Vise is an investment management platform built for financial advisors. Founded in 2016, Vise gives advisors the tools and technology they need to grow their business and help clients achieve their goals. By empowering advisors, Vise advances its mission of creating financial freedom for everyone. Vise is backed by Sequoia Capital, Founders Fund, Bond Capital and Ribbit Capital, and recently completed a Series C funding round. Come join us!
As a key member of the sales team, our Account Executives focus on the most critical parts of our business - our potential and current clients, independent financial advisors. As an account executive, you will be a trusted consultant and advisor by understanding their current business pains and opportunities and guiding them through an evaluation of Vise as both a technology solution and an asset manager. Once a customer, you’ll partner with our relationship managers and customer support team, driving upsells and expansion into their book of business.
A successful candidate will seek to deeply understand the advisor’s practice and advise them on how to best use Vise. This includes communicating our investment methodology, principles of portfolio construction, as well as practice management topics. You will help to maintain relationships and grow new ones, by continuously identifying asset gathering opportunities.
Our office is located in One World Trade in NYC. Our office is open at limited capacity with strict contact tracing and protocols for anyone who chooses to go in. We will continue to be remote-optional until September 30, 2021. We will monitor Covid-19 trends to ensure the safety of our employees.
- Full-cycle sale from qualification through close & onboarding
- Maintenance of a book of business with expectation for high growth and retention
- Consistent achievement of monthly and quarterly sales targets
- Prospecting and qualifying of new leads to maintain a healthy sales pipeline
- Closing and onboarding of new clients
- Deep understanding of our market & product
- Collaboration on sales team & process improvement
What you will bring on Day 1
- 3-5 years of experience in client-facing roles with a proven track record of success in consultative, solution based sales
- Understanding of the independent wealth management industry, with direct sales experience to the RIA community
- Experience in inside and outside sales, business development and account management
- Outstanding communication, problem solving, time management and organizational skills
- Desire to solve complex client problems and operate in a hyper growth environment
- High degree of comfort with technology, including Salesforce, Slack, G-Suite, and more
- Strong work ethic with a direct, self-assured and company-first mentality
- Bachelor's Degree preferred
- CFP or CFA preferred, not required
- The position will eventually be onsite in NYC, but with current conditions you must have the ability to work remotely.
Vise celebrates and embraces diversity and is committed to building a team that represents a variety of experiences, backgrounds, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, gender identity, gender expression, sexual orientation, non-disqualifying physical or mental disability, national origin, veteran status, or other applicable legally protected characteristics.