Enterprise Account Manager, Vise
$140-160k
+ Commission + Equity Package
3 days a week in office
AI-driven asset management platform
Open for applications
AI-driven asset management platform
101-200 employees
Open for applications
$140-160k
+ Commission + Equity Package
3 days a week in office
101-200 employees
Company mission
To close the financial access gap, empowering people to create customized, precise investment strategies that help them reach their goals.
Role
Who you are
- 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
- 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
What the job involves
- We’re looking for a strategic, client-focused Enterprise Account Manager to drive adoption and usage of the Vise platform within our most important client relationships
- 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
- Upsell and Expand: Identify and act on opportunities to grow platform usage and adoption within each account (e.g., new advisor teams, new features, deeper integrations)
- Drive Adoption: 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
- Own Relationships: 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
- Be the Client Voice: Capture advisor feedback and surface insights internally to influence product development, roadmap priorities, and client experience improvements
- Orchestrate Onboarding: Partner with implementation, product, and service teams to seamlessly onboard new firms and teams—ensuring a smooth transition and successful launch
- Collaborate Cross-Functionally: Liaise with sales, investments, product, and marketing to align efforts and execute on account growth strategies
- Support Strategic Projects: Join demos, prep executive updates, and help shape the enterprise success playbook as we scale
Our take
Registered Independent Advisors (RIAs) face hot competition in a sector where 60% of global assets are managed by institutional investors. Part of the latter's edge, however, comes from market leading analyst teams and tools – and Vise has developed an AI-driven automated platform to fill this shortfall for RIAs.
The platform uses AI to automate the building and management of client portfolios, so RIAs can focus on cultivating client relationships. It has been proven a popular prospect – Vise secured a valuation exceeding $1 billion at the close of its 2021 Series C funding round, and its managed assets have quadrupled in recent years.
Vise also leverages an interesting niche that could shore it up against the industry-disruption of robo-advisors like SoFi and Wealthfront. Whilst robo-advisors are good for smaller asset classes, they lack the sophistication to manage and grow complex asset portfolios. They also lack the human touch which remains extremely important to the vast majority of investors even in a tech-led investment landscape. Vise's product is therefore an astute middle-of-the-road compromise.
Freddie
Company Specialist at Welcome to the Jungle
Insights
14% employee growth in 12 months
Company
Funding (last 2 of 4 rounds)
May 2021
$65m
SERIES C
Dec 2020
$45m
SERIES B
Total funding: $126.5m
Company benefits
- Comprehensive health plans
- 401(k) savings plan
- Flexible PTO
- Paid parental leave
- Lifestyle and wellbeing benefits
- Flexible remote work policy
Company HQ
SoHo, New York, NY
Leadership
Samir Vasavada
(CEO & Co-Founder)CEO and co-founder at Vise since 2016. Sits on board of several SaaS companies. Featured in Forbes 30 Under 30 list.
Runik Mehrotra
(Chief Investment Officer & Co-Founder)They are an active AI and quantitative finance researcher, previously doing research at MIT.
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