Engagement Manager

Join Vise as an Engagement Manager, where you'll be a key resource for our clients, overseeing multiple relationships and ensuring smooth onboarding, implementation, and ongoing adoption of the Vise platform. You'll need 3-7 years of experience in account management, client relationship, or sales roles in financial services, along with a strong understanding of the RIA industry framework and wealth management.

• Oversee and manage multiple client relationships, ensuring smooth onboarding, implementation, and ongoing adoption of the Vise platform.
• Drive additional revenue opportunities within partner advisory firms, facilitating active client engagement and identifying upsell opportunities.
• Act as an expert between the client and the Vise product, identifying and/or mitigating onboarding blockers, and delivering best practices to drive commercial results.

• 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
• Excellent verbal and written communication skills both externally with clients and other third parties as well as inside the organization
• Ability to communicate the information and benefits associated with various investment strategies
• Consulting and understanding an advisors primary business model as well as current and future needs
• Able to switch focus quickly to address the needs of multiple clients and/or internal projects
• Bachelor’s degree with an excellent record
• Knowledge of advisory practices, typical investment strategies & RIA aggregators a plus
• Intellectually curious, independently resourceful, and thrives in a goal-oriented environment
• Eager to learn and solve problems: independently solves problems, displays a positive attitude, and seeks opportunities to learn and grow
• Detail-oriented and organized: maintains meticulous records, manages information accurately, and ensures that all tasks are completed with a high degree of precision and thoroughness
• Excellent time management skills: balances multiple projects and tight deadlines in a fast-paced environment, effectively prioritizes tasks, and stays focused and productive under pressure
• Strong communicator: writes and speaks clearly and professionally, and actively shares information in a timely manner with relevant audiences
• Team player: collaborates effectively across multiple groups at the organizational level