What are the responsibilities and job description for the Strategic Relationship Management position at Vise?
As a Strategic Consultant (Account / Relationship Manager) at Vise, you'll be an indispensable resource for our clients. You will oversee and manage multiple client relationships, helping ensure onboarding, implementation, and ongoing adoption of the Vise platform are smooth and efficient. As part of this role, you will learn and understand the intricate details of our platform as well as maintain a deep understanding of each of our clients' business concerns and act as their internal advocate to ensure their needs are met. Your relationship with our clients will be facilitated with an entrepreneurial, big-picture mindset, while remaining detail oriented and focused on internal KPIs and helping clients achieve their stated goals. This role is onsite in NYC, in our SoHo office.
What you bring on day one
- 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
- Consulting and understanding an advisors primary business model as well as current and future needs
- Knowledge of advisory practices, typical investment strategies & RIA aggregators a plus
- Ability to communicate the information and benefits associated with various investment strategies
- Excellent verbal and written communication skills both externally with clients and other third parties as well as inside the organization.
- Intellectually curious, independently resourceful, and thrives in a goal-oriented environment
- Able to switch focus quickly to address the needs of multiple clients and / or internal projects
- Bachelor's degree with an excellent record
What you will own
Who you are
Why join Vise
Through the internal and market data Vise has collected, we expect the salary range for this position to be $110,000 -175,000 per year, and may include performance incentives plus a competitive equity package. Your actual compensation will be determined based on your skills, qualifications, and experience.
About Vise :
Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. 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.
Our exceptional New York team comprises world-class Ph.D. quants, investment researchers, and engineers with experience at industry-leading firms like BlackRock, Citadel, and Stripe. 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.
Salary : $110,000 - $175,000
