Senior Client Portfolio Manager at Vise

New York, New York, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Investment Management, Wealth ManagementIndustries

Requirements

5+ years in wealth or investment management, ideally focused on asset allocation, portfolio construction, attribution, or security selection
Strong grasp of modern portfolio techniques: direct indexing, tax-loss harvesting, factor investing, optimization, and model portfolios
Proven success working with financial advisors; deep understanding of their models, priorities, and pain points
Skilled at translating complex strategies into clear, actionable client narratives
Excellent communicator—written, verbal, one-on-one, and in group settings
Experience developing and delivering custom investment proposals
Familiar with advisor tech stacks: CRM, portfolio management tools, and Bloomberg
Advanced proficiency in Python and SQL for data-driven investment analysis
Undergraduate degree
Insatiable intellectual curiosity, particularly around financial markets, portfolio strategy, and the evolving needs of RIAs and their clients
Natural relationship builder who thrives on delivering value and building long-term trust
Adaptable and resourceful—able to juggle competing priorities and pivot quickly in a dynamic startup environment
Self-motivated and accountable; takes ownership and drives initiatives to the finish line
Energized by collaboration and excited to work closely with cross-functional teams
Positive, team-first mindset with a bias toward action and problem-solving
Comfortable in a high-performance culture that occasionally demands evening or weekend work to support client needs or key deadlines
Detail-oriented with a strong commitment to quality, precision, and clarity
Deep working knowledge of financial markets with a hunger to keep learning and growing
Preferred: CFA Institute Charterholder
Preferred: Experience with cross-functional teams (engineering/product)
Preferred: Authored white papers or investment commentary
Preferred: Led investment research or portfolio solutions from concept to launch

Responsibilities

Act as a client-facing investment expert—explaining our philosophy, portfolio construction, and platform capabilities
Partner with advisors to deeply understand their clients’ objectives, constraints, and preferences
Analyze portfolios for risk, attribution, tax efficiency, and performance alignment
Build and deliver custom portfolio proposals using Vise’s platform
Create impactful investment content—proposals, presentations, commentary, and thought leadership
Work closely with Product and Engineering to turn advisor feedback into scalable solutions
Share trends and insights from the field with the CIO and broader team to guide investment strategy, roadmap and communications

Skills

Key technologies and capabilities for this role

PythonSQLBloombergCRMAsset AllocationPortfolio ConstructionDirect IndexingTax-Loss HarvestingFactor InvestingOptimizationModel Portfolios

Questions & Answers

Common questions about this position

Is this role remote or onsite?

This role is onsite in NYC, in our SoHo office.

What experience is required for this position?

Candidates need 5+ years in wealth or investment management focused on asset allocation, portfolio construction, attribution, or security selection, plus proven success working with financial advisors.

What technical skills are needed for this role?

Advanced proficiency in Python and SQL for data-driven investment analysis is required, along with familiarity with advisor tech stacks like CRM, portfolio management tools, and Bloomberg.

What is the company culture like?

It's a high-impact, high-visibility role on a small, collaborative team in a dynamic startup environment with a high-performance culture that occasionally demands evening or weekend work.

What makes a strong candidate for this role?

Strong candidates have 5+ years of relevant experience, advanced Python/SQL skills, a CFA preferred, and personal attributes like intellectual curiosity, relationship-building, and a team-first mindset in a startup setting.

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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