Engagement Manager
Vise·New York, NY·Posted 8 September 2026
About the role
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…
This is a summary of the advert. The full description and the application are on Vise's careers site.
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