Vestmark provides an innovative SaaS ecosystem for financial advisors and institutions to manage and trade client portfolios. The company is located in Boston and Wakefield, Massachusetts; Jersey City, New Jersey; Chicago, Illinois; and Charlotte, North Carolina.
"My vision for Vestmark is two-fold. First, to provide an awesome workplace where people can be challenged, have fun and be rewarded. Second, to truly help the financial well-being of investors by enabling financial advisors and institutions to efficiently manage and trade their clients' portfolios through an innovative SaaS platform," said John Lunny, CEO.
The culture at Vestmark fosters individual growth, team collaboration and employee wellness. So it comes as no shock that the company was named one of the Best Places to Work by the Boston Business Journal 3 years in a row. This type of environment really drives employees happiness and keeps them around longer.
Diving Into the Values at Vestmark
Vestmark prides itself on employing a team of individuals who are selfless, inquisitive, and optimistic. These qualities play a large role in maintaining and carrying out the company's core values. These values play a big role in the company's success and act as a guide for the company's future. The values are:
The Culture at Vestmark
Create Your Own Journey
"My time at Vestmark has been like a "choose your own adventure" novel," said Bobby, Engineering Manager. "I joined the company as a mid-level software engineer but have since grown into the role of a technical lead, to an engineering manager, and now helping to drive our agile transformation. I truly believe that Vestmark thinks that I should be in the driver's seat of my career."
This career growth is something that is felt throughout the entire organization. The company provides a wide range of resources to help employees grow individually and as a team. Just to name a few, Vestmark offers product and management training, support rotations, and many other opportunities. These opportunities help employees develop a career that is fulfilling.
Vestmark also fosters a culture that is collaborative in nature. This aspect of the culture highlights how important it is for the company to give back to the community. By creating connections with one another and within the community, the company emphasizes that giving back isn't just donating your time or money. It's also about the people you meet along the way.
Every year, the company supports a committee of employees who are just as passionate about giving back.
The Charitable Contributions/Community Relations regularly reach out to others to create a community of giving back throughout the entire organization. Every year, the committee hosts a holiday gift drive to support the local Department of Child Services chapter. Other volunteer opportunities include donating time and money to various local animal shelters, and donating bikes for the children at local Boys & Girls clubs.
The Team at Vestmark
Working With Like-Minded People
Leadership at Vestmark caulks up the reason for their success to the employees behind it all. The company focuses on hiring people who are smart, strategic and bright. Vestmark employees come in with fresh ideas and are passionate about their career. "Working alongside like-minded people to increase Vestmark's footprint and influence is truly rewarding," said Kevin, Senior Sales Executive.
The team of more than 400 employees is comprised of highly skilled software engineers, implementation specialists, business strategists and visionaries. They're led by strong leadership who are dedicated to keeping Vestmark as the front-runner of the fintech industry.
The Benefits at Vestmark
If You Have a Fever, Stay Home
The benefits that Vestmark provides its employees are some of the best around. Employees' wellness is one of the most important things to Vestmark. That's why the company pays for 90% of the medical and dental coverage plans. As for employees who are on their spouses' plan, they receive a reimbursement allowance.
Employees are encouraged to take off from work when they need a break, and with a generous PTO plan of 15-25 days per year you'll feel recharged in no time. In addition, the company really doesn't want to see you in the office if you're sick, and you probably don't want to go in either. So that's why they provide you with 10 paid sick days a year.
Speaking of your well-being, the headquarters in Wakefield has a gym on-site for employees. But if you don't work at that location, or anywhere near that location, don't fret. Through the health insurance plan, you'll be reimbursed for any fitness fees you acquire.
In addition to helping you stay healthy, Vestmark is committed to making sure you truly enjoy the people you work with because that makes work so much better. The company sponsors an employee-led committee to plan out employee events. Every quarter, the company enjoys 2-3 company and family events, including paint nights, chili cookoffs, meditation sessions, cornhole tournaments, and movie nights. "We are strong believers that providing a fun work culture promotes individual growth and teamwork," said Haley, Marketing Analyst.