Regional Sales Director

Vise is a technology-powered asset manager, helping financial advisors build, manage, and explain personalized portfolios for their clients. Vise’s mission is to create financial freedom for all with a platform that allows all investors, regardless of age, net worth, or geography, to access personalized, automated, and intelligent investments across all asset classes. 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. Vise has raised $128 million from investors like Sequoia, Ribbit Capital, and Founders Fund. We are based in New York, with a Hybrid Work Policy.

We are building a technology platform that allows all investors, regardless of age, net worth, or geography, to access personalized, automated, and intelligent investments across all asset classes. The Vise sales team focuses on the most critical part of our business - our potential and current clients. As a trusted consultant and advisor, our Regional Sales Directors are responsible for understanding Financial Advisors’ current business pains and goals and showcasing how Vise can help their firm to acquire new clients, retain existing clients, and make their business more efficient. 

A successful candidate will seek to deeply understand the Advisor’s practice and advise them on how to best use Vise. This includes communicating our investment methodology, principles of portfolio construction, as well as practice management topics. You will help to maintain relationships and grow new ones, by continuously identifying asset gathering opportunities. You will partner closely with internal teams to deliver important feedback from clients and guide the direction of product, marketing and investment efforts.

• Establish strategy for identifying and closing net new sales opportunities, growing book share and maintaining assets.
• Full-cycle sale from qualification through close & onboarding
• Client relationships from end to end: introducing Vise into an advisor's practice, growing book share and maintaining assets.
• Leverage solution selling, value framework, and sales methodologies like MEDDPICC to execute on deal strategies
• Manage sales activities and forecasting through Salesforce
• Build prospecting and nurture strategies for your territory
• Cultivation and development of client relationships up and across organizations
• Education on the Vise investment methodology and technology platform 
• Deep knowledge of our market & product
• Working cross functionally internally and externally to execute on evaluation requirements, contract negotiations, and launch requirements
• Effective aggregation and communication of feedback to the product & engineering teams to help shape our product roadmap

• Minimum of 4-7 years of experience in a full-lifecycle sales roles with a proven track record of success in consultative, solution based sales 
• Understanding of the independent wealth management industry, with direct sales experience to the RIA community
• Comfortable explaining complex investment principles and fundamental principles of portfolio management.
• Strong prospecting and pipeline generation experience
• Relationship driven with client first mentality
• Experience managing relationships of varying complexity
• Proven negotiation ability
• Outstanding communication, problem solving, time management and organizational skills
• Strong work ethic with a direct, self-assured and company-first mentality
• Prior experience in fast paced scrappy startup environments strongly preferred
• Proven business development success through effective use of core sales tools: Salesforce, Discover Data, LinkedIn, SalesLoft, Hubspot, Google Apps, Microsoft Office
• CFP or CFA a plus

Through the internal and market data Vise has collected, we expect the salary range for this position to be $90,000-160,000 per year, plus commissions and a competitive equity package. Your actual compensation will be determined based on your skills, qualifications, and experience. In addition, Vise offers a wide range of comprehensive and inclusive employee benefits. To learn more about Benefits go here

Vise celebrates and embraces diversity and is committed to building a team that represents a variety of experiences, backgrounds, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, gender identity, gender expression, sexual orientation, non-disqualifying physical or mental disability, national origin, veteran status, or other applicable legally protected characteristics.