---
title: 'Engagement Manager at Vise'
canonical: 'https://feeny.ai/job/engagement-manager-vise-new-york-dqzwskjthwp0'
type: 'job'
last_seen: '2026-09-11'
---

# Engagement Manager at Vise

- **Company:** Vise
- **Location:** New York, NY
- **Posted:** 2026-09-08
- **Last confirmed live:** 2026-09-11
- **Apply:** https://job-boards.greenhouse.io/viseai/jobs/6604103003

## Job description

As an Engagement 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. This role is onsite in NYC, in our SoHo office.

## What you bring on day one

- 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

## What you will own

- 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

## Who you are

- 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

## Why join Vise

- Opportunity to make a significant impact at a rapidly expanding fintech start-up
- Unlimited PTO and great benefits, including 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

Through the internal and market data Vise has collected, we expect the salary range for this position to be $110,000 -160,000 per year, plus performance incentive bonus pay and a competitive equity package. Your actual compensation will be determined based on your skills, qualifications, and experience.

About Vise:

Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. 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.

Our exceptional New York team comprises world-class Ph.D. quants, investment researchers, and engineers with experience at industry-leading firms like BlackRock, Citadel, and Stripe. 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.

Vise celebrates and embraces diversity and is committed to building a team that represents a variety of experiences, backgrounds, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, gender identity, gender expression, sexual orientation, non-disqualifying physical or mental disability, national origin, veteran status, or other applicable legally protected characteristics.

## About Vise

## Core Business
- **Primary industry**: Asset Management / FinTech
- **Target customers**: B2B – Registered Investment Advisors (RIAs), enterprise wealth firms, and asset managers
- **Mission or purpose**: To provide advisors with an all-in-one operating system for wealth management that automates portfolio operations and delivers personalized, tax-efficient investment strategies.

## Products & Services
- **Vise Platform (SaaS)**: All-in-one operating system for wealth management, including:
  - **Portfolio Management & Rebalancing**: Automated trade execution, household-level rebalancing, and model management.
  - **Tax Management**: Daily tax-loss harvesting, direct indexing (single-stock level), box spreads for liquidity, and fixed-income laddering.
  - **Reporting & Client Insights**: AI-powered client reporting, risk tolerance analysis, and real-time market commentary.
  - **Model Marketplace**: Partnerships with BlackRock, DFA, and Alpha Architect for distribution of leading investment models.

## Market Standing
- **Valuation/Market Cap**: Not disclosed (latest deal: Later Stage VC, May 2021)
- **Key Metric**: Total funding raised: **$126M** (across multiple rounds including Series A, B, C); Platform Assets: **$99.02B+** as of June 1, 2026; Accounts: **135K+**
- **Notable Investors/Partners**: BlackRock, DFA, Alpha Architect (model partners); 48 total investors including venture capital firms (specific names not provided in sources).
- **Growth Signals**: Platform assets grew to $99B+; headcount of 176 employees (PitchBook); claims to add 3.15% more after-tax return per year on a $4.2M portfolio; $150M+ books transitioned in three-week sprints.

## Competitive Advantages
- **AI-driven personalization**: Automates portfolio construction using individual securities (not ETFs) for tax optimization and customization.
- **Tax alpha generation**: Multi-layer tax-loss harvesting across equities, fixed income, and options (130/30, 200/100 strategies) in a single account.
- **Direct indexing at scale**: Own underlying index components with personalized restrictions, values, and concentrated positions.
- **Enterprise-grade platform**: Purpose-built for RIAs and large wealth firms, with seamless custodian transitions and model distribution.

## Strategic Focus
- **Scaling the platform**: Expanding fixed-income and options capabilities, deepening partnerships with asset managers, and serving enterprise RIAs with custom model distribution.
- **Operational efficiency**: Reducing advisor time spent on portfolio operations (40% of time) through automation and AI-powered insights.
- **Tax innovation**: Continuing to build tax-optimization features (box spreads, direct indexing, household-level rebalancing) as a core differentiator.

## Why Work Here
- **Culture**: Described as a place where employees get "a mission and the room to run" – no playbook, high ownership. Examples include team members launching 6 features in one quarter or onboarding $2B in AUM within a year.
- **Location**: Based in New York, NY (521 Broadway); all current open positions listed in New York City.
- **Perks/Engineering Culture**: Emphasis on attitude and values over specific tech stack (can learn stack in a week). Notable recent hires include quantitative engineers, senior software engineers, and product designers.
- **Growth trajectory**: Rapidly scaling platform assets ($99B+) and headcount (176 employees) suggest strong momentum for career growth.

## Sources
1. [Vise Official Website](https://vise.com)
2. [Vise Careers Page](https://vise.com/careers)
3. [Vise Job Board (Greenhouse)](https://boards.greenhouse.io/viseai)
4. [PitchBook Company Profile](https://pitchbook.com/profiles/company/233863-48)
5. [LinkedIn Company Page](https://www.linkedin.com/company/viseinc)

## Other roles at Vise

- [Administrative & Office Assistant](https://feeny.ai/job/administrative-office-assistant-vise-new-york-e1x48knbg9yb) — New York, NY
- [Technology Operations Lead](https://feeny.ai/job/technology-operations-lead-vise-new-york-qbanmf05akk6) — New York, NY
- [Compliance Officer](https://feeny.ai/job/compliance-officer-vise-new-york-3vm7fy7qyhc0) — New York, NY
- [Business Operations Lead](https://feeny.ai/job/business-operations-lead-vise-new-york-jrm3mvtv9f30) — New York, NY
- [Senior Investment Strategist](https://feeny.ai/job/senior-investment-strategist-vise-new-york-ty972kdyvh8r) — New York, NY
- [Senior Client Portfolio Manager](https://feeny.ai/job/senior-client-portfolio-manager-vise-new-york-gg8jsxyrqxvv) — New York, NY
- [Accounting Lead](https://feeny.ai/job/accounting-lead-vise-new-york-hyj74qv4wny7) — New York, NY
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- [Quantitative Engineer](https://feeny.ai/job/quantitative-engineer-vise-new-york-wt9f92fbn2pw) — New York, NY
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