About the role
Job Application for Senior Client Portfolio Manager at Vise Back to jobs Senior Client Portfolio Manager New York, NY Apply Vise is hiring a Senior Client Portfolio Manager to serve as the bridge between our investment team and advisor clients. You’ll work closely with financial advisors to understand their clients’ goals, surface their investment needs, and help deliver solutions that are thoughtful, customized, and scalable. You’ll represent the investment team in client conversations—bringing clarity to complex strategies—and ensure that advisor insights inform our investment roadmap. This is a high-impact, high-visibility role on a small, collaborative team. You’ll report directly to our Co-CIO and play a key role in shaping how we grow and scale. If you're energized by innovation, complexity, and the opportunity to help shape the next generation of advisor tools, this is your opportunity. This role is onsite in NYC, in our SoHo office. What you bring on day one: Experience 5+ years in wealth or investment management, ideally focused on asset allocation, portfolio construction, attribution, or security selection Strong grasp of modern portfolio techniques: direct indexing, tax-loss harvesting, factor investing, optimization, and model portfolios Proven success working with financial advisors; deep understanding of their models, priorities, and pain points Skilled at translating complex strategies into clear, actionable client narratives Excellent communicator—written, verbal, one-on-one, and in group settings Experience developing and delivering custom investment proposals Familiar with advisor tech stacks: CRM, portfolio management tools, and Bloomberg Advanced proficiency in Python and SQL for data-driven investment analysis Preferred: Experience with cross-functional teams (engineering/product) Preferred: Authored white papers or investment commentary Preferred: Led investment research or portfolio solutions from concept to launch Personal attributes Insatiable intellectual curiosity, particularly around financial markets, portfolio strategy, and the evolving needs of RIAs and their clients Natural relationship builder who thrives on delivering value and building long-term trust Adaptable and resourceful—able to juggle competing priorities and pivot quickly in a dynamic startup environment Self-motivated and accountable; takes ownership and drives initiatives to the finish line Energized by collaboration and excited to work closely with cross-functional teams Positive, team-first mindset with a bias toward action and problem-solving Comfortable in a high-performance culture that occasionally demands evening or weekend work to support client needs or key deadlines Detail-oriented with a strong commitment to quality, precision, and clarity Deep working knowledge of financial markets with a hunger to keep learning and growing Education Undergraduate degree is required CFA Institute Charterholder is preferred What you will own: Act as a client-facing investment expert—explaining our philosophy, portfolio construction, and platform capabilities Partner with advisors to deeply understand their clients’ objectives, constraints, and preferences Analyze portfolios for risk, attribution, tax efficiency, and performance alignment Build and deliver custom portfolio proposals using Vise’s platform Create impactful investment content—proposals, presentations, commentary, and thought leadership Work closely with Product and Engineering to turn advisor feedback into scalable solutions Share trends and insights from the field with the CIO and broader team to guide investment strategy, roadmap and communications Work Expectations This is a high-responsibility role in a fast-moving environment. While we deeply value work-life balance, there will be times when client demands or strategic deadlines require flexibility, including occasional evening or weekend work. We’re looking for a team member who embraces this challenge with ownership, passion, and professionalism.
