Jobs at Vise

Lead recruiting and sourcing efforts across open searches, serving as the primary candidate contact and Greenhouse administrator. Source and screen candidates, coordinate interviews, maintain an organized recruiting process, partner with hiring managers on search needs, and support headcount planning, onboarding, and compliance with the People Team.

Support financial advisor clients through account onboarding, portfolio implementation, trading workflows, custodian activity, client communications, reporting, billing, and issue resolution. Coordinate with Engagement Management, Trading, Investment Strategy, Finance, and Marketing teams while maintaining accurate systems and documentation. The role also contributes to process improvements and special projects that improve the client experience.

Supports and improves Vise’s investment adviser compliance program through monitoring, testing, reporting, regulatory filings, communications review, policy updates, training, recordkeeping, and examination support. The role works with the CLO, third-party consultants, and cross-functional teams to maintain SEC compliance, review marketing materials, support client and advisor onboarding, respond to inquiries, and stay current on regulations and enforcement developments.

Owns the full sales cycle for independent registered investment advisors, from prospecting and discovery through contracting, closing, and asset transitions onto Vise. Builds pipeline, manages advisor relationships after signing, identifies expansion opportunities, contributes customer feedback to the product roadmap, and develops the sales playbook. Requires financial advisor industry knowledge, consultative selling ability, investment product expertise, strong organization, and relationship-building skills.

Lead general ledger accounting, month-end and annual close, financial reporting, accounts payable, billing, collections, audits, tax filings, and internal controls. Partner with cross-functional teams and engineering to improve billing functionality, automate processes, implement system enhancements, and support financial analysis, regulatory reporting, and leadership decision-making in a fast-growing fintech environment.

Lead full-stack software engineering across portfolio creation, trading systems, and client-facing applications. Design, implement, release, monitor, and scale systems; identify bottlenecks; collaborate with Product; improve tooling and operational excellence; and mentor engineers. The role requires frontend and backend development, system design, debugging, and database expertise, with opportunities to work on financial technology and investment platforms.

Leads investment research, portfolio strategy, custom index development, and scalable direct-indexing solutions. Develops asset allocation, tax optimization, factor investing, and risk models while partnering with Product and Engineering to embed strategies into a digital platform. Creates analytical tools, research frameworks, and thought leadership, incorporates advisor feedback, and advances portfolio personalization and platform capabilities. Requires strong investment expertise, Python and SQL proficiency, Bloomberg fluency, cross-functional leadership, and excellent communication.

Write and manage Vise’s content across executive social posts, blogs, research, newsletters, sales collateral, website pages, email campaigns, and client case studies. Translate complex wealth-management topics into clear writing, develop visual content with design partners, collaborate with compliance, and maintain voice guides, content calendars, AI workflows, and performance tracking. The role requires close collaboration with executives, investment and product teams, sales, and clients.

Own end-to-end product design for Vise’s financial advisory platform. Partner with product, engineering, sales, and business teams to research user needs, define goals, map journeys, prototype, test, and launch features. Drive design strategy, evolve the design system, advocate for users, and improve core workflows, AI products, and user education. Contribute to design culture, company direction, sales strategy, and hiring goals.

Manage multiple financial advisor client relationships through onboarding, implementation, adoption, and ongoing success. Serve as the client advocate and platform expert, resolve onboarding blockers, deliver training and best practices, monitor KPIs, and identify upsell and revenue opportunities within partner advisory firms. The role requires strong knowledge of wealth management and RIA practices, excellent communication, organization, and the ability to manage multiple priorities in an onsite NYC environment.

Build and maintain production quantitative investment models, including tax-aware portfolio optimizers, workflow infrastructure, optimization pipelines, testing frameworks, and portfolio analytics. Partner with investment strategy, engineering, and leadership teams to develop and test investment ideas, apply machine learning to financial datasets, support thousands of client accounts, and ensure product quality and stability.

Provides day-to-day IT support for hardware, software, networks, user accounts, access controls, and office technology. Assists with cybersecurity monitoring, compliance, security awareness, facilities technology, asset management, and office expansions. Evaluates and deploys AI and emerging technology tools, while coordinating technology projects, documentation, stakeholders, and vendors.