A singular focus on bringing more certainty to investment outcomes has been Vest’s since 2012. The concept of Target Outcome Investments was introduced in our patent filing later that year.
In 2013, we filed with the SEC for the world’s first registered buffer fund with defined levels of downside protection and upside capture. This watershed filing, along with the partnerships, indexes and ecosystem we built, paved the way for defined outcome products that never before existed outside of the institutional realm.
While our footprint is continually growing, our focus is unwavering. Each day, we are bringing more certainty to more investors in the U.S. and abroad.
It is one thing to invent a Target Outcome Strategy in theory. It is an entirely different matter to construct and manage it optimally, and achieve the target. Our commitment, and our legacy is to do both. Our track record is unparalleled.
With our heritage of leadership and years of expertise with options strategies, capital markets and portfolio management, we hold ourselves to a higher standard. We envision and design targeted products that are light years ahead, but we will only launch them when the market is ready and the infrastructure is in place to deliver on them.
This culture of inventiveness, coupled with a dedication to executional excellence, is what propels Vest forward.
The position is responsible for supporting the sale of Vest-managed exchange traded funds (ETFs) and mutual funds to broker-dealers, wire-houses, and institutional clients. The candidate will be responsible for managing their own territory and working in conjunction with our firm partners.
The position is responsible for supporting the sale of Vest exchange traded funds (ETFs) and mutual funds to RIAs, broker-dealers, wire-houses, and institutional clients. The candidate will work with multiple territories and coordinate activities with their partners to grow market share of our products.
This role has three areas of responsibility: managing existing investment portfolios, supporting the Product Development team in developing new investment strategies/products and creating and building out the Portfolio Team’s technology and automation infrastructure utilizing Python, SQL and VBA.
This is an opportunity to join a growing, innovative investment firm on the ground floor. Start-up personality, outstanding analytical skills and strong work ethic are must-haves. We are looking for a Financial Analyst to join our Product Management team.
As a Sales Operations Specialist at Vest Financial, you will play a pivotal role in enhancing our sales strategies and operations. Your expertise will directly contribute to the efficiency and effectiveness of our sales teams, comprising external and internal wholesalers. You will be instrumental in optimizing sales time, analyzing performance data, and driving sales initiatives across our diverse range of investment products, including ETFs, UITs, MFs, CITs, and VITs.