Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today’s world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology. Embracing this trend, Vise is leading the charge to bring this level of personalization to how we invest. Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer personalized and automated portfolios. By harnessing the power of AI, Vise enables financial advisors to create tailored investment strategies that cater to each client’s unique financial needs and goals.

Financial advisors are at the heart of this transformation, as their relationships with clients are essential to understanding and meeting each client’s unique financial needs. With Vise, advisors can focus on nurturing these relationships instead of spending time building and managing portfolios. Our platform empowers advisors to create institutional-grade, personalized portfolios, automate their management, and explain valuable insights that enhance their expertise and service to clients. Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor’s behalf; Vise charges an AUM fee for its services. 

Our exceptional New York team comprises world-class Ph.D. quants, investment researchers, and engineers with experience at industry-leading firms like Citadel, Blackrock, Stripe, and Stanford. Combining top financial and engineering talent, we pride ourselves on delivering products faster and understanding our customers’ needs better than anyone else in the market. Vise has garnered the support of prominent venture capital firms, raising over $130M from Sequoia Capital and Founders Fund, among others.

We are building a technology platform that allows all investors, regardless of age, net worth, or geography, to access personalized, automated, and intelligent investments across all asset classes. The Vise sales team focuses on the most critical part of our business - our potential and current clients, Independent Financial Advisors. As a trusted consultant and advisor, our Managing Directors own client relationships end to end, from setting the strategy to acquire new clients, through onboarding and deepening relationships through acquiring additional assets. 

A successful Managing Director will seek to deeply understand Advisors’ client needs, business pains and goals and showcase how Vise gives them the tools they need to build, manage and explain personalized, automated and intelligent investment portfolios.  Relationship driven and customer obsessed, you will maintain relationships and grow new ones, by continuously identifying asset gathering opportunities. 

What you will own

• 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

What you will bring on Day 1

• 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

Through the internal and market data Vise has collected, we expect the salary range for this position to be $135,000-185,000 per year, plus commissions and a competitive equity package. Your actual compensation will be determined based on your skills, qualifications, and experience. In addition, Vise offers a wide range of comprehensive and inclusive employee benefits. To learn more about Benefits gohere