Custodian Relationship Manager

Responsibilities

• Relationship Governance & Structured Engagement
• Own and drive regular, structured relationship meetings with each major custodian and sponsor partner, tailored to the appropriate cadence per partner (e.g., monthly, quarterly, biannual)
• Serve as the primary point of contact and face of Vestmark in all custodian-facing engagements
• Build and maintain trusted relationships with key stakeholders across relationship management, trading technology, operations, and product teams at each custodian
• Custodian Playbook Development & Ownership
• Build and maintain a comprehensive, per-custodian playbook that serves as Vestmark's authoritative operational guide for each major custodian relationship
• Document custodian-specific requirements for trading connectivity and RIA account onboarding.
• Define and publish standard implementation timelines by custodian and complexity level (e.g., standard equity, fixed income, multi-custodian) to set accurate expectations during the sales and onboarding process
• Capture custodian-specific nuances - including lot selection methods, COAC authority settings, dividend payment configurations, proxy voting setup, and prime brokerage enrollment steps - so that Vestmark has a single source of truth across the organization when onboarding new clients
• Partner with Advisory Solutions, Client Delivery, Operations and Production Support to validate and continuously improve playbook content based on lessons learned from live implementations
• Ensure playbooks are versioned, maintained in a centralized and accessible repository, and shared cross-functionally as a standard onboarding resource
• Advisor Experience: Marrying Custodian Setup with the Vestmark Platform
• Act as the internal bridge between custodian-driven configuration and the Vestmark Advisor platform (VAS/Advisor Suite), ensuring that the advisor-facing experience reflects a clean, seamless connection to the underlying custodial infrastructure
• Partner with Client Delivery and the Advisor Product teams to ensure that custodian integration details - trade routes, rep codes, account feeds, data adapters - are configured in a way that makes the Advisor Portal and Advisor Dashboard intuitive and immediately useful for advisors from day one
• Collaborate with Advisory Consultants to develop advisor-ready quick start guides and custodian-specific onboarding kits that translate the technical complexity of custodian setup into clear, actionable guidance for advisors
• Drive initiatives that reduce advisor friction at go-live - including IP whitelisting, user provisioning, account feed validation, and access to the Service Request Portal - so advisors can focus on managing client portfolios rather than navigating operational hurdles
• Identify and escalate gaps where custodian setup requirements are creating downstream advisor experience issues (e.g., delayed account activation, reconciliation breaks, trading errors), and work cross-functionally to resolve them
• Contact & Knowledge Management
• Own and maintain a centralized master directory of key contacts at each custodian and sponsor, covering relationship managers, trading technology leads, operational contacts, and support teams
• Ensure the contact directory is current, accurate, and accessible to relevant internal stakeholders across Vestmark
• Client Onboarding Velocity & Go-to-Market Coordination
• Partner with custodians to align on the pace and sequencing of new client onboarding onto custodial platforms
• Coordinate go-to-market rollouts for new Vestmark clients being brought onto a custodian's infrastructure
• Collaborate with internal teams to ensure smooth onboarding workflows, leveraging the custodian playbook to drive consistency and reduce one-off e

Benefits

Additional Information

The Custodian Relationship Manager serves as Vestmark's primary liaison between our internal teams and our external partners across Custodians, Asset Managers and Technology Vendors. This role is responsible for maintaining and growing strategic relationships with major custodians through structured relationship building, proactive roadmap alignment, and technical integration oversight. A critical and distinctive part of this role is building and owning the custodian playbook - a comprehensive, per-custodian operational guide that standardizes how Vestmark onboards new clients, configures integrations, and supports day-to-day operations across each custodial relationship. Equally important is serving as the Vestmark champion for making it easier for advisors to do business with Vestmark, by ensuring that custodian infrastructure and Vestmark's platform capabilities are seamlessly connected. This is a highly cross-functional role that sits at the intersection of relationship management, technical program delivery, and operational coordination. The ideal candidate brings equal parts relationship acumen and technical fluency, and thrives in an environment that requires both strategic thinking and hands-on execution.

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