About the role
Job Application for Engagement Lead at Vise Back to jobs Engagement Lead New York City Apply We’re looking for a strategic, client-focused Engagement Lead to drive adoption and usage of the Vise platform within our most important client relationships. This person will serve as the face of Vise for advisors, responsible for maximizing engagement post-sale, uncovering growth opportunities, and acting as the internal voice of the client. You’ll sit at the intersection of sales, service, product, and enterprise success—owning the full lifecycle from onboarding through upsell. This is a high-impact, high-visibility role suited for someone who thrives in fast-paced environments, brings a consultative mindset, and is eager to take ownership. What you will own: Upsell and Expand: Identify and act on opportunities to grow platform usage and adoption within each account (e.g., new advisor teams, new features, deeper integrations). Drive Adoption: Lead advisor engagement post-sale by training teams, driving daily usage, and embedding Vise into the firm’s operating rhythm. Success means AUM managed on Vise grows consistently. Own Relationships: Be the primary point of contact for named enterprise accounts—building trust, anticipating needs, and making sure advisors and home office stakeholders are set up for long-term success. Be the Client Voice: Capture advisor feedback and surface insights internally to influence product development, roadmap priorities, and client experience improvements. Orchestrate Onboarding: Partner with implementation, product, and service teams to seamlessly onboard new firms and teams—ensuring a smooth transition and successful launch. Collaborate Cross-Functionally: Liaise with sales, investments, product, and marketing to align efforts and execute on account growth strategies. Support Strategic Projects: Join demos, prep executive updates, and help shape the enterprise success playbook as we scale. What you bring on day one: 3+ years of experience in account management, relationship management, or client success in a B2B SaaS, fintech, or wealth management environment Experience working with or selling to financial advisors, broker-dealers, or enterprise RIAs Knowledge of investment products and strategies commonly used by financial advisors Proven track record of driving adoption, increasing product usage, and growing client relationships A sales-forward, consultative mindset with the ability to identify upsell opportunities and close them in partnership with sales Comfort managing enterprise clients with complex organizational structures and high expectations 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 Experience with Salesforce and comfort analyzing account data to inform strategy
