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Engagement Manager

Vise
Location
New York, NY
Posted
12 days ago
Department
Sales
Salary
$110,000 -160,000
What they actually want (must-haves)
  • 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 advisor's primary business model as well as current and future needs
  • Ability to communicate the information and benefits associated with various investment strategies
  • Excellent verbal and written communication skills
  • Intellectually curious, independently resourceful, and thrives in a goal-oriented environment
Nice to have
  • Knowledge of advisory practices, typical investment strategies & RIA aggregators a plus
What the job really is

As an Engagement Manager at Vise, you will manage multiple client relationships, ensuring smooth onboarding and ongoing adoption of the Vise platform. You will act as an advocate for clients, addressing their needs while driving revenue opportunities and facilitating active engagement. The role requires a strong understanding of the RIA industry and excellent communication skills to effectively collaborate with clients and internal teams.

Benefits
  • Unlimited PTO and great benefits, including 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
Things to weigh
  • No specific mention of remote work options; role is onsite in NYC
  • Salary range provided, but actual compensation depends on skills and experience
Job score4.2/5
Benefits3/5
Freshness5/5
Career value4/5
Role clarity4/5
Pay transparency5/5

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