As an Engagement Manager at Vise, you'll be an indispensable resource for our clients. You will oversee and manage multiple client relationships, helping ensure onboarding, implementation, and ongoing adoption of the Vise platform are smooth and efficient. As part of this role, you will learn and understand the intricate details of our platform as well as maintain a deep understanding of each of our clients’ business concerns and act as their internal advocate to ensure their needs are met. Your relationship with our clients will be facilitated with an entrepreneurial, big-picture mindset, while remaining detail oriented and focused on internal KPIs and helping clients achieve their stated goals. This role is onsite in NYC, in our SoHo office.
What you bring on day one- 3-7 years of experience in an account management, client relationship or sales role in financial services
- Experience with and general understanding of the RIA industry framework and wealth management
- Consulting and understanding an advisors primary business model as well as current and future needs
- Knowledge of advisory practices, typical investment strategies & RIA aggregators a plus
- Ability to communicate the information and benefits associated with various investment strategies
- Excellent verbal and written communication skills both externally with clients and other third parties as well as inside the organization.
- Intellectually curious, independently resourceful, and thrives in a goal-oriented environment
- Able to switch focus quickly to address the needs of multiple clients and/or internal projects
- Bachelor’s degree with an excellent record
- Manage advisor relationships within currently signed partners
- Drive additional revenue opportunities within our partner advisory firms
- Advisory clients ongoing needs for long-term success with the Vise platform
- Facilitate active client engagement and identify upsell opportunities
- Act as an expert between the client and the Vise product, identifying and/or mitigating onboarding blockers
- Ability to train as well as deliver best practices and client use cases to drive commercial results
- Detail-oriented and organized: maintains meticulous records, manages information accurately, and ensures that all tasks are completed with a high degree of precision and thoroughness
- Excellent time management skills: balances multiple projects and tight deadlines in a fast-paced environment, effectively prioritizes tasks, and stays focused and productive under pressure
- Strong communicator: writes and speaks clearly and professionally, and actively shares information in a timely manner with relevant audiences
- Eager to learn and solve problems: independently solves problems, displays a positive attitude, and seeks opportunities to learn and grow
- Team player: collaborates effectively across multiple groups at the organizational level
Why join Vise
- Opportunity to make a significant impact at a rapidly expanding fintech start-up
- Unlimited PTO and great benefits, including medical insurance
- 401k plan with generous matching and self-directed brokerage account option
- Access to investment management and free financial advice from one of our partner RIA firms
- Paid lunches at our NYC office
- Career growth and development opportunities
Through the internal and market data Vise has collected, we expect the salary range for this position to be $110,000 -160,000 per year, plus performance incentive bonus pay and a competitive equity package. Your actual compensation will be determined based on your skills, qualifications, and experience.
About Vise:Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer personalized and automated portfolios. By harnessing the power of AI, Vise enables financial advisors to create tailored investment strategies that cater to each client's unique financial needs and goals.
Our exceptional New York team comprises world-class Ph.D. quants, investment researchers, and engineers with experience at industry-leading firms like BlackRock, Citadel, and Stripe. Combining top financial and engineering talent, we pride ourselves on delivering products faster and understanding our customers' needs better than anyone else in the market. Vise has garnered the support of prominent venture capital firms, raising over $130M from Sequoia Capital and Founders Fund, among others.
Vise celebrates and embraces diversity and is committed to building a team that represents a variety of experiences, backgrounds, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, gender identity, gender expression, sexual orientation, non-disqualifying physical or mental disability, national origin, veteran status, or other applicable legally protected characteristics.
Skills Required
- 3-7 years of experience in account management, client relationship management, or sales within financial services
- Experience with and general understanding of the registered investment advisor industry framework and wealth management
- Ability to consult on an advisor’s primary business model and current and future needs
- Ability to communicate information and benefits associated with various investment strategies
- Excellent verbal and written communication skills
- Ability to manage multiple clients and internal projects while switching focus quickly
- Bachelor’s degree with an excellent academic record
- Knowledge of advisory practices, typical investment strategies, and RIA aggregators
- Intellectual curiosity and independent problem-solving ability
- Detail-oriented and organized work style
- Strong time management and prioritization skills
- Ability to collaborate effectively across organizational groups
What We Do
Vise is a technology-powered asset manager that uses artificial intelligence to help financial advisors build, manage, and explain personalized portfolios for their clients. Vise’s mission is to create financial freedom for all with a platform that allows all investors, regardless of age, net worth, or geography, to access personalized, automated, and intelligent investments across all asset classes. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. Backed by investors like Sequoia, Ribbit Capital, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016. The company has 70 employees based across the U.S. with headquarters in New York.
Why Work With Us
We’re a team of diverse thinkers from diverse places. We question, build, and solve. And we hope to do it all with you. At Vise, we believe that finance is personal. We have a very human mission — empowering financial advisors with the technology they need to drive better long term financial health outcomes for their customers.
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