Senior Client Portfolio Manager

Job description

Vise is hiring a Senior Client Portfolio Manager to serve as the bridge between our investment team and advisor clients. You’ll work closely with financial advisors to understand their clients’ goals, surface their investment needs, and help deliver solutions that are thoughtful, customized, and scalable. You’ll represent the investment team in client conversations—bringing clarity to complex strategies—and ensure that advisor insights inform our investment roadmap. This is a high-impact, high-visibility role on a small, collaborative team. You’ll report directly to our Co-CIO and play a key role in shaping how we grow and scale. If you're energized by innovation, complexity, and the opportunity to help shape the next generation of advisor tools, this is your opportunity. This role is onsite in NYC, in our SoHo office. What you bring on day one: - Experience - 5+ years in wealth or investment management, ideally focused on asset allocation, portfolio construction, attribution, or security selection - Strong grasp of modern portfolio techniques: direct indexing, tax-loss harvesting, factor investing, optimization, and model portfolios - Proven success working with financial advisors...