We’re looking for a strategic, client-focused Engagement Lead to drive adoption and usage of the Vise platform within our most important client relationships. This person will serve as the face of Vise for advisors, responsible for maximizing engagement post-sale, uncovering growth opportunities, and acting as the internal voice of the client. You’ll sit at the intersection of sales, service, product, and enterprise success—owning the full lifecycle from onboarding through upsell.
This is a high-impact, high-visibility role suited for someone who thrives in fast-paced environments, brings a consultative mindset, and is eager to take ownership.
What you will own:
- Upsell and Expand: Identify and act on opportunities to grow platform usage and adoption within each account (e.g., new advisor teams, new features, deeper integrations).
- Drive Adoption: Lead advisor engagement post-sale by training teams, driving daily usage, and embedding Vise into the firm’s operating rhythm. Success means AUM managed on Vise grows consistently.
- Own Relationships: Be the primary point of contact for named enterprise accounts—building trust, anticipating needs, and making sure advisors and home office stakeholders are set up for long-term success.
- Be the Client Voice: Capture advisor feedback and surface insights internally to influence product development, roadmap priorities, and client experience improvements.
- Orchestrate Onboarding: Partner with implementation, product, and service teams to seamlessly onboard new firms and teams—ensuring a smooth transition and successful launch.
- Collaborate Cross-Functionally: Liaise with sales, investments, product, and marketing to align efforts and execute on account growth strategies.
- Support Strategic Projects: Join demos, prep executive updates, and help shape the enterprise success playbook as we scale.
What you bring on day one:
- 3+ years of experience in account management, relationship management, or client success in a B2B SaaS, fintech, or wealth management environment
- Experience working with or selling to financial advisors, broker-dealers, or enterprise RIAs
- Knowledge of investment products and strategies commonly used by financial advisors
- Proven track record of driving adoption, increasing product usage, and growing client relationships
- A sales-forward, consultative mindset with the ability to identify upsell opportunities and close them in partnership with sales
- Comfort managing enterprise clients with complex organizational structures and high expectations
- Strong communication and relationship-building skills—both with advisors and internal stakeholders
- Highly organized and proactive, with the ability to juggle multiple priorities and keep momentum across accounts
- Strong understanding of investment platforms, TAMPs, custodians (e.g., Schwab, Fidelity, Pershing), and the advisor tech stack is a plus
- Experience with Salesforce and comfort analyzing account data to inform strategy
Why join Vise:
- Opportunity to make a significant impact at a hyper-growth fintech start-up
- Competitive salary and equity
- Unlimited PTO and great benefits, including $1 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 $140,000 - $160,000 per year, plus commission and a competitive equity package. Your actual compensation will be determined based on your skills, qualifications, and experience. In addition, Vise offers a wide range of comprehensive and inclusive employee benefits.
About Vise
Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today's world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology. Embracing this trend, Vise is leading the charge to bring this level of personalization to how we invest. 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.
Financial advisors are at the heart of this transformation, as their relationships with clients are essential to understanding and meeting each client's unique financial needs. With Vise, advisors can focus on nurturing these relationships instead of spending time building and managing portfolios. Our platform empowers advisors to create institutional-grade, personalized portfolios, automate their management, and explain valuable insights that enhance their expertise and service to clients. Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor's behalf; Vise charges an AUM fee for its services.
Our exceptional New York team comprises world-class Ph.D. quants, investment researchers, and engineers with experience at industry-leading firms like Citadel, Blackrock, Stripe, and Stanford. 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.