Senior Client Portfolio Manager

About the role

This role is onsite in NYC, in our SoHo office.

Responsibilities

• Act as a client-facing investment expert—explaining our philosophy, portfolio construction, and platform capabilities
• Partner with advisors to deeply understand their clients’ objectives, constraints, and preferences
• Analyze portfolios for risk, attribution, tax efficiency, and performance alignment
• Create impactful investment content—proposals, presentations, commentary, and thought leadership
• Work closely with Product and Engineering to turn advisor feedback into scalable solutions
• Share trends and insights from the field with the CIO and broader team to guide investment strategy, roadmap and communications

Requirements

• Experience
  • 5+ years in wealth or investment management, ideally focused on asset allocation, portfolio construction, attribution, or security selection
  • Strong grasp of modern portfolio techniques: direct indexing, tax-loss harvesting, factor investing, optimization, and model portfolios
  • Proven success working with financial advisors; deep understanding of their models, priorities, and pain points
  • Skilled at translating complex strategies into clear, actionable client narratives
  • Excellent communicator—written, verbal, one-on-one, and in group settings
  • Experience developing and delivering custom investment proposals
  • Familiar with advisor tech stacks: CRM, portfolio management tools, and Bloomberg
  • Advanced proficiency in Python and SQL for data-driven investment analysis
• Personal attributes
  • Insatiable intellectual curiosity, particularly around financial markets, portfolio strategy, and the evolving needs of RIAs and their clients
  • Natural relationship builder who thrives on delivering value and building long-term trust
  • Adaptable and resourceful—able to juggle competing priorities and pivot quickly in a dynamic startup environment
  • Self-motivated and accountable; takes ownership and drives initiatives to the finish line
  • Energized by collaboration and excited to work closely with cross-functional teams
  • Positive, team-first mindset with a bias toward action and problem-solving
  • Comfortable in a high-performance culture that occasionally demands evening or weekend work to support client needs or key deadlines
  • Detail-oriented with a strong commitment to quality, precision, and clarity
  • Deep working knowledge of financial markets with a hunger to keep learning and growing
• Education
  • Undergraduate degree is required
  • CFA Institute Charterholder is preferred

Qualifications

• Undergraduate degree is required
• CFA Institute Charterholder is preferred

Skills

• Experience with cross-functional teams (engineering/product)
• Preferred: Authored white papers or investment commentary
• Preferred: Led investment research or portfolio solutions from concept to launch

Benefits

• Competitive salary and equity
• Unlimited PTO and great benefits, including $1 medical insurance
• 401k 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 expects the salary range for this position to be $180,000 - $200,000 per year, plus a competitive equity package. Your actual compensation will be determined based on your skills, qualifications, and experience.

Schedule

This is a full-time role.