About this opportunity
Viseai lists this WealthTech Client Engagement Lead opportunity in new york, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Vise is seeking an Engagement Manager in New York City (SoHo) to oversee multiple client relationships, guiding onboarding, implementation, and ongoing adoption of the Vise platform. You will learn the platform deeply and act as client advocate to ensure needs are met, balancing an entrepreneurial mindset with attention to internal KPIs.
On day one you bring 3–7 years in financial services client relationships, knowledge of the RIA industry, and strong communication.
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.