Vise · 3 months ago
Senior Client Portfolio Manager
New York, NY
Full-time
Onsite
Senior Level
$180K/yr - $200K/yr
5+ years expVise is an artificial intelligence powered asset management platform designed for financial advisors, and they are seeking a Senior Client Portfolio Manager to bridge the investment team and advisor clients. This role involves understanding clients' goals, delivering customized investment solutions, and ensuring advisor insights inform the investment strategy.
Artificial Intelligence (AI)Financial ServicesFinTechInsuranceInsurTech
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
Qualification
Required
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
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
Undergraduate degree is required
Preferred
Experience with cross-functional teams (engineering/product)
Authored white papers or investment commentary
Led investment research or portfolio solutions from concept to launch
CFA Institute Charterholder is preferred
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