Senior Client Portfolio Manager
ViseWealth Management company
New York, United States$180,000 - $200,000Senior
Sequoia Capital
Founders Fund
Ribbit Capital
Bling Capital
Bond
Allen & Company
Sales & Account Management
About the role
TL;DR
Manage client portfolios, bridge investment strategy and advisor needs, and drive client success.
Required skills
PythonSQL
Domain expertise
fintech
Benefits & perks
Competitive salary and equity, Unlimited PTO, Great benefits, 401k plan with generous matching, Self-directed brokerage account option, Access to investment management and free financial advice, Paid lunches
Tech stack
PythonSQLBloomberg