Account Executive

| Greater NYC Area
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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.
What you will own
  • 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.
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Technology we use

  • Engineering
    • AWS (Amazon Web Services)Languages
    • GolangLanguages
    • JavascriptLanguages
    • PythonLanguages
    • SqlLanguages
    • ReactLibraries
    • ReduxLibraries
    • Node.jsFrameworks
    • PostgreSQLDatabases

Location

Historical area near the water. Our office has sweeping north, west, and east views!

An Insider's view of Vise

What are some social events your company does?

We have biweekly All Hands on Thursdays, which can include really exciting special guests from investors to interesting people who have revolutionized industries. We also hold bi-weekly virtual happy hours with themes, lunches + snacks for people coming into the office, and ad hoc surprises to keep it fun.

Su

Recruiting Lead

What are Vise Perks + Benefits

Vise Benefits Overview

One of Vise's top priorities is maintaining the health and wellbeing of our employees and their families. We offer a robust and comprehensive program with multiple health insurance options, dental, vision, free One Medical Membership, and more.

Culture
Friends outside of work
Eat lunch together
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Highly diverse management team
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
Company Equity
Employees should feel like owners of the company and linked to our success, so everyone is offered stock options.
Child Care & Parental Leave Benefits
Remote Work Program
Vacation & Time Off Benefits
Unlimited Vacation Policy
Perks & Discounts
Casual Dress
Commuter Benefits
Free Daily Meals
Stocked Kitchen
Happy Hours
Professional Development Benefits
Job Training & Conferences
Diversity Program
Online course subscriptions available
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