Senior Client Portfolio Manager

Vise AI • New York, NY

81d • $180,000 - $200,000

About The Position

Vise is hiring a Senior Client Portfolio Manager to serve as the bridge between our investment team and advisor clients. You'll work closely with financial advisors to understand their clients' goals, surface their investment needs, and help deliver solutions that are thoughtful, customized, and scalable. You'll represent the investment team in client conversations-bringing clarity to complex strategies-and ensure that advisor insights inform our investment roadmap. This is a high-impact, high-visibility role on a small, collaborative team. You'll report directly to our Co-CIO and play a key role in shaping how we grow and scale. If you're energized by innovation, complexity, and the opportunity to help shape the next generation of advisor tools, this is your opportunity. This role is onsite in NYC, in our SoHo office.

Requirements

• 5+ years in wealth or investment management, ideally focused on asset allocation, portfolio construction, attribution, or security selection
• Strong grasp of modern portfolio techniques: direct indexing, tax-loss harvesting, factor investing, optimization, and model portfolios
• Proven success working with financial advisors; deep understanding of their models, priorities, and pain points
• Skilled at translating complex strategies into clear, actionable client narratives
• Excellent communicator-written, verbal, one-on-one, and in group settings
• Experience developing and delivering custom investment proposals
• Familiar with advisor tech stacks: CRM, portfolio management tools, and Bloomberg
• Advanced proficiency in Python and SQL for data-driven investment analysis
• Undergraduate degree is required

Nice To Haves

• Experience with cross-functional teams (engineering/product)
• Authored white papers or investment commentary
• Led investment research or portfolio solutions from concept to launch
• CFA Institute Charterholder is preferred

Responsibilities

• Act as a client-facing investment expert-explaining our philosophy, portfolio construction, and platform capabilities
• Partner with advisors to deeply understand their clients' objectives, constraints, and preferences
• Analyze portfolios for risk, attribution, tax efficiency, and performance alignment
• Build and deliver custom portfolio proposals using Vise's platform
• Create impactful investment content-proposals, presentations, commentary, and thought leadership
• Work closely with Product and Engineering to turn advisor feedback into scalable solutions
• Share trends and insights from the field with the CIO and broader team to guide investment strategy, roadmap and communications

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Publishing Industries
• Education Level: Bachelor's degree
• Number of Employees: 101-250 employees