Senior Client Success Associate

🏢 Viseai · 📍 New York, NY · 💼 onsite 💰 $110,000 - $110,000 / yr

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Position Summary & Responsibilities

Vise is hiring a Senior Client Success Associate to join our Account Management Team. You'll be a go-to resource for our financial advisor clients and a key part of Vise's operational core — working directly with custodians and acting as the liaison between clients and our Engagement Managers, Trading, and Investment Strategy teams to keep account onboarding, implementation, and day-to-day execution running smoothly.

In this role, you'll learn our platform and internal systems inside out, monitor and handle client account activity, support trading operations, and maintain data accuracy across multiple tools. It's a strong fit for someone who thrives in a fast-paced environment, takes pride in operational excellence, and is eager to grow in fintech and investment management.

This role is onsite in our SoHo, NYC office.

What You Bring On Day One

Minimum of 3-5 years of client operations-related role in wealth management, investment management, or a related financial services environment
Strong attention to detail with the ability to stay organized and prioritize in a fast-moving setting
Clear and confident communicator with excellent verbal and written communication skills both inside the organization, as well as externally with clients and other third parties
Intellectually curious, independently resourceful, and thrives in a goal-oriented environment
Quick learner who can adapt to new tools, processes, and product updates with ease
Team-focused mindset, eager to collaborate and take initiative with others to resolve problems
Experience with custodian platforms (such as Charles Schwab and Fidelity) is preferred
Comfortable working with programming languages and interfaces (such as SQL, Retool, and Snowflake) is a plus
A no task too small mindset

What You Will Own

Support Engagement Managers and the Trading team in delivering a high-touch client experience by addressing inquiries related to trading, portfolio management, and onboarding
Manage the end-to-end portfolio proposal process, from intake through internal systems to advisor presentation and implementation support
Oversee daily trading workflows and time-sensitive client communications to ensure seamless execution and proactive issue resolution
Facilitate account onboarding,

🎯 Candidate Preparation Guide For Viseai Applicants

Key Role Competencies & Evaluation Highlights

Key Role Focus:

Assesses rapid product execution, modern AI/ML stack fluency, and the ability to simplify complex financial tech for advisors.

📋 Preparation Priorities (Key Areas to Clarify):

1. Being overly academic about machine learning without tying it to business revenue or scale
2. Slow delivery cadence or resistance to early-stage ambiguity
3. Lack of familiarity with RIA compliance and advisor workflows

✨ Recommended Role Alignment Hook:

I specialize in turning complex AI capabilities into intuitive, scalable software that drives immediate advisor adoption.

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