Engagement Manager

Vise • New York, NY

2d • $110,000 - $160,000 • Onsite

About The Position

As an Engagement Manager at Vise, you will 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.

Requirements

• 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
• 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

Nice To Haves

• Knowledge of advisory practices, typical investment strategies & RIA aggregators a plus

Responsibilities

• Manage advisor relationships within currently signed partners
• Drive additional revenue opportunities within our partner advisory firms
• Address 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
• Train as well as deliver best practices and client use cases to drive commercial results

Benefits

• Unlimited PTO
• Medical insurance
• 401k plan with generous matching
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level