Engagement Manager

As an Engagement Manager at Vise, you'll be an indispensable resource for our clients. You will 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. Your relationship with our clients will be facilitated with an entrepreneurial, big-picture mindset, while remaining detail oriented and focused on internal KPIs and helping clients achieve their stated goals. This role is onsite in NYC, in our SoHo office. What you bring on day one 3-7 years of experience in an account management, client relationship or sales role in financial services Experience with and general understanding of the RIA industry framework and wealth management Consulting and understanding an advisors primary business model as well as current and future needs Knowledge of advisory practices, typical investment strategies & RIA aggregators a plus Ability to communicate the information and benefits associated with various investment strategies Excellent verbal and written communication skills both externally with clients and other third parties as well as inside the organization. Intellectually curious, independently resourceful, and thrives in a goal-oriented environment Able to switch focus quickly to address the needs of multiple clients and/or internal projects Bachelor’s degree with an excellent record What you will own Manage advisor relationships within currently signed partners Drive additional revenue opportunities within our partner advisory firms Advisory clients ongoing needs for long-term success with the Vise platform Facilitate active client engagement and identify upsell opportunities Act as an expert between the client and the Vise

Vise is hiring a Senior Client Success Associate to join our Account Management Team. You'll be a go-to resource for our financial advisor clients and a key part of Vise's operational core — working directly with custodians and acting as the liaison between clients and our Engagement Managers, Trading, and Investment Strategy teams to keep account onboarding, implementation, and day-to-day execution running smoothly. In this role, you'll learn our platform and internal systems inside out, monitor and handle client account activity, support trading operations, and maintain data accuracy across multiple tools. It's a strong fit for someone who thrives in a fast-paced environment, takes pride in operational excellence, and is eager to grow in fintech and investment management. This role is onsite in our SoHo, NYC office. What You Bring On Day One Minimum of 3-5 years of client operations-related role in wealth management, investment management, or a related financial services environment Strong attention to detail with the ability to stay organized and prioritize in a fast-moving setting Clear and confident communicator with excellent verbal and written communication skills both inside the organization, as well as externally with clients and other third parties Intellectually curious, independently resourceful, and thrives in a goal-oriented environment Quick learner who can adapt to new tools, processes, and product updates with ease Team-focused mindset, eager to collaborate and take initiative with others to resolve problems Experience with custodian platforms (such as Charles Schwab and Fidelity) is preferred Comfortable working with programming languages and interfaces (such as SQL, Retool, and Snowflake) is a plus A no task too small mindset What You Will Own Support Engagement Managers and the Trading team in delivering a high-touch client experience by addressing inquiries related to trading, portfolio management, and onboarding Manage the end-to-end portfolio

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role The Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company. The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar. This role works closely with the Account Executive, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa spons

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role The Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company. The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar. This role works closely with the Account Executive, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa spons

About the Role As Enterprise Sales Manager, Banking, you will build and lead a team of Account Directors focused on driving strategic growth across the world’s largest banking institutions. You’ll be a hands-on front-line leader responsible for helping your team navigate complex enterprise sales cycles, deepen executive relationships, and drive adoption of OpenAI’s platform across highly regulated banking environments. This role will shape how OpenAI partners with global banks as they rethink productivity, operations, customer engagement, risk management, and software development through AI. You will help define the GTM strategy, operating model, and industry playbook for one of OpenAI’s most strategic verticals. Key Responsibilities Recruit, develop, and lead a high-performing team of Account Directors focused on large enterprise banking institutions across North America. Create a strong coaching culture with frequent deal reviews, account strategy sessions, ride-alongs, and structured 1:1s that elevate team performance. Define and refine the GTM strategy for banking, including account prioritization, executive engagement strategy, and territory planning. Drive disciplined pipeline generation, forecasting accuracy, and operational rigor across a complex enterprise sales motion. Guide teams through highly consultative, multi-stakeholder opportunities involving technology, security, compliance, legal, and procurement stakeholders. Help customers translate AI and API capabilities into measurable business outcomes across banking use cases such as employee productivity, customer operations, risk and compliance, software engineering, knowledge management, and workflow automation. Lead teams selling into highly regulated environments with a deep understanding of banking-specific risk, governance, and data security considerations. Partner closely with Product, Solutions Architecture, Technical Success, Legal, Security, and Finance to help customers successfully deploy AI a

About the Team DoorDash is seeking an exceptional Engineering Manager to spearhead a dynamic team with two key focus areas: leveraging merchandising platform to simplify consumer discovery for new use cases, and create more variety of customer experience to attract engagement. This team operates at the intersection of product platform and product experience, driving innovation to solve some of the company’s top priorities. About the Role As the Engineering Manager, you will assume leadership of a versatile full-stack engineering team spanning mobile, web, and backend. Your responsibility extends beyond technical prowess as you will engage in close collaboration with key stakeholders in product development, strategy, operations, design, user research, and analytics. Your leadership will steer a dynamic, data-centric team, swiftly crafting an end-to-end Occasions user experience. This team will serve as the builder of customizable, personalized, and reusable user experiences on mobile and web apps. You’re excited about this opportunity because you will… You will manage a full-stack team with iOS, Android, web, and backend engineers You will directly work with partners in product, strategy & operations, design, user research, and analytics across DoorDash to define the roadmap and vision for the team and deliver immense impact Build an outstanding team by coaching engineers, empowering engineers through delegation, and applying your technical expertise to hold your team to the highest engineering standards Scale the team by developing internal talents and attracting top talents We’re excited about you because… You have a B.S., M.S., or Ph.D. in Computer Science or equivalent You have 7+ years of industry experience, including minimum of 2 years of management experience You have experience managing engineering disciplines across BE + Android + iOS + Web You bring a strong product sense and can be a thought partner with cross-functional peers You have hands-on experi