Senior Client Success Lead – Fintech Ops; Equity Eligible
Listed on 2026-10-06
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Finance & Banking
FinTech
Location: New York
Vise is seeking a Senior Client Success Associate to join our Account Management Team in SoHo, NYC. You’ll be the go-to resource for financial advisor clients and a key liaison among Engagement Managers, Trading, and Investment Strategy to ensure onboarding and day-to-day execution run smoothly.
You’ll learn our platform, monitor client activity, support trading operations, and maintain data accuracy across multiple tools. This fast-paced role rewards operational excellence and collaboration.
Join us at Vise as our next Senior Client Success Lead – Fintech Ops (Equity Eligible) in New York, NY, United States.
The Senior Client Success Lead – Fintech Ops (Equity Eligible) role at Vise is now open for applications in New York, NY, United States.
We are currently recruiting a Senior Client Success Lead – Fintech Ops (Equity Eligible) for our team in New York, NY, United States.
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