&lt;p&gt;We are looking for a talented Internal Wealth Sales Associate to support our sales team on new client acquisition, from pipeline development through onboarding. You will be responsible for developing targeted prospect lists, cold calling/emailing and generating leads, managing follow up cadence, and scheduling meetings and demos. Successful Sales Associates are collaborative, with excellent communication and interpersonal skills and a mission driven and client first mentality.&amp;nbsp;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;What you will own&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Initiate contact with financial advisors through cold-calling&amp;nbsp;&lt;/li&gt;
&lt;li&gt;Respond, engage and qualify inbound leads and inquiries&lt;/li&gt;
&lt;li&gt;Qualify prospective financial advisors via cold calls and emails&lt;/li&gt;
&lt;li&gt;Move qualified leads through the marketing funnel, connecting them to a salesperson, and arranging in-person meetings, emails, or phone calls.&lt;/li&gt;
&lt;li&gt;Follow-up with potential clients who expressed interest but did not engage the sales team.&lt;/li&gt;
&lt;li&gt;Act as the subject matter expert on product offerings/solution development skills&lt;/li&gt;
&lt;li&gt;Create relationships with financial advisors to identify their potential needs and qualify their interests and viability to drive sales.&lt;/li&gt;
&lt;li&gt;Present product information to financial advisors once you have identified their needs.&lt;/li&gt;
&lt;li&gt;Partner with sales and marketing team to develop sales collateral&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;What you will bring on day one&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;1-3 years of experience in a direct sales role&lt;/li&gt;
&lt;li&gt;Experience working in or selling to the wealth management industry&lt;/li&gt;
&lt;li&gt;Strong and professional communication skills -- written, verbal, presentation&lt;/li&gt;
&lt;li&gt;Aptitude to manage numerous requests and time demands concurrently, while achieving production goals&lt;/li&gt;
&lt;li&gt;Promotes a strong sense of urgency for reaching goals and key deliverables. Acts without being told what to do. Brings new ideas to the company&lt;/li&gt;
&lt;li&gt;Proven business development success through effective use of core sales tools: Salesforce, Discover Data, LinkedIn, SalesLoft, Hubspot, Google Apps, Microsoft Office&lt;/li&gt;
&lt;li&gt;Direct understanding of financial advisor pain points, requirements and correlating potential business to value is a plus&amp;nbsp;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;Personal Qualities:&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Self-starter with high energy&lt;/li&gt;
&lt;li&gt;Low ego, resourceful, and empathetic&lt;/li&gt;
&lt;li&gt;Optimistic and deeply curious&lt;/li&gt;
&lt;li&gt;Empathetic, active listener&amp;nbsp;&lt;/li&gt;
&lt;li&gt;Seeks out and is motivated by challenge&amp;nbsp;&lt;/li&gt;
&lt;li&gt;Strong work ethic with a direct, self-assured and team-first mentality&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;If you are a highly motivated, experienced, and talented individual with a passion for transforming the wealth management industry, we would love to hear from you. Apply now to join the Vise team and help us create a better future for financial advisors and their clients.&lt;/p&gt;
&lt;p&gt;&lt;em&gt;Through the internal and market data Vise has collected, we expect the salary range for this position to be &lt;/em&gt;&lt;em&gt;$70,000 - $90,000&lt;/em&gt;&lt;em&gt; per year, plus commissions and 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.&amp;nbsp;&lt;/em&gt;&lt;/p&gt;
&lt;p&gt;&amp;nbsp;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;&lt;em&gt;About Us:&lt;/em&gt;&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today&#39;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&#39;s unique financial needs and goals.&lt;/p&gt;
&lt;p&gt;Financial advisors are at the heart of this transformation, as their relationships with clients are essential to understanding and meeting each client&#39;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&#39;s behalf; Vise charges an AUM fee for its services.&amp;nbsp;&lt;/p&gt;
&lt;p&gt;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&#39; 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.&lt;/p&gt;
&lt;p&gt;&lt;em&gt;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.&lt;/em&gt;&lt;/p&gt;
&lt;p&gt;&lt;br&gt;&lt;br&gt;&lt;/p&gt;

Sales

New York, NY 

Vise HQ

Internal Wealth Sales Associate

&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Vise is seeking to build a go-to-market (GTM) team of highly intelligent, solution-oriented, and consultative professionals. This team will be instrumental in driving the growth and expansion of our AI-powered asset management platform by understanding customer needs, identifying opportunities, and delivering tailored solutions that cater to financial advisors and their clients. This small team of professionals will focus on larger accounts and RIAs over $500M in AUM.&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;We are looking for individuals with exceptional problem-solving skills, a deep understanding of the financial advisory landscape, and a strong background in consultative selling. The ideal candidate will be able to establish and maintain lasting relationships with clients, effectively communicate the value of Vise&#39;s innovative offerings, and contribute to the overall success of our GTM strategy.&amp;nbsp; Additionally, candidates should have the ability to thoroughly understand customer problems, develop compelling case studies, and handle objections with confidence. We are seeking resourceful individuals who can contribute to building a fresh GTM strategy from scratch rather than relying on pre-existing playbooks. By combining their skills, knowledge, and creativity, our GTM team members will play a crucial role in shaping the future of Vise&#39;s market presence and customer success.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Vise is seeking an experienced and highly motivated Senior Director of Wealth to join our growing team. The ideal candidate will be responsible for building and maintaining end-to-end client relationships with Financial Advisors. You will use your expertise in consultative, solution-based selling to understand client needs and deliver tailored solutions.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;What you will own&amp;nbsp;&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Develop and maintain relationships with Financial Advisors through consultative, solution-based selling&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Drive new client acquisition and manage and grow existing client relationships&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Cross-functional collaboration with Investment Strategy, Client Service and Product teams to evolve and improve our product offering. &lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Identify and qualify opportunities with new customers and continue to deepen relationships with existing customers through gathering assets&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Partner with Finance to manage and forecast pipeline accurately&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Create and deliver high-quality materials and presentations&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Handle client objections effectively&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Maintain a deep understanding of market trends and competition&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;What you bring on day one&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Minimum of 5-10&amp;nbsp; years of experience in a client-facing role in wealth/asset management or consulting&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Demonstrated success in building and growing new client relationships&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Deep knowledge of investment products (SMAs/UMAs), factor based investing, and the competitive landscape of both traditional and tech forward investment offerings.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Strong understanding of RIAs, their business needs and pain points, as well as the needs of their clients’&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Familiarity with the technology used by RIAs, including TAMPs, UMA platforms, and custodians&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Excellent communication and presentation skills&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;Personal Qualities:&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Ability to problem solve – driving opportunities entirely self-sufficiently&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Low ego, resourceful, and empathetic&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Optimistic and deeply curious&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Empathetic, active listener&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Seeks out and is motivated by challenge&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Strong work ethic with a direct, self-assured and team-first mentality&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;If you are a highly motivated, experienced, and talented individual with a passion for transforming the wealth management industry, we would love to hear from you. Apply now to join the Vise team and help us create a better future for financial advisors and their clients.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Through the internal and market data Vise has collected, we expect the salary range for this position to be&lt;/span&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt; $180,000 - $225,000 &lt;/span&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;per year, plus commissions and 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.&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;About Us:&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today&#39;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&#39;s unique financial needs and goals.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Financial advisors are at the heart of this transformation, as their relationships with clients are essential to understanding and meeting each client&#39;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&#39;s behalf; Vise charges an AUM fee for its services.&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;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&#39; 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.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;em&gt;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.&lt;/em&gt;&lt;/p&gt;

New York, NY

Senior Director of Wealth

&lt;p&gt;Vise is looking for an exceptional problem-solver, with a strong passion for investment management to join our growing product management team.&amp;nbsp; Leading product for our investment capabilities, you&#39;ll be responsible for shaping and executing on Vise’s strategic vision as we seek out to drive the evolution of investment management.&amp;nbsp; In this role, you will own multiple initiatives, drive high velocity execution, and help lay the foundation for Vise&#39;s long term product team and culture. As our product team continues to expand, we are looking to make several new hires to the team across various levels.&lt;/p&gt;
&lt;h4&gt;&amp;nbsp;&lt;strong&gt;What you will own&lt;/strong&gt;&lt;/h4&gt;
&lt;ul&gt;
&lt;li&gt;Drive strategy and execution of key initiatives across investment strategy, operations and engineering teams.&amp;nbsp;&lt;/li&gt;
&lt;li&gt;Lead end-to-end product development lifecycle, from ideation and conceptualization to launch and post-launch optimization.&lt;/li&gt;
&lt;li&gt;Translate customer insights into actionable product strategies and requirements that prioritize user experience and customer satisfaction.&lt;/li&gt;
&lt;li&gt;Engage with customers and monitor feedback and behavior in order to identify opportunities for product improvement and innovation.&lt;/li&gt;
&lt;li&gt;Lead the ideation and development of new products, features, and enhancements that align with the company&#39;s vision and market demands.&lt;/li&gt;
&lt;li&gt;Establish clear processes for managing constraints, balancing trade-offs and making choices quickly and thoughtfully while aligning with key stakeholders.&lt;/li&gt;
&lt;li&gt;Stay current with industry advancements and emerging technologies to ensure our products remain at the forefront of the industry&lt;/li&gt;
&lt;/ul&gt;
&lt;h4&gt;&lt;strong&gt;What you will bring on day one&lt;/strong&gt;&lt;/h4&gt;
&lt;ul&gt;
&lt;li&gt;Prior experience in wealth or asset management, with an in-depth understanding of investment management, including allocation strategies, risk management, portfolio construction process, and trade operations.&lt;/li&gt;
&lt;li&gt;A deep understanding of customer needs and the ability to translate customer insights/learnings into successful product strategies that prioritize user experience.&lt;/li&gt;
&lt;li&gt;Experience leading and driving decision making within a broad set of stakeholders, across sales, engineering, design, legal, and compliance.&amp;nbsp;&lt;/li&gt;
&lt;li&gt;A love of experimentation and analytical thinking, which allows you to make data-driven decisions, run meaningful experiments and consistently make improvements to the product.&lt;/li&gt;
&lt;li&gt;Excellent time management and communication skills, ensuring cross functional teams are aligned and engaged.&lt;/li&gt;
&lt;/ul&gt;
&lt;h4&gt;&lt;strong&gt;Personal Qualities:&lt;/strong&gt;&lt;/h4&gt;
&lt;ul&gt;
&lt;li&gt;Low ego, resourceful, and empathetic&lt;/li&gt;
&lt;li&gt;Optimistic and deeply curious&lt;/li&gt;
&lt;li&gt;Empathetic, active listener&amp;nbsp;&lt;/li&gt;
&lt;li&gt;Seeks out and is motivated by challenge&amp;nbsp;&lt;/li&gt;
&lt;li&gt;Strong work ethic with a direct, self-assured and team-first mentality&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;Through the internal and market data Vise has collected, we expect the salary range for this position to be $200,000 - $225,000 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.&lt;/p&gt;
&lt;p&gt;&amp;nbsp;&lt;/p&gt;
&lt;h4&gt;&lt;strong&gt;About Us:&lt;/strong&gt;&lt;/h4&gt;
&lt;p&gt;Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today&#39;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&#39;s unique financial needs and goals.&lt;/p&gt;
&lt;p&gt;Financial advisors are at the heart of this transformation, as their relationships with clients are essential to understanding and meeting each client&#39;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&#39;s behalf; Vise charges an AUM fee for its services.&amp;nbsp;&lt;/p&gt;
&lt;p&gt;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&#39; 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.&lt;/p&gt;
&lt;p&gt;&amp;nbsp;&lt;/p&gt;
&lt;p&gt;&lt;em&gt;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.&lt;/em&gt;&lt;/p&gt;

Product

Senior Product Manager, Investment Capabilities

Looking for a new career opportunity? Check out our Careers page and explore the various job openings we have available. We are always looking for talented individuals to join our team and help us achieve our goals. From entry-level positions to management roles, we offer a range of opportunities for candidates of all levels of experience.

Vise is where technology and financial innovators converge to build the future of financial freedom.


There are no mistakes here. Only opportunities to learn.

We’re united by what makes each of us unique.

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There’s no one like you—and that’s the whole point. We encourage you to lean into what makes you one-of-a-kind.


### — Johnathan Anderson, Engineering



You’ll have runway to grow, a strong sense of ownership, and ample opportunity to make a huge impact.


Comprehensive health plans

401(k) savings plan + company match

Flexible PTO

Paid parental leave

Lifestyle and well-being benefits

Flexible hybrid work policy

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We make our customers’ experience a top priority and continually seek to understand and exceed their evolving expectations. 

We are customer obsessed.

We understand that setting incremental and achievable goals results in compounded growth—improving 1% every day means we’re 3,700% better by the end of the year.

We get 1% better every day.

We are all-in and dedicated to our mission, with no other options in sight—our success demands a relentless, unyielding focus on the goal ahead.

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There are no mistakes here. Only opportunities to learn.

We’re united by what makes each of us unique.

— Johnathan Anderson, Engineering

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We are customer obsessed.

We get 1% better every day.

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