Senior Client Success Associate

Viseai; New York (NY); On-site; USD 110,000 - 130,000; Full time

Benefits offered by this job

Equity

Unlimited PTO

Health insurance

401k matching

Brokerage account

Financial advice access

Free lunches

Career growth

Job summary

Vise is hiring a Senior Client Success Associate to join our Account Management Team in SoHo, NYC. You'll be a go-to resource for our financial advisor clients and a key liaison between clients, Engagement Managers, Trading, and Investment Strategy teams to keep onboarding and day-to-day execution running smoothly.

In this role, you'll learn our platform and internal systems, monitor client activity, support trading operations, and maintain data accuracy across tools.

Qualifications

• 3–5 years in a client operations-related role in wealth management, investment management, or financial services.
• Strong attention to detail with the ability to stay organized in a fast-moving setting.
• Clear and confident communicator with excellent verbal and written skills internally and externally.
• Curious, resourceful, and thrives in a goal-oriented environment.
• Quick learner who can adapt to new tools, processes, and product updates easily.
• Team-focused mindset with initiative to resolve problems.
• Experience with custodian platforms (e.g., Charles Schwab, Fidelity) preferred.
• Comfort with programming interfaces (SQL, Retool, Snowflake) a plus.
• A no task too small mindset.

Responsibilities

• Support Engagement Managers and Trading in delivering a high-touch client experience for inquiries on trading, portfolio management, and onboarding.
• Manage end-to-end portfolio proposal process from intake through advisor presentation and implementation support.
• Oversee daily trading workflows and time-sensitive client communications for seamless execution.
• Facilitate account onboarding, assignment, and maintenance workflows; monitor custodian activity like cash flows and closures.
• Maintain organized internal systems by aggregating client documentation and updating data records.
• Coordinate recurring client deliverables, including billing invoices, quarterly reviews, and custom reporting.
• Act as client advocate by partnering cross-functionally with Trading, Investment Operations, Finance, and Marketing.
• Identify and contribute to scalable process improvements and special projects.

Skills

Client operations

Attention to detail

Communication

Team collaboration

Adaptability

Problem solving

Custodian platforms

SQL

Retool

Snowflake

Tools

SQL

Retool

Snowflake

Job description

Vise is hiring a Senior Client Success Associate to join our Account Management Team. You'll be a go-to resource for our financial advisor clients and a key part of Vise's operational core — working directly with custodians and acting as the liaison between clients and our Engagement Managers, Trading, and Investment Strategy teams to keep account onboarding, implementation, and day-to-day execution running smoothly.

In this role, you'll learn our platform and internal systems inside out, monitor and handle client account activity, support trading operations, and maintain data accuracy across multiple tools. It's a strong fit for someone who thrives in a fast-paced environment, takes pride in operational excellence, and is eager to grow in fintech and investment management.

This role is onsite in our SoHo, NYC office.

What You Bring On Day One

• Minimum of 3-5 years of client operations-related role in wealth management, investment management, or a related financial services environment
• Strong attention to detail with the ability to stay organized and prioritize in a fast-moving setting
• Clear and confident communicator with excellent verbal and written communication skills both inside the organization, as well as externally with clients and other third parties
• Intellectually curious, independently resourceful, and thrives in a goal-oriented environment
• Quick learner who can adapt to new tools, processes, and product updates with ease
• Team-focused mindset, eager to collaborate and take initiative with others to resolve problems
• Experience with custodian platforms (such as Charles Schwab and Fidelity) is preferred
• Comfortable working with programming languages and interfaces (such as SQL, Retool, and Snowflake) is a plus
• A no task too small mindset

What You Will Own

• Support Engagement Managers and the Trading team in delivering a high-touch client experience by addressing inquiries related to trading, portfolio management, and onboarding
• Manage the end-to-end portfolio proposal process, from intake through internal systems to advisor presentation and implementation support
• Oversee daily trading workflows and time-sensitive client communications to ensure seamless execution and proactive issue resolution
• Facilitate account onboarding, assignment, and maintenance workflows, while monitoring key custodian activity such as cash flows, restrictions, and closures
• Maintain organized and accurate internal systems by aggregating client documentation and updating key data records
• Coordinate recurring client deliverables, including billing invoices, quarterly reviews, and custom reporting
• Act as a client advocate by partnering cross-functionally with Trading, Investment Operations, Finance, and Marketing to resolve issues and enhance service
• Identify and contribute to scalable process improvements and special projects that elevate the overall client experience

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 $110,000-130,000 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.