Engagement Lead

Vise • New York, NY

22h • $140,000 - $160,000

About The Position

The Engagement Lead owns Vise’s commercial motion for independent core advisory firms, managing deals from the first conversation through signed agreements and the transition of assets onto the platform. The role is responsible for building and managing the pipeline, winning new firms, supporting post-signature asset transitions, and helping signed firms grow. It also brings advisor feedback into the product roadmap and codifies the sales playbook for independent RIAs, initially as an individual contributor and eventually as the function scales.

Vise is an AI-powered asset management platform for financial advisors. It enables advisors to create personalized portfolios and automates portfolio trading, rebalancing, and management on their behalf. The role works with advisors and internal engagement, investment, and sales stakeholders to support adoption and growth.

The position offers a stated salary range of $140,000–$160,000 per year, plus commission and equity. Vise describes itself as a hyper-growth fintech startup with a New York team and emphasizes diversity and inclusion.

Requirements

• Experience working with or selling to financial advisors, broker-dealers, or enterprise RIAs.
• An AI-forward mindset and willingness to use new tools to work more effectively.
• Knowledge of investment products and strategies commonly used by financial advisors.
• A sales-forward, consultative mindset and ability to identify upsell opportunities and close them in partnership with sales.
• Strong communication and relationship-building skills with advisors and internal stakeholders.
• Strong organizational and proactive skills, with the ability to manage multiple priorities and maintain momentum across accounts.

Nice To Haves

• Strong understanding of investment platforms, TAMPs, custodians such as Schwab, Fidelity, and Pershing, and the advisor technology stack.

Responsibilities

• Own the end-to-end Core pipeline, including prospecting, discovery, active engagement, contracting, and closing.
• Build the top-of-funnel pipeline using warm introductions, conferences, firm-level data, and an AI-powered outbound engine.
• Secure new independent advisory firms and help transition their assets onto Vise.
• Manage advisor relationships after signature in partnership with engagement and investment teams, supporting asset transitions and firm growth.
• Bring insights from independent advisors into the product roadmap.
• Codify how Vise sells to independent RIAs and help staff the function as it scales.

Benefits

• Competitive salary, commission, and equity package.
• Unlimited PTO.
• Comprehensive employee benefits, including $1 medical insurance.
• 401(k) plan with generous matching and a self-directed brokerage account option.
• Access to investment management and free financial advice from a partner RIA firm.
• Paid lunches at the NYC office.
• Career growth and development opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed