Senior Client Portfolio Manager

Vise

New York (NY)

On-site

USD 180,000 - 200,000

Full time

14 days+

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Benefits offered by this job

Unlimited PTO

$1 medical insurance

401k plan with matching

Paid lunches at office

Job summary

A leading fintech company is seeking a Senior Client Portfolio Manager to bridge the investment team and advisor clients in New York City. The role involves understanding client goals, delivering tailored portfolio proposals, and working closely with cross-functional teams to enhance investment strategies. Ideal candidates will have over 5 years of experience in wealth management and strong communication skills. Competitive salary and benefits offered, with a focus on work-life balance.

Qualifications

5+ years in wealth or investment management focus.
Experience with complex investment strategies.
Ability to build custom proposals for clients.

Responsibilities

Act as a client-facing investment expert.
Analyze portfolios for performance and risk.
Deliver impactful investment presentations.

Skills

Wealth management experience

Investment management

Portfolio construction

Excellent communication

Python proficiency

SQL proficiency

Education

Undergraduate degree

CFA Institute Charterholder

Tools

CRM tools

Portfolio management tools

Bloomberg

Job description

Vise is hiring a Senior Client Portfolio Manager to serve as the bridge between our investment team and advisor clients. You’ll work closely with financial advisors to understand their clients’ goals, surface their investment needs, and help deliver solutions that are thoughtful, customized, and scalable.

You’ll represent the investment team in client conversations—bringing clarity to complex strategies—and ensure that advisor insights inform our investment roadmap. This is a high-impact, high-visibility role on a small, collaborative team. You’ll report directly to our Co-CIO and play a key role in shaping how we grow and scale. If you're energized by innovation, complexity, and the opportunity to help shape the next generation of advisor tools, this is your opportunity.

This role is onsite in NYC, in our SoHo office.

What you bring on day one:

Experience
5+ years in wealth or investment management, ideally focused on asset allocation, portfolio construction, attribution, or security selection
Strong grasp of modern portfolio techniques: direct indexing, tax-loss harvesting, factor investing, optimization, and model portfolios
Proven success working with financial advisors; deep understanding of their models, priorities, and pain points
Skilled at translating complex strategies into clear, actionable client narratives
Excellent communicator—written, verbal, one-on-one, and in group settings
Experience developing and delivering custom investment proposals
Familiar with advisor tech stacks: CRM, portfolio management tools, and Bloomberg
Advanced proficiency in Python and SQL for data-driven investment analysis
Preferred: Experience with cross-functional teams (engineering/product)
Preferred: Authored white papers or investment commentary
Preferred: Led investment research or portfolio solutions from concept to launch
Personal attributes
Insatiable intellectual curiosity, particularly around financial markets, portfolio strategy, and the evolving needs of RIAs and their clients
Natural relationship builder who thrives on delivering value and building long-term trust
Adaptable and resourceful—able to juggle competing priorities and pivot quickly in a dynamic startup environment
Self-motivated and accountable; takes ownership and drives initiatives to the finish line
Energized by collaboration and excited to work closely with cross-functional teams
Positive, team-first mindset with a bias toward action and problem-solving
Comfortable in a high-performance culture that occasionally demands evening or weekend work to support client needs or key deadlines
Detail-oriented with a strong commitment to quality, precision, and clarity
Deep working knowledge of financial markets with a hunger to keep learning and growing
Education
Undergraduate degree is required
CFA Institute Charterholder is preferred

What you will own:

Act as a client-facing investment expert—explaining our philosophy, portfolio construction, and platform capabilities
Partner with advisors to deeply understand their clients’ objectives, constraints, and preferences
Analyze portfolios for risk, attribution, tax efficiency, and performance alignment
Build and deliver custom portfolio proposals using Vise’s platform
Create impactful investment content—proposals, presentations, commentary, and thought leadership
Work closely with Product and Engineering to turn advisor feedback into scalable solutions
Share trends and insights from the field with the CIO and broader team to guide investment strategy, roadmap and communications
This is a high-responsibility role in a fast-moving environment. While we deeply value work-life balance, there will be times when client demands or strategic deadlines require flexibility, including occasional evening or weekend work. We’re looking for a team member who embraces this challenge with ownership, passion, and professionalism.
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 $180,000 - $200,000 per year, plus 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 an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today's world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology. Embracing this trend, Vise is leading the charge to bring this level of personalization to how we invest. 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.

Financial advisors are at the heart of this transformation, as their relationships with clients are essential to understanding and meeting each client's unique financial needs. With Vise, advisors can focus on nurturing these relationships instead of spending time building and managing portfolios. Our platform empowers advisors to create institutional-grade, personalized portfolios, automate their management, and explain valuable insights that enhance their expertise and service to clients. Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor's behalf; Vise charges an AUM fee for its services.

Our exceptional New York team comprises world-class Ph.D. quants, investment researchers, and engineers with experience at industry-leading firms like Citadel, Blackrock, Stripe, and Stanford. Combining top financial and engineering talent, we pride ourselves on delivering products faster and understanding our customers' needs better than anyone else in the market. Vise has garnered the support of prominent venture capital firms, raising over $130M from Sequoia Capital and Founders Fund, among others.

Vise celebrates and embraces diversity and is committed to building a team that represents a variety of experiences, backgrounds, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, gender identity, gender expression, sexual orientation, non-disqualifying physical or mental disability, national origin, veteran status, or other applicable legally protected characteristics.

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