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.
#J-18808-LjbffrWealthTech Client Engagement Lead in new york at Unknown Company
This position is listed as full time and onsite.