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.
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.
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.