Engagement Lead
About the role
The Engagement Lead drives adoption and usage of the Vise platform within key client relationships, serving as the primary point of contact for enterprise accounts. Key responsibilities include upselling and expanding platform usage, driving advisor engagement post-sale, orchestrating onboarding, collaborating cross-functionally, and supporting strategic projects.
Responsibilities
- 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 ensuring 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.
Requirements
- 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.
Qualifications
- BS/BA degree in finance, economics, business, or related field.
- Passion for financial technology and a deep understanding of the financial advisor ecosystem.
- Ability to work independently and as part of a team.
- Excellent analytical and problem-solving skills.
- Strong interpersonal and communication skills.
Skills
- Strategic thinking and problem-solving.
- Client relationship management.
- Consultative selling and customer advocacy.
- Project management and coordination.
- Data analysis and reporting.
- Technical proficiency with Salesforce and other relevant tools.
Benefits
- Competitive salary and equity package.
- Unlimited PTO and great benefits, including $1 medical insurance.
- 401(k) plan with generous matching and self-directed brokerage account option.
- Access to investment management and free financial advice from one of our partner RIA firms.
- Paid lunches at our NYC office.
- Career growth and development opportunities.
Pay
Vise offers a wide range of comprehensive and inclusive employee benefits, including a competitive salary and equity package, unlimited PTO, a 401(k) plan with generous matching, access to investment management and free financial advice, paid lunches at our NYC office, and career growth and development opportunities. The salary range for this position is $140,000 - $160,000 per year, plus commission and a competitive equity package. Your actual compensation will be determined based on your skills, qualifications, and experience.
Schedule
Vise is a hyper-growth fintech start-up, and the Engagement Lead will need to be adaptable and able to work in a fast-paced environment.