[ sales ]
Engagement Manager
Vise- Location
- New York, New York
- Work mode
- On-site
- Type
- full time
- Listed
Applications go directly to Vise. Ramai takes no fee for placement and no money for ranking.
[ About this role ]
Engagement Manager at Vise in New York, NY. This role involves managing multiple client relationships, overseeing onboarding and implementation of the Vise platform, and ensuring client adoption. The manager will act as an internal advocate for clients, understanding their business concerns and goals, while also focusing on internal KPIs.
Skills and focus areas
- account management
- client relationship management
- sales
- financial services
- ria industry framework
- wealth management
- consulting
- advisory practices
- investment strategies
- communication
- goal-oriented
- adaptability
Summary written by Ramai from the original posting. Full details and requirements are on Vise’s careers page.
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