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.
Vest is currently seeking an experienced Head of Retirement Distribution to join our team and lead our firm’s expansion into the Retirement segment.
As the Head of Retirement Distribution, you will be responsible for the distribution of our investment products (including mutual funds and collective investment funds) and investment advisory services (including sub-advisory services) to qualified opportunities such as DC/DB plans, pension plans, cash balance plans and sub-advisory mandates across all plan size markets in partnership with all channels of financial intermediaries including banks, wire house broker-dealers, regional broker-dealers, registered investment advisors, and consultants.
This is a remote role, with the opportunity to work out of headquarters in Northern Virginia, if desired. Extensive travel is required.
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.
We are seeking a proactive and collaborative risk professional to join our team. The “Risk Manager – Portfolio Management” will work closely with the portfolio management and compliance teams to identify and mitigate risks across the entire portfolio management process.
Vest is a fast-growing asset management firm that specializes in portfolio management of unique, derivatives-based strategies that are offered as mutual funds, ETFs, private funds, and other investment products. The ideal candidate for this role is comfortable working in a fast paced, startup-like environment.
This role may work remotely but must reside in the U.S. and work during East Coast business hours.
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.