Account Executive


New York City, NY, US
  • Job Type: Full-Time
  • Function: Sales
  • Post Date: 01/16/2021
  • Website:
  • Company Address: 74 Warren St, Suite 5W, New York, NY, 10007

About Vise

Founded in October of 2016 by Samir Vasavada and Runik Mehrotra, Vise automates investment management for financial advisors using artificial intelligence. Vise has built a full-stack platforming spanning the entire lifecycle of the advisor-client relationship, including: designing personalized portfolios for clients, managing portfolios, and providing on-going intelligence. By doing so, Vise helps financial advisors focus on their most valuable resource -- their client relationships. Vise is headquartered in New York City and is backed by Sequoia Capital Founders Fund and Bling Capital.

Job Description

Vise is an artificial intelligence-driven asset management platform, built and designed specifically for the Financial Advisor of the future. We are transforming the financial industry by bringing the power of AI and machine learning to automate investment management for financial advisors and build fully customized portfolios backed by portfolio intelligence. Located in New York, we are a well-funded Series A stage startup, backed by Sequoia, Founders Fund and Bling Capital. We are working in one of the largest industries in the world, with customers who are hungry for modern tools and technology that will help them win. Come join us!

At Vise AI, we are looking for energetic, results-driven professionals to join our Sales and Business Development team. As one of our first full-cycle Account Executive hires, you will work closely with the leadership team in order to identify and convert leads into customers. You will be responsible for building and maintaining a book of business, and will own the entire sales cycle for your customers, from evangelizing our automated investment management solutions to the market to closing and onboarding new customers. As this is an early-stage startup, you will move autonomously for a large part of your role. A self-motivated, organized mindset and a comfort with ambiguity are crucial traits to success in this role.

What you will own:

Full-cycle sale from qualification through close & onboarding

Maintenance of a book of business with expectation for high growth and retention

Consistent achievement of quarterly sales targets

Prospecting and qualifying of new leads to maintain a healthy sales pipeline

Closing and onboarding of new customers

Deep understanding of our market & product

Collaboration on sales team & process improvement

What you will bring:

5-7 years of experience in client-facing roles with a proven track record of success in financial services, wealth management or SaaS sales 

Understanding of the independent wealth management industry

Outstanding communication, problem solving, time management and organizational skills

High degree of comfort with technology, including Salesforce, Slack, G-Suite, and more

Strong work ethic with a direct, assertive and company-first mentality

Bachelor's Degree preferred 

Experience in inside and outside sales, business development and account management

The position will eventually be onsite in NYC, but with current conditions you must have the ability to work remotely.

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Disclaimer: Local Candidates Only
This company does NOT accept candidates from outside recruiting firms. Agency contacts are not welcome.