. The company's goal is to help clients operate more efficiently, reach new audiences, and deliver better outcomes for investors by providing a stable, scalable technology stack that supports growth.

Company Size

201-500

Company Stage

Series B

Total Funding

$40.3M

Headquarters

Wakefield, Massachusetts

Founded

2001

Get referred to Vestmark

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • Advisory Solutions surpassed $50 billion AUM after fivefold growth in 18 months.
  • Tax-aware personalization and direct indexing remain strong demand drivers.
  • AI next-best-action workflows can expand wallet share across the installed base.

What critics are saying

  • Broadridge and Envestnet can bundle broader wealthtech stacks and pressure renewals.
  • Pulse creates model-governance, suitability, and recordkeeping exposure in advice workflows.
  • Large-client concentration makes losing one top managed-account program immediately material.

What makes Vestmark unique

  • VestmarkONE unifies portfolio construction, trading, rebalancing, compliance, and reconciliation.
  • Vestmark serves six of the ten largest managed-account program providers.
  • Vestmark Pulse adds AI-driven monitoring directly inside existing advisor workflows.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Medical, Dental, and Vision - Vestmark pays 90% of our employees’ medical and dental coverage which are administered through Blue Cross Blue Shield (BCBS) along with Eyemed for vision.

Vestmark 100% Paid Benefits - Vestmark is proud to offer maternity and parental leave, Life, Short-Term and Long Term Disability Benefits at no cost to the employee, and Employee Assistance Program and work-life benefits.

Generous PTO - Vestmark employees receive between 15 and 25 days per year of paid time off based on years of service in addition to receiving 10 days per year of paid sick leave.

Diversity - At Vestmark, we strive to create an inclusive workplace that fosters, embraces and celebrates diversity and fairness. We continue to build a comprehensive culture where all employees are Welcomed, Valued, Respected and Heard.

Flexible Spending Account (FSA) - Vestmark employees can contribute annually to health care and dependent care FSAs and participate in our employer-matched HSA program.

401(k) with Employer Matching - Vestmark will match the employee’s 401(k) and ROTH contribution up to 50% of the first 8% per pay period with a two-year vesting component.

Company Equity - Vestmark also offers additional compensation in the form of Restricted Stock Units (RSUs). Our RSUs are issued through a vesting and distribution schedule after achieving required milestones.

Match Charitable Contributions - Vestmark is very proud of our Charitable Giving Program. We will match up to $250 annually to an approved charity of our employee's choice.

Stay Fit - Exercise your mind and your body with our on-site gym located at our Wakefield, MA headquarters. If you can't take advantage of our corporate gym, our Blue Cross Blue Shield plan offers fitness reimbursement.

Pet Insurance - Employees may choose to enroll in pet insurance at a discounted rate.

Growth & Insights and Company News

Headcount

6 month growth

1%

1 year growth

1%

2 year growth

0%
Yahoo Finance
Jan 22nd, 2026
Vestmark and T. Rowe Price launch Custom Premier personalized portfolios for RIAs

Vestmark and T. Rowe Price have launched Custom Premier, a personalised model portfolio solution for registered investment advisors. The platform combines Vestmark's tax-aware implementation with T. Rowe Price's investment expertise to deliver customised, tax-efficient portfolio construction across ETFs and mutual funds. Custom Premier enables RIAs to deliver highly customised investment strategies at scale whilst maintaining operational efficiency. The solution addresses the need for portfolio customisation based on client preferences, risk profiles and tax considerations without compromising scalability. RIAs can access the custom models at Vestmark with no platform fee. Vestmark currently supports six of the industry's 10 largest managed account platforms, with over $2 trillion in assets and five million investor accounts. More than 72,000 advisors use Vestmark's technology, accessing over 1,200 investment strategies.

01Net Italy
Dec 17th, 2025
Vestmark Partners with WestEnd Advisors to Develop Tax-Advantaged U.S. Sector Strategy SMA

Vestmark partners with WestEnd Advisors to develop tax-advantaged U.S. Sector Strategy SMA. WAKEFIELD, Mass.-(BUSINESS WIRE)-Vestmark, Inc., a leading provider of wealth management software and services, announced a partnership today with WestEnd Advisors, LLC, a leader in actively managed model portfolios and separately managed accounts (SMAs), to launch a tax-advantaged U.S. Sector Strategy SMA. WestEnd Advisors' U.S. Sector Index strategy seeks to provide long-term capital appreciation and mitigate risk by combining active, macroeconomically driven sector allocation and avoidance with direct indexing of desired sector exposures. "WestEnd has grown to be an industry leader in the SMA space by translating intensive macroeconomic analysis into high-conviction portfolio decisions. It is our honor to partner with them to provide advisors with this tax-advantaged capability," said Karl Roessner, CEO of Vestmark. "We are excited to work with Vestmark to provide a transformational alternative to passive direct indexing that offers the potential for both active investment alpha and sustainable tax alpha generation," said Jason Leibowitz, Managing Partner with WestEnd Advisors. Vestmark supports six of the industry's 10 largest managed account platforms, with $1.9 trillion in assets flowing through its platform. More than 65,000 advisors supported by Vestmark technology have access to a model marketplace with more than 1,600 strategies. About Vestmark For more than 20 years, Vestmark has been a leading provider of portfolio management solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage customized client portfolios through an innovative technology platform. Supporting more than $1.9 trillion in assets and 4.5 million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms. For more information about Vestmark's solutions, call (781) 224-3640 or visit www.vestmark.com. To learn more about WestEnd Advisors, a Victory Capital(R) Investment Franchise, please visit www.westendadvisors.com. Investment strategies that seek to enhance after-tax performance may be unable to fully realize strategic gains or harvest losses. Tax-loss harvesting involves the risks that the new investment could perform worse than the original investment and that transaction costs could offset the tax benefit. UMAs are not suitable for all investors and should be evaluated for suitability by their Financial Professional prior to investing. There is no assurance that a separately managed account ("SMA") will achieve its investment objective. SMAs are subject to market risk, which is the possibility that the market values of the securities in an account will decline and that the value of the securities may therefore be less than what you paid for them. There is no assurance that investment products based upon indices will accurately track index performance or provide positive investment returns. Inclusion of a security within an index is not a recommendation by VAS to buy, sell, or hold such security, nor is it considered to be investment advice. (C) 2025 Vestmark, Inc. All rights reserved. Reproduction in whole or in part in any form or medium without express written permission is prohibited. Vestmark, VAST, and the Vestmark icon are registered trademarks. Other trademarks contained herein are the property of their respective owners. Vestmark believes that the information in this publication is accurate as of its publication date; such information is subject to change without notice. Vestmark Advisory Solutions, Inc. ("VAS"), a wholly owned subsidiary of Vestmark, Inc., is an investment advisor registered with the U.S. Securities and Exchange Commission ("SEC"). VAS acts as a paid sub advisor and/or overlay portfolio manager offering VAST and tax optimization services. Registration does not imply a certain level of skill or training. VAS has its principal place of business in Wakefield, MA. Investing involves risk. The value of an investment will fluctuate over time, and an investor may gain or lose money. Past performance is no guarantee of future returns and individual investor results will vary. Investments in private assets and subscription-based alternatives may involve higher risk, reduced liquidity, and longer investment horizons. These investments may not be suitable for all clients. Please consult our full disclosure document for a discussion of risks related to the services provided by VAS.

Postmedia Network
May 7th, 2025
Vestmark Partners with Corient to Provide Consolidated Trading and Portfolio Management Across Entire Network of Advisors

Vestmark, Inc., a leading wealth management software and services provider, announced today a strategic partnership with Corient, one of the nation's largest and fastest-growing wealth advisors.

VentureFizz
Mar 10th, 2025
International Women's Day 2025 - How Tech Companies are Recognizing the Day

Vestmark will be hosting a SheTo event which is the largest private network of women and non-binary engineering leaders.

Vestmark
Oct 30th, 2024
Vestmark Names Freedom Dumlao Chief Technology Officer

Vestmark, Inc. is pleased to announce that Vestmark has named Freedom Dumlao the company's new Chief Technology Officer (CTO).