Engagement Manager
Position Summary & Responsibilities
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
What you will own
- 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
Who you are
Key Role Competencies & Evaluation Highlights
Assesses rapid product execution, modern AI/ML stack fluency, and the ability to simplify complex financial tech for advisors.
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