Custodian Partnerships & Platform Integration Lead

Vestmark; Boston (MA); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Equity-based grants

Company-paid medical premiums of 90%

Competitive time-off program

Job summary

Vestmark is searching for a Custodian Relationship Manager in Boston. This role acts as the primary liaison between Vestmark and its strategic partners, including custodians and asset managers.

The ideal candidate will manage relationship meetings, develop operational playbooks, and ensure seamless interactions between custodians and advisors, enhancing overall efficiency.

The position requires technical fluency and exceptional communication skills, offering a competitive salary package.

Qualifications

• 5–7 years of industry experience in relationship or partner management.
• Strong understanding of custodial operations and trading workflows.
• Experience building operational playbooks in financial services.

Responsibilities

• Drive structured relationship meetings with custodians.
• Build and maintain trusted relationships with key stakeholders.
• Develop a comprehensive playbook for custodial operations.

Skills

Relationship management

Technical fluency

Project management

Communication skills

Understanding of custodial operations

Education

Bachelor's degree from an accredited four-year college or university

Tools

Jira

Job description

Vestmark is searching for a Custodian Relationship Manager in Boston. This role acts as the primary liaison between Vestmark and its strategic partners, including custodians and asset managers.

The ideal candidate will manage relationship meetings, develop operational playbooks, and ensure seamless interactions between custodians and advisors, enhancing overall efficiency.

The position requires technical fluency and exceptional communication skills, offering a competitive salary package.