Viseai
Senior Client Portfolio Manager
New York, NY · Senior
Sponsorship not specified$180k-$200kDetected 76 days ago
PythonSQLCRMResearchLeadershipCommunicationCollaborationProblem SolvingPublic SpeakingAdaptability
About the role
- Vise is hiring a Senior Client Portfolio Manager to serve as the bridge between our investment team and advisor clients.
- You'll represent the investment team in client conversations-bringing clarity to complex strategies-and ensure that advisor insights inform our investment roadmap.
- This is a high-impact, high-visibility role on a small, collaborative team.
Responsibilities
- Partner with advisors to deeply understand their clients' objectives, constraints, and preferences
- Build and deliver custom portfolio proposals using Vise's platform
- Create impactful investment content-proposals, presentations, commentary, and thought leadership
- Access to investment management and free financial advice from one of our partner RIA firms
Requirements
- 5+ years in wealth or investment management, ideally focused on asset allocation, portfolio construction, attribution, or security selection
- Advanced proficiency in Python and SQL for data-driven investment analysis
- Experience
Nice to have
- Experience with cross-functional teams (engineering/product)
- Authored white papers or investment commentary
- Personal attributes
- Insatiable intellectual curiosity, particularly around financial markets, portfolio strategy, and the evolving needs of RIAs and their clients
- Adaptable and resourceful-able to juggle competing priorities and pivot quickly in a dynamic startup environment
- Self-motivated and accountable
- Energized by collaboration and excited to work closely with cross-functional teams
- Positive, team-first mindset with a bias toward action and problem-solving
Skills
- Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer personalized and automated portfolios.
Compensation
- Competitive salary and equity
Benefits
- Competitive salary and equity
- Unlimited PTO and great benefits, including $1 medical insurance
Company info
- We're looking for a team member who embraces this challenge with ownership, passion, and professionalism.
This listing is sourced directly from Viseai's careers page and normalized into a canonical job model.