WealthTech Engagement Manager — Onsite NYC

Vise; New York (NY); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Unlimited PTO

Medical insurance

401k with matching

Self-directed brokerage account

Paid lunches

Job summary

Vise in New York City is seeking an Engagement Manager to oversee multiple client relationships, guiding onboarding, implementation, and ongoing adoption of the Vise platform.

You will learn the platform, understand clients' business concerns, and advocate for their needs while focusing on KPIs and revenue growth. The role is onsite in our SoHo office, offering competitive compensation and benefits, plus opportunities to impact a fast-growing fintech.

Qualifications

• 3–7 years in account management, client relationships or sales in financial services.
• Experience with RIA industry framework and wealth management.
• Consulting mindset; understand advisors' business models and needs.
• Knowledge of advisory practices and investment strategies; RIAs a plus.
• Excellent verbal and written communication; client-facing and internal.
• Curious, resourceful, goal-oriented; able to manage multiple clients.
• Bachelor’s degree with excellent record.

Responsibilities

• Manage advisor relationships with current partners.
• Drive additional revenue opportunities within partner advisory firms.
• Address advisory clients' ongoing needs for long-term success with the Vise platform.
• Facilitate active client engagement and upsell opportunities.
• Serve as an expert between the client and Vise product, mitigating onboarding blockers.
• Train and deliver best practices and client use cases.

Skills

Account management

Client relationships

Sales

Financial services

Onboarding

Communication

Education

Bachelor’s degree

Job description

Vise in New York City is seeking an Engagement Manager to oversee multiple client relationships, guiding onboarding, implementation, and ongoing adoption of the Vise platform.

You will learn the platform, understand clients' business concerns, and advocate for their needs while focusing on KPIs and revenue growth. The role is onsite in our SoHo office, offering competitive compensation and benefits, plus opportunities to impact a fast-growing fintech.