Hiring: Engagement Manager Company: Vise Location: New York, NY Job Posted Time: 2026-09-10 12:35:02 Employment Type: On-site Target Skills & Keywords : AI, Stripe, Wealth Management About the job Experience: •3-7 years of experience in an account management, client relationship or sales role in financial services •7 years of experience in an account management, client relationship or sales role in financial services Required Skills: •Oversee and manage multiple client relationships, helping ensure onboarding, implementation, and ongoing adoption of the Vise platform are smooth and efficient. •As part of this role, you will learn and understand the intricate details of our platform as well as maintain a deep understanding of each of our clients’ business concerns and act as their internal advocate to ensure their needs are met. Qualifications: •Detail-oriented and organized: maintains meticulous records, manages information accurately, and ensures that all tasks are completed with a high degree of precision and thoroughness •Excellent time management skills: balances multiple projects and tight deadlines in a fast-paced environment, effectively prioritizes tasks, and stays focused and productive under pressure •Strong communicator: writes and speaks clearly and professionally, and actively shares information in a timely manner with relevant audiences •Eager to learn and solve problems: independently solves problems, displays a positive attitude, and seeks opportunities to learn and grow •Team player: collaborates effectively across multiple groups at the organizational level •Opportunity to make a significant impact at a rapidly expanding fintech start-up •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 Compensation: •$110,000 - $160,000 / year •Competitive benefits and rewards package •Unlimited PTO and great benefits, including medical insurance Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!