or apply directly on Vise's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 8 days Vise's roles stay open a median of 45 days
- Reposted
- No
- Salary listed
- Yes 92% of Vise's roles list one
- Ghost-job risk at Vise
- high 11 stale, 0 reposted of 13 open
- Hiring momentum
- 15 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-17
Measured from postings appearing on and disappearing from Vise's own greenhouse board since 2026-08-03. Full hiring picture for Vise.
About this role
As an Engagement Manager at Vise, you will manage multiple client relationships, ensuring smooth onboarding and ongoing adoption of the Vise platform. You will act as an advocate for clients, addressing their needs while driving revenue opportunities and facilitating active engagement. The role requires a strong understanding of the RIA industry and excellent communication skills to effectively collaborate with clients and internal teams.
- benefits
- 3/5
- freshness
- 5/5
- career value
- 4/5
- role clarity
- 4/5
- pay transparency
- 5/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Vise as an employer.
What you need
- 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 advisor's primary business model as well as current and future needs
- Ability to communicate the information and benefits associated with various investment strategies
- Excellent verbal and written communication skills
- Intellectually curious, independently resourceful, and thrives in a goal-oriented environment
Nice to have
- Knowledge of advisory practices, typical investment strategies & RIA aggregators a plus
What you get
- Unlimited PTO and great benefits, including medical insurance
- 401k plan with generous matching and self-directed brokerage account option
- Access to investment management and free financial advice from one of our partner RIA firms
- Paid lunches at our NYC office
- Career growth and development opportunities
Worth weighing
- No specific mention of remote work options; role is onsite in NYC
- Salary range provided, but actual compensation depends on skills and experience
Summarised from Vise's posting. Read the full original.
Listed by Vise on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.
More roles at Vise
- Senior Client Service AssociateNew York, NY