Viseai
Engagement Lead
New York, NY
Sponsorship not specified$140k-$160kDetected 30 days ago
SalesforceAccount ManagementCommunicationOrganizational Skills
About the role
- This person will serve as the face of Vise for advisors, responsible for maximizing engagement post-sale, uncovering growth opportunities, and acting as the internal voice of the client.
- You'll sit at the intersection of sales, service, product, and enterprise success-owning the full lifecycle from onboarding through upsell.
- This is a high-impact, high-visibility role suited for someone who thrives in fast-paced environments, brings a consultative mindset, and is eager to take ownership.
Responsibilities
- Lead advisor engagement post-sale by training teams, driving daily usage, and embedding Vise into the firm's operating rhythm.
- Partner with implementation, product, and service teams to seamlessly onboard new firms and teams-ensuring a smooth transition and successful launch.
- Access to investment management and free financial advice from one of our partner RIA firms
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
- 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
- Highly organized and proactive, with the ability to juggle multiple priorities and keep momentum across accounts
- Experience with Salesforce and comfort analyzing account data to inform strategy
- Strong communication and relationship-building skills-both with advisors and internal stakeholders
Nice to have
- Strong understanding of investment platforms, TAMPs, custodians (e.g., Schwab, Fidelity, Pershing), and the advisor tech stack is a plus
Compensation
- Competitive salary and equity
Benefits
- Competitive salary and equity
- Unlimited PTO and great benefits, including $1 medical insurance
- 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.
Company info
- We're looking for a strategic, client-focused Engagement Lead to drive adoption and usage of the Vise platform within our most important client relationships.
This listing is sourced directly from Viseai's careers page and normalized into a canonical job model.