The Enterprise Account Manager will drive adoption and usage of the Vise platform within key client relationships, serving as the primary point of contact for named enterprise accounts. This role involves maximizing engagement post-sale, uncovering growth opportunities, and collaborating cross-functionally to ensure long-term client success.

Drive innovation as a Technology Operations Lead, blending IT support and cybersecurity while integrating emerging technologies like AI. Collaborate across teams to enhance systems and support the future of work in a dynamic environment.

Lead the charge in high-impact, cross-functional initiatives that enhance operational efficiency, support strategic growth, and foster collaboration among teams to scale enterprise relationships effectively.

Create a robust compliance program while supporting regulatory obligations and business growth. Collaborate with cross-functional teams and enhance compliance practices in a fast-paced fintech environment, reporting directly to the Chief Legal Officer.

Accelerate investment strategies by conducting cutting-edge research, designing portfolios, and collaborating with cross-functional teams to develop innovative, technology-driven solutions that cater to unique advisor and client needs.