Senior Client Success & Onboarding Lead
Listed on 2026-10-18
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Customer Service/HelpDesk
Customer Success Management, Client Relationship Management -
Business
Customer Success Management, Client Relationship Management
Vise, a fintech asset management platform, is hiring a Senior Client Success Associate to join the Account Management Team in SoHo, NYC. You will be the go-to resource for financial advisor clients, liaising with Engagement Managers, Trading, and Investment Strategy to ensure smooth onboarding and day‑to‑day execution.
The role requires 3–5 years in client operations within wealth/investment management, strong communication, and comfort with SQL, Retool, and Snowflake.
We have an opening for a Senior Client Success & Onboarding Lead in New York, NY, United States within Sales.
Learn more about the Senior Client Success & Onboarding Lead role in the description above.
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