Managing Director of Advisor Sales, Vise
$135-160k
3 days a week in office
AI-driven asset management platform
Job no longer available
AI-driven asset management platform
101-200 employees
Job no longer available
$135-160k
3 days a week in office
101-200 employees
Company mission
To enable financial advisors to deliver better investment outcomes to their clients while scaling to their maximum potential.
Role
Who you are
- Minimum of 7-10 years of experience in a full-lifecycle sales roles with a proven track record of success in consultative, solution based sales
- Understanding of the independent wealth management industry, with direct sales experience to the RIA community
- Comfortable explaining complex investment principles and fundamental principles of portfolio management
- Strong prospecting and pipeline generation experience
- Relationship driven with client first mentality
- Experience managing relationships of varying complexity
- Proven negotiation ability
- Outstanding communication, problem solving, time management and organizational skills
- Strong work ethic with a direct, self-assured and company-first mentality
- Prior experience in fast paced scrappy startup environments strongly preferred
- Proven business development success through effective use of core sales tools: Salesforce, Discover Data, LinkedIn, SalesLoft, Hubspot, Google Apps, Microsoft Office
- CFP or CFA a plus
What the job involves
- Establish strategy for identifying and acquiring new client relationships, growing book share through continued asset gathering and maintaining assets
- Own and develop prospecting and nurture strategies for your territory, manage sales activities and forecasting through Salesforce
- Develop, maintain, and deepen relationships with advisors. Build trust, rapport and credibility
- Subject Matter Expert in independent wealth advisory with knowledge of investment products and offerings, as well as advisor tech
- Partner with Investment strategy to educate prospective and current clients on Vise’s investment methodology and platform capabilities
- Partner with Customer Success to onboard clients and ensure they have the resources and support to better serve our clients
- Effective aggregation and communication of product feedback to the product and engineering teams to help shape our product roadmap
Our take
Registered Independent Advisors (RIAs) operate in a competitive market dominated by institutional investors with advanced tools and analyst teams. Vise addresses this gap with an AI-driven platform that automates portfolio construction and management, allowing advisors to focus on client relationships. Its rapid growth (surpassing $15B in platform assets with a 1500% year-over-year increase) really shows just how strong its adoption has been too.
This momentum comes amid major changes in the RIA sector, driven by private equity-fuelled consolidation and the rise of enterprise-scale firms. These shifts are increasing demand for more sophisticated, scalable technology. Vise's recent leadership expansion, including CFO Nick Raffone, reflects its focus on supporting larger, more complex advisory businesses.
Vise also occupies a middle ground between traditional advisors and robo-advisors like SoFi and Wealthfront. While robo-advisors handle simpler portfolios efficiently, they lack the flexibility needed for complex assets, and traditional advisor methods can be harder to scale. So, Vise's hybrid approach combines automation with human oversight, positioning it well for an evolving, tech-enabled advisory landscape.
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
- 401(k) savings plan + company match
- Comprehensive health pans
- Flexible PTO
- Lifestyle and well-being benefits
- Paid parental leave
Company HQ
SoHo, New York, NY
Leadership
Samir Vasavada
(Co-Founder & Co-Head)Samir co-founded Vise in 2016 and has headed up the company alongside Runik ever since.
Runik Mehrotra
(Co-Founder & Co-Head)Runik has a Bachelor of Science in Finance from The Wharton School and a Bachelor of Science in Engineering, Computer and Information Sciences from the University of Pennsylvania.
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