Vise Benefits Overview

Write and manage Vise’s executive, brand, social, long-form, sales, website, and client content. Translate complex wealth-management and fintech topics into clear writing for advisors, develop case studies and visual content, collaborate with compliance and senior leaders, maintain voice and AI-writing systems, and track content performance. The role requires professional writing experience, financial-topic fluency, strong editorial judgment, AI workflow experience, and collaborative communication.

Owns the full sales cycle for independent registered investment advisors, from prospecting and discovery through contracting, closing, and asset transition. Builds top-of-funnel pipeline, manages advisor relationships after signing, identifies expansion opportunities, and feeds customer insights into the product roadmap. The role also develops the sales playbook and eventually coaches a growing team.

Supports financial advisor clients across onboarding, portfolio proposals, trading workflows, account maintenance, custodian activity, reporting, billing, and issue resolution. Partners with Engagement Managers, Trading, Investment Operations, Finance, and Marketing to deliver high-touch service, maintain accurate records, coordinate client deliverables, and improve scalable processes.