Vise · 3 weeks ago
Engagement Lead
New York City
Full-time
Onsite
Mid Level
$140K/yr - $160K/yr
3+ years expViseai is an AI-powered asset management platform designed for financial advisors. They are seeking a strategic Engagement Lead to drive adoption and usage of their platform within key client relationships, managing onboarding and upsell opportunities while acting as the voice of the client.
Artificial Intelligence (AI)Financial ServicesFinTechInsuranceInsurTech
Responsibilities
Identify and act on opportunities to grow platform usage and adoption within each account (e.g., new advisor teams, new features, deeper integrations)
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
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
Capture advisor feedback and surface insights internally to influence product development, roadmap priorities, and client experience improvements
Partner with implementation, product, and service teams to seamlessly onboard new firms and teams—ensuring a smooth transition and successful launch
Liaise with sales, investments, product, and marketing to align efforts and execute on account growth strategies
Join demos, prep executive updates, and help shape the enterprise success playbook as we scale
Qualification
Required
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
Benefits
Unlimited PTO and great benefits, including $1 medical insurance
401k plan with generous matching and self-directed brokerage account option
Access to investment management and free financial advice from one of our partner RIA firms
Paid lunches at our NYC office
Career growth and development opportunities
Company
Vise
Vise is an AI-driven investment management platform for financial advisors.
51-200 employees
H1B Sponsorship
Vise has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (3)
2023 (1)
2022 (3)
2021 (1)
Funding
Current Stage
Growth StageTotal Funding
$128MKey Investors
Ribbit CapitalSequoia Capital
2021-05-18Series C· $65M
2020-12-15Series B· $45M
2020-05-12Series A· $14.5M
Leadership Team
Samir Vasavada
Co-Founder & CEO
Zoran Basich
Head Of Content
Recent News
2025-12-17
Sourcery
2025-08-03
GlobalFinTechSeries
2025-07-31
Company data provided by crunchbase