Engagement Lead - Core Sales

Independent RIAs are a fast growing segment in the wealth management industry, and they're the hardest customers in the industry to win: the advisor you're selling to builds their book, sits across from clients every day and can smell a scripted pitch in ten seconds. This role owns that motion. You'll be the primary commercial owner for independent core advisory firms, running deals from first conversation through signed agreements and assets on platform.

• →The Core pipeline, end to end — prospecting, discovery, active engagement, contracting, close. Success means new firms signed and AUM transitioned onto Vise, consistently.
• →You own the top-of-funnel. You'll get warm paths, conferences, firm-level data, and an AI-powered outbound engine — but the pipeline is yours to build, not inherit.
• →The advisor relationship after signature — partnering with engagement and investments teams so committed assets actually transition, and signed firms grow.
• →The feedback loop: what independent advisors need next goes from your conversations into our product roadmap, with a seat at that table.
• →The playbook: how Vise sells to independent RIAs gets codified, and eventually staffed, by you. Player first, coach as we scale.

• Experience working with or selling to financial advisors, broker-dealers, or enterprise RIAs
• You’re an AI-forward thinker who embraces new tools and uses them to work smarter
• Knowledge of investment products and strategies commonly used by financial advisors
• A sales-forward, consultative mindset with the ability to identify upsell opportunities and close them in partnership with sales
• 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

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.