Enterprise Account Manager at Vise

Welcome to Vise, where we are redefining the future of wealth management. We are an AI-powered platform that helps financial advisors move beyond traditional mutual funds and ETFs by offering fully personalized, automated portfolios. By blending sophisticated investment technology with the human touch of financial advice, we are ushering in a new era of Wealth 3.0. Our team is backed by top-tier investors like Sequoia Capital and Founders Fund, and we are looking for passionate people to help us scale our impact.

What is this role?

We are seeking a Senior Enterprise Account Manager to join our team on a full-time basis. In this role, you will be the primary face of Vise for our most important enterprise clients. You will own the entire lifecycle of these relationships, from the initial onboarding phase through to long-term growth and expansion. This is a high-visibility position where you will sit at the intersection of our sales, product, and success teams to ensure our advisors get the most value out of our platform.

What will you do?

• Drive Platform Adoption: Lead the post-sale engagement process by training advisor teams and embedding our tools into their daily operating rhythm to ensure consistent growth in assets under management.
• Manage Key Relationships: Act as the main point of contact for enterprise accounts, building deep trust with stakeholders while proactively identifying and closing opportunities to expand our footprint within their firms.
• Advocate for the Client: Serve as the internal voice of the advisor by gathering feedback and surfacing critical insights that directly influence our product roadmap and service improvements.

What makes you a great fit?

To succeed here, you should have at least 3 years of experience in account management or client success, ideally within the fintech, wealth management, or B2B SaaS sectors. You should be comfortable navigating complex organizational structures and have a solid grasp of investment strategies. We value a consultative mindset and a proven ability to drive product usage. Proficiency with Salesforce is essential, as is the ability to analyze account data to inform your strategy. You must be fluent in English and ready to thrive in a fast-paced, on-site environment.

What's in it for you?

We offer a competitive annual salary range of $140,000 to $160,000, complemented by an equity package that reflects your contribution to our growth. Our benefits package is designed to support you both professionally and personally:

• Comprehensive medical insurance.
• A 401k plan to help you save for the future.
• Unlimited vacation time to ensure you stay refreshed.
• The flexibility of remote work options.
• Generous equity compensation.