Internal Wealth Sales Associate



Sales & Business Development
New York, NY, USA
Posted on Saturday, July 22, 2023

We are looking for a talented Internal Wealth Sales Associate to support our sales team on new client acquisition, from pipeline development through onboarding. You will be responsible for developing targeted prospect lists, cold calling/emailing and generating leads, managing follow up cadence, and scheduling meetings and demos. Successful Sales Associates are collaborative, with excellent communication and interpersonal skills and a mission driven and client first mentality.

What you will own

  • Initiate contact with financial advisors through cold-calling
  • Respond, engage and qualify inbound leads and inquiries
  • Qualify prospective financial advisors via cold calls and emails
  • Move qualified leads through the marketing funnel, connecting them to a salesperson, and arranging in-person meetings, emails, or phone calls.
  • Follow-up with potential clients who expressed interest but did not engage the sales team.
  • Act as the subject matter expert on product offerings/solution development skills
  • Create relationships with financial advisors to identify their potential needs and qualify their interests and viability to drive sales.
  • Present product information to financial advisors once you have identified their needs.
  • Partner with sales and marketing team to develop sales collateral

What you will bring on day one

  • 1-3 years of experience in a direct sales role
  • Experience working in or selling to the wealth management industry
  • Strong and professional communication skills -- written, verbal, presentation
  • Aptitude to manage numerous requests and time demands concurrently, while achieving production goals
  • Promotes a strong sense of urgency for reaching goals and key deliverables. Acts without being told what to do. Brings new ideas to the company
  • Proven business development success through effective use of core sales tools: Salesforce, Discover Data, LinkedIn, SalesLoft, Hubspot, Google Apps, Microsoft Office
  • Direct understanding of financial advisor pain points, requirements and correlating potential business to value is a plus

Personal Qualities:

  • Self-starter with high energy
  • Low ego, resourceful, and empathetic
  • Optimistic and deeply curious
  • Empathetic, active listener
  • Seeks out and is motivated by challenge
  • Strong work ethic with a direct, self-assured and team-first mentality

If you are a highly motivated, experienced, and talented individual with a passion for transforming the wealth management industry, we would love to hear from you. Apply now to join the Vise team and help us create a better future for financial advisors and their clients.

Through the internal and market data Vise has collected, we expect the salary range for this position to be $70,000 - $90,000 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.

About Us:

Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today's world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology. Embracing this trend, Vise is leading the charge to bring this level of personalization to how we invest. Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer personalized and automated portfolios. By harnessing the power of AI, Vise enables financial advisors to create tailored investment strategies that cater to each client's unique financial needs and goals.

Financial advisors are at the heart of this transformation, as their relationships with clients are essential to understanding and meeting each client's unique financial needs. With Vise, advisors can focus on nurturing these relationships instead of spending time building and managing portfolios. Our platform empowers advisors to create institutional-grade, personalized portfolios, automate their management, and explain valuable insights that enhance their expertise and service to clients. Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor's behalf; Vise charges an AUM fee for its services.

Our exceptional New York team comprises world-class Ph.D. quants, investment researchers, and engineers with experience at industry-leading firms like Citadel, Blackrock, Stripe, and Stanford. Combining top financial and engineering talent, we pride ourselves on delivering products faster and understanding our customers' needs better than anyone else in the market. Vise has garnered the support of prominent venture capital firms, raising over $130M from Sequoia Capital and Founders Fund, among others.

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.