Strategic Relationship Management, Vise
$110-175k
+ Equity
3 days a week in office (SoHo, NY)
AI-driven asset management platform
Open for applications
AI-driven asset management platform
101-200 employees
Open for applications
$110-175k
+ Equity
3 days a week in office (SoHo, NY)
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
- 3-7 years of experience in an account management, client relationship or sales role in financial services
- Experience with and general understanding of the RIA industry framework and wealth management
- Consulting and understanding an advisors primary business model as well as current and future needs
- Knowledge of advisory practices, typical investment strategies & RIA aggregators a plus
- Ability to communicate the information and benefits associated with various investment strategies
- Excellent verbal and written communication skills both externally with clients and other third parties as well as inside the organization
- Intellectually curious, independently resourceful, and thrives in a goal-oriented environment
- Able to switch focus quickly to address the needs of multiple clients and/or internal projects
- Bachelor’s degree with an excellent record
- Detail-oriented and organized: maintains meticulous records, manages information accurately, and ensures that all tasks are completed with a high degree of precision and thoroughness
- Excellent time management skills: balances multiple projects and tight deadlines in a fast-paced environment, effectively prioritizes tasks, and stays focused and productive under pressure
- Strong communicator: writes and speaks clearly and professionally, and actively shares information in a timely manner with relevant audiences
- Eager to learn and solve problems: independently solves problems, displays a positive attitude, and seeks opportunities to learn and grow
- Team player: collaborates effectively across multiple groups at the organizational level
What the job involves
- As a Strategic Consultant (Account / Relationship Manager) at Vise, you'll be an indispensable resource for our clients
- You will oversee and manage multiple client relationships, helping ensure onboarding, implementation, and ongoing adoption of the Vise platform are smooth and efficient
- As part of this role, you will learn and understand the intricate details of our platform as well as maintain a deep understanding of each of our clients’ business concerns and act as their internal advocate to ensure their needs are met
- Your relationship with our clients will be facilitated with an entrepreneurial, big-picture mindset, while remaining detail oriented and focused on internal KPIs and helping clients achieve their stated goals
- Manage advisor relationships within currently signed partners
- Drive additional revenue opportunities within our partner advisory firms
- Advisory clients ongoing needs for long-term success with the Vise platform
- Facilitate active client engagement and identify upsell opportunities
- Act as an expert between the client and the Vise product, identifying and/or mitigating onboarding blockers
- Ability to train as well as deliver best practices and client use cases to drive commercial results
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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