Senior Client Success Lead – Fintech Ops (Equity Eligible)

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

Benefits offered by this job

Equity

Unlimited PTO

$1 medical insurance

401k plan with generous matching

Paid lunches in NYC office

Career growth opportunities

Job summary

Vise is seeking a Senior Client Success Associate to join our Account Management Team in SoHo, NYC. You’ll be the go-to resource for financial advisor clients and a key liaison among Engagement Managers, Trading, and Investment Strategy to ensure onboarding and day-to-day execution run smoothly.

You’ll learn our platform, monitor client activity, support trading operations, and maintain data accuracy across multiple tools. This fast-paced role rewards operational excellence and collaboration.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client operations

Attention to detail

Communication

Independence

Quick learner

Team collaboration

Custodian platforms

Tools

SQL

Retool

Snowflake

Job description

Vise is seeking a Senior Client Success Associate to join our Account Management Team in SoHo, NYC. You’ll be the go-to resource for financial advisor clients and a key liaison among Engagement Managers, Trading, and Investment Strategy to ensure onboarding and day-to-day execution run smoothly.

You’ll learn our platform, monitor client activity, support trading operations, and maintain data accuracy across multiple tools. This fast-paced role rewards operational excellence and collaboration.