Avatar for Vise AI

AI powered Investment Management and Intelligence for Financial Advisors

Head of Sales

$100k – $140k • 0.0% – 0.5%
Apply now
Who We Are:

Vise AI is a San Francisco-based artificial intelligence-driven asset management platform, built and designed specifically for the Financial Advisor of the future. Our platform gives a fresh and simple, modern look; Using cutting edge algorithms and machine learning to automate the portfolio management process, enabling the financial advisor to focus on developing their clients and growing their business. We are competing against industry dinosaurs and archaic platforms who have deep pockets, but are no match for our drive and determination to modernize an industry.

Job description:

We have an amazing opportunity for an energetic, charismatic, detail-oriented, and analytical force-multiplier to join our fast-growing start-up. Like the rest of us, this person may wear many hats; But your primary objective will be to quarterback the launch of our new asset management platform to independent financial advisors across the country. (That means you need to sell the heck out of it) We want to show the finance world that artificial intelligence isn’t just here to compete for their jobs. It’s actually good for their business and their clients. Working at Vise AI isn’t for people who want to punch a clock. It’s for people who want to punch a hole in the status quo. Come join us. And make a difference instead of just a living.

If you get excited about bringing an entirely new platform to market, closing million-dollar deals every week, building a sales organization aimed at saving an industry from itself, and ensuring that all of the details needed to make all of that happen are covered, this is the role for you. As the Head of Sales, you will be joining our leadership team, and working closely alongside our CEO. You will work side by side with a world-class engineering team to quickly iterate customer feedback and improvements. And you will partner with the Business Strategy and Marketing leads to drive the sales process. Your job will be to uncover new opportunities where you will build and cultivate Advisor and RIA relationships; take point on designing the end-to-end sales playbook; and be the leader in building a team of highly motivated Account Executives. You will be responsible for the success of this company.


A Strong Foundation - You have 10+ years of relevant professional sales experience - at least some of which is in financial services. Experience in management consulting, or complex SaaS account/project management is also a plus.

Autodidact - Although you don't need extensive experience in both SaaS and financial services, you should be adept at filling in your knowledge gaps and getting up the learning curve on new subjects quickly.

Technologically Literate - While a lot of this job requires client interaction, you’ll be talking about AI and its applications ... a lot. You should be comfortable jumping into platform demos and navigating the digital world. Detail orientation is also a must.

Superior Written and Oral Communication Skills - Client interaction via phone and email is a big part of the job, but you will be working in an industry that values face-to-face. You should be friendly, empathetic, a good listener, and invigorated by developing and maintaining relationships.

Focused Maturity and Self Confidence - You will be selling into an industry that has historically struggled with new technology, and frequently to individuals who are often decades older. A strong conversational sales style is highly recommended.

You have a Team Ethos - You thrive in a creative, inventive, fast-paced startup environment, with people who are passionate about their work and mission. You’re not just excited to work cross- functionally, you demand it. And you pride yourself on being curious, coachable, and a team player.

You’re Flexible, a Quick Responder - The problem we’re trying to solve as an organization is dynamic and each day brings fresh and exciting challenges. You can react quickly and efficiently when called upon to change or pivot.

You Believe That No Problem is Too Hard - In an industry where people and technology is constantly behind, you find ways to get it done. You know how to articulate and roll out solutions, recognizing there are many solutions to the same problem. You find new and effective ways to streamline and create processes to increase efficiency.

- Proficiency with Salesforce, Google Suite, and adept at picking up new technology platforms
- Bachelor's degree - finance, economics, or communications is a plus
- Solid business acumen (ability to speak credibly about our service offering and to work effectively with our referral partners and with prospective clients)
- Minimum of 3 years sales team management experience including hiring, training and incentive compensation
- 8 years of progressively responsible sales & experience in the financial services industry is a must
- Ability to manage remotely
- Strong coaching and mentorship skills
- Proven track record of developing strategic sales plans and continually achieving or exceeding assigned quotas.
- Experience as or selling to a Financial Advisor highly recommended (current securities licenses not required)
- Superior relationship building skills
- Strong verbal and written communication skills

Meet your team

People you would work with in this role

Samir Vasavada

Avatar for Samir Vasavada
Co-Founder and CEO @Vise AI . AI powered Investment Management and Intelligence for Financial Advisors

Runik Mehrotra

Avatar for Runik Mehrotra
Co-Founder and CTO @Vise AI. AI powered Investment Management and Intelligence for Financial Advisors

More jobs at Vise AI

View all jobs

Head of Sales

Apply now

Senior Frontend Software Engineer

Apply now

UX/UI Designer (US Remote OK)

Apply now

Senior Frontend Software Engineer

Apply now

Senior Full Stack Engineer

Apply now

Financial Software Engineer (Quant)

Apply now