Custodian Relationship Manager
Indexed description
Vestmark, Inc. Custodian Relationship Manager YesterdaySaved Easy Apply Hybrid Wakefield, MA, USA Easy Apply 110K-140K Annually Senior level 110K-140K Annually Senior levelFintech • SoftwareServe as primary liaison to custodians, asset managers, and vendors; build and own per-custodian playbooks; drive custodian integration, onboarding velocity, escalation resolution, and advisor-facing configuration. Lead cross-functional programs, measure partnership performance, and continuously improve operational processes to reduce advisor friction and standardize implementations.Top Skills: Advisor Portal/Advisor SuiteAPIsCustodial Data AdaptersFixJIRASftp
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