Strategic Account Manager (Post-Sales)
Sardine$150,000 - $180,000/year
Full Time
Mid-level (3 to 4 years), Senior (5 to 8 years)
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
FinTech, Financial ServicesIndustries
Requirements
- 3+ years of experience in account management, relationship management, or client success in a B2B SaaS, fintech, or wealth management environment
- Experience working with or selling to financial advisors, broker-dealers, or enterprise RIAs
- Knowledge of investment products and strategies commonly used by financial advisors
- Proven track record of driving adoption, increasing product usage, and growing client relationships
- A sales-forward, consultative mindset with the ability to identify upsell opportunities and close them in partnership with sales
- Comfort managing enterprise clients with complex organizational structures and high expectations
- Strong communication and relationship-building skills—both with advisors and internal stakeholders
- Highly organized and proactive, with the ability to juggle multiple priorities and keep momentum across accounts
- Strong understanding of investment platforms, TAMPs, custodians (e.g., Schwab, Fidelity, Pershing), and the advisor tech stack is a plus
- Experience with Salesforce and comfort analyzing account data to inform strategy
Responsibilities
- Upsell and Expand: Identify and act on opportunities to grow platform usage and adoption within each account (e.g., new advisor teams, new features, deeper integrations)
- Drive Adoption: Lead advisor engagement post-sale by training teams, driving daily usage, and embedding Vise into the firm’s operating rhythm. Success means AUM managed on Vise grows consistently
- Own Relationships: Be the primary point of contact for named enterprise accounts—building trust, anticipating needs, and making sure advisors and home office stakeholders are set up for long-term success
- Be the Client Voice: Capture advisor feedback and surface insights internally to influence product development, roadmap priorities, and client experience improvements
- Orchestrate Onboarding: Partner with implementation, product, and service teams to seamlessly onboard new firms and teams—ensuring a smooth transition and successful launch
- Collaborate Cross-Functionally: Liaise with sales, investments, product, and marketing to align efforts and execute on account growth strategies
- Support Strategic Projects: Join demos, prep executive updates, and help shape the enterprise success playbook as we scale
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What experience is required for the Enterprise Account Manager role?
Candidates need 3+ years of experience in account management, relationship management, or client success in B2B SaaS, fintech, or wealth management, plus experience working with or selling to financial advisors, broker-dealers, or enterprise RIAs.
What skills make a strong candidate for this position?
A sales-forward, consultative mindset for identifying upsell opportunities, strong communication and relationship-building skills, and the ability to manage complex enterprise clients while staying highly organized and proactive are key.
Is this a remote position or does it require office work?
This information is not specified in the job description.
What is the salary or compensation for this role?
This information is not specified in the job description.
What kind of work environment can I expect at Vise?
This is a high-impact, high-visibility role in a fast-paced environment where you'll collaborate cross-functionally with sales, product, service, and other teams at the intersection of sales, service, product, and enterprise success.
Vise
AI platform for financial advisors' asset management
About Vise
Vise provides an asset management platform designed for financial advisors, helping them create and manage personalized investment portfolios for their clients. The platform uses artificial intelligence to automate tasks like portfolio rebalancing and risk assessment, allowing advisors to concentrate on building client relationships and making strategic decisions. Vise operates on a subscription-based model, making it accessible to both small and large advisory firms. This flexibility sets Vise apart from competitors, as it can cater to a diverse range of clients in the financial advisory sector. The company's goal is to enhance the efficiency of financial advisors, reduce their operational costs, and improve investment outcomes, ultimately aiming to shape the future of asset management.
New York City, New YorkHeadquarters
2016Year Founded
$123.1MTotal Funding
SERIES_CCompany Stage
Fintech, AI & Machine Learning, Financial ServicesIndustries
51-200Employees
Benefits
Comprehensive health plans
401(k) savings plan
Flexible PTO
Parental Leave
Wellness Reimbursement
Learning & Development
Risks
Loss of major clients like Manhattan West impacts revenue and reputation.
High employee turnover affects company morale and productivity.
Rapid fintech evolution may outpace Vise's current offerings, affecting competitiveness.
Differentiation
Vise automates investment management using AI, enhancing advisor-client relationships.
The platform offers personalized portfolios, reducing advisors' administrative tasks.
Vise's subscription model is scalable, catering to both small and large advisory firms.
Upsides
Growing demand for AI-driven personalized investment solutions boosts Vise's market potential.
Hybrid advisory models enhance Vise's value proposition by combining AI with human expertise.
Regulatory scrutiny on traditional practices drives adoption of AI-driven solutions like Vise.
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