---
title: 'Senior Client Portfolio Manager at Vise'
canonical: 'https://feeny.ai/job/senior-client-portfolio-manager-vise-new-york-gg8jsxyrqxvv'
type: 'job'
last_seen: '2026-09-04'
---

# Senior Client Portfolio Manager at Vise

- **Company:** Vise
- **Location:** New York, NY
- **Posted:** 2025-08-01
- **Last confirmed live:** 2026-09-04
- **Apply:** https://job-boards.greenhouse.io/viseai/jobs/6668976003

## Job description

Vise is hiring a Senior Client Portfolio Manager to serve as the bridge between our investment team and advisor clients. You’ll work closely with financial advisors to understand their clients’ goals, surface their investment needs, and help deliver solutions that are thoughtful, customized, and scalable.

You’ll represent the investment team in client conversations—bringing clarity to complex strategies—and ensure that advisor insights inform our investment roadmap. This is a high-impact, high-visibility role on a small, collaborative team. You’ll report directly to our Co-CIO and play a key role in shaping how we grow and scale. If you're energized by innovation, complexity, and the opportunity to help shape the next generation of advisor tools, this is your opportunity.

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

What you bring on day one:

- 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
- Preferred: 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
- 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

What you will own:

- 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
- Build and deliver custom portfolio proposals using Vise’s platform
- 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

Work Expectations

- This is a high-responsibility role in a fast-moving environment. While we deeply value work-life balance, there will be times when client demands or strategic deadlines require flexibility, including occasional evening or weekend work. We’re looking for a team member who embraces this challenge with ownership, passion, and professionalism.

Why join Vise:

- Opportunity to make a significant impact at a hyper-growth fintech start-up
- 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

Through the internal and market data Vise has collected, we expect 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. In addition, Vise offers a wide range of comprehensive and inclusive employee benefits.

About Vise:

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.

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)

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