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Our CEO Karl Roessner recently wrote a Fast Company article on six tips for leaders who want to build a dream team. “The first thing I do is listen. Talk to the existing team and to the people who report to them. If you come in thinking you know everything or are already planning to bring in 'your people,' then you’re doing yourself, your company, and your employees a disservice."
Our Chief AI & Innovation Officer, Leo Schrantz, was featured in Built In Boston to share how we approach AI in wealth management. It’s not just about saving time. The real value comes from what AI enables while keeping the advisor at the center of the process. AI works best when it empowers, not replaces. Read the full article: https://hubs.ly/Q03mrYKF0
The Vestmark team spent Earth Day cleaning up around neighboring Lake Quannapowitt. 🌍 Earth Day is a reminder that environmental responsibility starts at the local level. Taking care of the places we live, work, and unwind matters, and we’re proud to do our part. Thanks to everyone who showed up to make a local impact!
“We have observed the evolution of the wealth management landscape and realized there is a new class of large wealth firms — and they face challenges that require an updated approach. That starts with the advisor,” said Karl Roessner, our CEO. In his latest blog, Karl identifies 5 major trends converging and, in the process, reveals new opportunities. In every case, one theme stands out: improving the advisor experience is key to firm success.
During Women’s History Month, we had the privilege of hosting an incredible event with SheTO, where we explored Leadership for High-Performing Teams. It was an inspiring evening filled with real, vulnerable, and solution-driven conversations—true to SheTO’s mission of empowering women+ in Engineering, Product Management, and Project Management. The International Women’s Day theme for this year, hashtag#AccelerateAction, highlights the importance of driving progress in gender equality. Events like these provide a space to share insights, discuss challenges, and explore solutions that help advance leadership opportunities for women+ in tech. We’re also excited to celebrate the launch of SheTO’s Boston Hub, expanding their community and impact to even more women+ in technology leadership. Thank you to SheTO and all who attended for a meaningful and thought-provoking discussion. Let’s keep the momentum going!
At Vestmark, we believe AI isn’t just a tool—it’s a transformational force in wealth management. That’s why we created the role of Chief AI and Innovation Officer to lead our AI strategy and ensure it’s embedded across our solutions. In this exclusive Q&A with Leo Schrantz, we explore: 🔹 The evolving role of AI in advisory services 🔹 Challenges and opportunities in wealth management 🔹 How AI is unlocking new capabilities for advisors
Happy Lunar New Year from Vestmark! This year symbolizes growth, renewal, and adaptability. 🐍 The Vestmark team came together to celebrate the Year of the Snake with a special Lunar New Year lunch. As we embrace the new year, we extend our best wishes to our employees, clients, and community for a year filled with wisdom, growth, and success.
Ready to hashtag#MakeYourMark in a role that values innovation and rewards the people behind the scenes? Vestmark is seeking a Senior Java Software Engineer to join our team. Learn more about what this opportunity could look like for you from Samantha White, one of Vestmark's Senior Software Engineers. This role will play a pivotal role in designing, developing, and maintaining high-quality Java-based applications, services, and systems. Apply here: https://lnkd.in/ecDYCqHx
Vestmark is honored to announce that Vestmark has been recognized as a 2024 Best-in-Class Employer by Gallagher! This recognition highlights our dedication to excellence and aligns with the key trends shaping top employers: 1️⃣ Investing in HR Technology: Leveraging advanced tools to make informed workforce decisions. 2️⃣ Prioritizing Mental Health: Offering comprehensive training and support services to promote well-being. 3️⃣ Boosting Employee Engagement: Implementing best-in-class practices to foster a motivated and connected team. 4️⃣ Aligning DEI with Core Values: Embedding diversity, equity, and inclusion into our culture to demonstrate genuine commitment. 5️⃣ Empowering Employees with Financial Wellbeing: Providing resources that enhance financial health, focus, and engagement. A heartfelt thank you to our dedicated team for making this achievement possible. Together, we continue to build a workplace where everyone can thrive.
This holiday season, we’re proud to continue our tradition of giving back through Vestmark’s annual Snowflake Drive. Partnering with the Boys & Girls Club of Metro North, we’re helping fulfill wish lists to bring a little extra joy to children in our community. A heartfelt thank you to our employees for making this possible and helping spread holiday cheer!
