Jobs at Vise

Owns the full sales cycle for independent registered investment advisors, from prospecting and discovery through contracting, closing, and asset transition. Builds top-of-funnel pipeline, manages advisor relationships after signing, identifies expansion opportunities, and feeds customer insights into the product roadmap. The role also develops the sales playbook and eventually coaches a growing team.

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.

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.

As a Technology Operations Lead, you will provide IT support, oversee cybersecurity practices, coordinate projects, and integrate AI tools into workflows.

Senior Product Designers at Vise will design user experiences, collaborate with cross-functional teams, and improve AI-driven products while advocating for user needs.

The Business Operations Lead will manage strategic projects, improve operational efficiency, conduct data analysis, and partner with teams to support growth initiatives.

The Quantitative Engineer will develop investment models, optimize portfolios, apply machine learning, and enhance financial workflows in a dynamic startup environment.

As a Senior Investment Strategist, you'll lead investment research and portfolio design, develop scalable strategies, and engage with internal stakeholders and advisors.

As a Senior Software Engineer, lead system implementations, address technical issues, collaborate with product teams, and mentor junior engineers while using technologies like Python and React.

Seeking a proactive recruiter to source candidates, manage interviews, and collaborate on hiring in a fintech start-up environment. Requires 2-4 years of recruiting experience and ATS familiarity.

The Senior Accounting & Finance Manager will oversee accounting operations, financial reporting, improve financial controls, manage teams, and drive process enhancements.