Senior Client Portfolio Manager
$180k/y-$200k/y
Vise2 days ago
Highlight
OnsiteFull-timeSenior
Summary
Vise is hiring a Senior Client Portfolio Manager to serve as the bridge between their investment team and advisor clients in New York, NY. The role involves working closely with financial advisors to understand their clients' goals and deliver customized investment solutions.
About the Role
As a Senior Client Portfolio Manager, you will represent the investment team in client conversations, ensuring that advisor insights inform the investment roadmap. You will analyze portfolios for risk and performance, build custom proposals, and collaborate with cross-functional teams to enhance advisor tools and strategies.
About You
Required:
- 5+ years in wealth or investment management focused on asset allocation, portfolio construction, attribution, or security selection.
- Strong grasp of modern portfolio techniques such as direct indexing, tax-loss harvesting, and factor investing.
- Proven success working with financial advisors and understanding their models and priorities.
- Excellent communication skills in written and verbal formats.
- Advanced proficiency in Python and SQL for data-driven investment analysis.
- Undergraduate degree.
Preferred:
- Experience with cross-functional teams (engineering/product).
- CFA Institute Charterholder.
- Experience developing and delivering custom investment proposals.
- Authored white papers or investment commentary.
- Led investment research or portfolio solutions from concept to launch.
Benefits
- Competitive salary and equity.
- Unlimited PTO and great benefits, including $1 medical insurance.
- 401k plan with generous matching and self-directed brokerage account option.
- Access to investment management and free financial advice from partner RIA firms.
- Paid lunches at the NYC office.
- Career growth and development opportunities.
Vise
Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale. Vise’s mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling to their maximum potential. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. Backed by investors like Sequoia, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016. The company has over 45 employees based across the U.S. with headquarters in New York.
New York, NY