Engagement Manager

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 or [... source excerpt omitted ...] es 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 [... source excerpt omitted ...] position to be $110,000 -160,000 per year, plus performance incentive bonus pay and a competitive equity package. Your actual compensation will be determined based on your skills, qualifications, and experience. About Vise: Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer personalized and automated portfolios. By harnessing the power of AI, Vise enables financial advisors to create tailored investment strategies that cater to each client's unique financial needs and goals. Our exceptional N