Senior Client Portfolio Manager
ViseNew York, New York, United States
Posted October 3, 2025
180000 - 200000 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 Senior Client Portfolio Manager to bridge the gap between investment teams and advisors. The role focuses on understanding client goals, crafting customized investment solutions, and delivering clear, actionable strategies. It requires a high-impact role with a collaborative team and direct reporting to the Co-CIO. This position offers an opportunity to shape the future of advisor tools.
Requirements
- 5+ years in wealth or investment management
- Strong grasp of modern portfolio techniques
- Proven success working with financial advisors
- Skilled at translating complex strategies into client narratives
- Excellent communication skills
- Experience developing and delivering custom investment proposals
- Advanced proficiency in Python and SQL
- Undergraduate degree required
Benefits
- Competitive salary
- Equity
- Unlimited PTO
- Medical insurance
- 401k plan
- Investment management and financial advice access
- Paid lunches
- Career growth opportunities
