Applying for Engagement Lead - Core Sales at Vise? Compare this live job with your resume first.

🎯 Tailor my resume
←Jobiba.Me
V
Active2d ago

Engagement Lead - Core Sales

Vise·📍 New York, New York, United States

Employment

Full-Time

Work mode

On-site

Experience

SENIOR LEVEL

Salary

Not disclosed

Salary not disclosed

Check market pay for comparable Engagement Lead roles before applying.

Salary →

Role overview

Job description

Independent RIAs are a fast growing segment in the wealth management industry, and they're the hardest customers in the industry to win: the advisor you're selling to builds their book, sits across from clients every day and can smell a scripted pitch in ten seconds. This role owns that motion. You'll be the primary commercial owner for independent core advisory firms, running deals from first conversation through signed agreements and assets on platform. What you will own The Core pipeline, end to end — prospecting, discovery, active engagement, contracting, close. Success means new firms signed and AUM transitioned onto Vise, consistently. You own the top-of-funnel. You'll get warm paths, conferences, firm-level data, and an AI-powered outbound engine — but the pipeline is yours to build, not inherit. The advisor relationship after signature — partnering with engagement and investments

…

What they are looking for

Skills & requirements

Qualification

Our exceptional New York team comprises world-class Ph.D

Department · Sales

V

Hiring company

Vise

Build smarter portfolios, harvest more losses, and run your practice from one platform. SEC-registered, SOC 2 compliant. 135K+ accounts, $140B+ platform assets.

Related opportunities

Similar active roles

Relevant, currently active roles for this market.

All jobs →
C
New York, NY, United States

$58.2K – $58.2K/yr

C
New York, New York, United States· Full-time· Hybrid

From $170K/yr

E
New York, New York, United States

$20 – $30/hr

E
New York, New York, United States

$20 – $30/hr

DU
New York, New York, United States

$170K – $250K/yr

🔔 Get job alerts

New Engagement Lead - Core Sales jobs in New York, New York, United States, straight to your inbox.

No spam · Unsubscribe anytime