Enterprise Account Manager
ViseNew York, New York, United States
Posted August 11, 2025
140000 - 160000 USD year
Full Time
About the Company
Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale. The company focuses on Wealth 3.0, offering customized investing solutions through direct indexing, factor investing, and ESG investing, backed by artificial intelligence. With over $130 million in funding and a team of 45 employees, Vise aims to deliver better investment outcomes while enabling financial advisors to scale their practices.
Job Description
Vise is seeking a strategic Enterprise Account Manager to drive adoption and usage of their platform within key client relationships. This role focuses on optimizing engagement post-sale, uncovering growth opportunities, and being the voice of the client within the enterprise. The manager will manage the full lifecycle of an account, from onboarding to upsell, and collaborate with various internal teams.
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.
- Sales-forward, consultative mindset with the ability to identify upsell opportunities.
- Strong communication and relationship-building skills.
- Highly organized and proactive.
Benefits
- Competitive salary and equity
- Unlimited PTO
- Great benefits
- 401k plan
- Investment management and financial advice
- Paid lunches
