Account Manager - Vise
Vise is an artificial intelligence-driven asset management platform, built and designed specifically for the Financial Advisor of the future. We are transforming the financial industry by bringing the power of AI and machine learning to automate investment management for financial advisors and build fully customized portfolios backed by portfolio intelligence. Located in New York, we are a well-funded Series A stage startup, backed by Sequoia, Founders Fund and Bling Capital. We are working in one of the largest industries in the world, with customers who are hungry for modern tools and technology that will help them win. Come join us!
As an Account Manager, you'll focus on a crucial part of our business - growing share of wallet. You'll take ownership of onboarding, maintaining and growing each account. You will need to learn and comprehend the customers' business requirements and act as their trusted advisor for using Vise as effectively as possible. You'll gather feedback and requests while working with internal teams to help align our product roadmap to create customer happiness. You'll need to communicate effectively across multiple departments and customers, provide outstanding customer service in all situations and enjoy the challenges of a fast-paced environment.
Last updated: 683 days ago
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