Enterprise Account Manager at Vise

New York, New York, United States

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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

Account Management

Client Success

B2B SaaS

Upsell

Customer Onboarding

Relationship Management

Cross-Functional Collaboration

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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