Vise
Vise Benefits Overview
Compensation + Benefits
Offers 401(K)
Offers company equity
Offers dental insurance
Offers vision insurance
Offers health insurance
Offers mental health benefits
Offers generous parental leave
Work-Life Balance + Wellbeing
Offers company-sponsored outings
Offers generous PTO
Provides paid sick days
Provides paid holidays
Provides bereavement leave
Company Culture
Office is pet friendly
Provides free snacks and drinks
Offers a remote work program
Recently posted jobs
Fintech • Financial Services
Supports financial advisor clients across onboarding, portfolio proposals, trading workflows, account maintenance, custodian activity, reporting, billing, and issue resolution. Partners with Engagement Managers, Trading, Investment Operations, Finance, and Marketing to deliver high-touch service, maintain accurate records, coordinate client deliverables, and improve scalable processes.
Fintech • Financial Services
Manage multiple financial advisor client relationships across onboarding, implementation, adoption, and ongoing success. Serve as the client advocate and platform expert, resolve onboarding blockers, deliver training and best practices, monitor client needs, and identify upsell and revenue opportunities. The role requires strong knowledge of RIAs, wealth management, investment strategies, and advisory practices, along with excellent communication, organization, prioritization, and problem-solving skills. This is an onsite position in New York City.
Fintech • Financial Services
As a Technology Operations Lead, you will provide IT support, oversee cybersecurity practices, coordinate projects, and integrate AI tools into workflows.
