Engagement Lead - Core Sales

Company

Vise

Where

New York, NY

Level

Manager

First seen

October 16, 2026

Listed via

Greenhouse

What the posting says

This role owns that motion. You'll be the primary commercial owner for independent core advisory firms, running deals from first conversation through signed agreements and assets on platform. What you will own The Core pipeline, end to end — prospecting, discovery, active engagement, contracting, close. Success means new firms signed and AUM transitioned onto Vise, consistently. You own the top-of-funnel. You'll get warm paths, conferences, firm-level data, and an AI-powered outbound engine — but the pipeline is yours to build, not inherit. The advisor relationship after signature —…

Read more and apply on Vise's site

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