3+ years in account management, client success, or relationship management within B2B SaaS, fintech, or wealth management
Experience with financial advisors, broker-dealers, or enterprise RIAs
Understanding of investment products and strategies used by financial advisors
Track record of driving product adoption and fostering client relationships
Consultative mindset with ability to identify and close upsell opportunities
Ability to manage complex enterprise clients and their expectations
Strong communication and relationship-building skills
Highly organized and proactive, skilled in managing multiple priorities
Familiarity with investment platforms and advisor tech stack is a plus
Proficiency in Salesforce and account data analysis.
Responsibilities
Identify and act on upsell and expansion opportunities within accounts
Lead advisor engagement and drive platform adoption post-sale
Serve as the primary contact for enterprise accounts, building trust and anticipating needs
Capture advisor feedback to influence internal product development
Collaborate with internal departments to ensure a smooth onboarding process
Coordinate with sales and marketing teams to align growth strategies
Support strategic projects like demos and executive updates.
Benefits
Opportunity to impact a hyper-growth fintech startup
Unlimited PTO and comprehensive benefits, including $1 medical insurance
401k with generous matching and brokerage options
Access to investment management and financial advice from partner RIA firms
Paid lunches at NYC office
Pathways for career growth and development.
Full Job Description
Independent RIAs are a fast growing segment in the wealth management industry, and they're the hardest customers in the industry to win: the advisor you're selling to builds their book, sits across from clients every day and can smell a scripted pitch in ten seconds. This role owns that motion. You'll be the primary commercial owner for independent core advisory firms, running deals from first conversation through signed agreements and assets on platform. What you will own
The Core pipeline, end to end - prospecting, discovery, active engagement, contracting, close. Success means new firms signed and AUM transitioned onto Vise, consistently.
You own the top-of-funnel. You'll get warm paths, conferences, firm-level data, and an AI-powered outbound engine - but the pipeline is yours to build, not inherit.
The advisor relationship after signature - partnering with engagement and investments teams so committed assets actually transition, and signed firms grow.
The feedback loop: what independent advisors need next goes from your conversations into our product roadmap, with a seat at that table.
The playbook: how Vise sells to independent RIAs gets codified, and eventually staffed, by you. Player first, coach as we scale.
What you bring on day one:
Experience working with or selling to financial advisors, broker-dealers, or enterprise RIAs
You're an AI-forward thinker who embraces new tools and uses them to work smarter
Knowledge of investment products and strategies commonly used by financial advisors
A sales-forward, consultative mindset with the ability to identify upsell opportunities and close them in partnership with sales
Strong communication and relationship-building skills-both with advisors and internal stakeholders
Highly organized and proactive, with the ability to juggle multiple priorities and keep momentum across accounts
Strong understanding of investment platforms, TAMPs, custodians (e.g., Schwab, Fidelity, Pershing), and the advisor tech stack is a plus
Why join Vise:
Opportunity to make a significant impact at a hyper-growth fintech start-up
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
Through the internal and market data Vise has collected, we expect the salary range for this position to be $140,000 - $160,000 per year, plus commission and a competitive equity package. Your actual compensation will be determined based on your skills, qualifications, and experience. In addition, Vise offers a wide range of comprehensive and inclusive employee benefits.
About Vise
Vise is a technology company that provides investment management solutions for financial advisors. The company's platform uses artificial intelligence and machine learning to create customized investment portfolios for financial advisors and their clients. Vise's technology is designed to help financial advisors save time and improve their investment performance. The company was founded in 2016 and is headquartered in New York, New York.
