Vise, a technology driven Investment Advisor is seeking an experienced Investment Operations Specialist to join our Investment Strategy Team. In this role, you will be an indispensable resource at the operational center of the Vise investment process. You will apply your financial services experience to learn and understand Vise established internal workflows and offer an entrepreneurial and problem-solving mindset to implement and improve the Vi...
As the Director of Information Technology at Vise, you will set and execute the IT strategy while managing the systems and infrastructure that support our employees and business operations. You will implement best-in-class tools to build a scalable IT foundation, ensuring security, efficiency, and a seamless technology experience for our growing team. This role will be the go-to person for all Corporate IT functions, working closely with Engineer...
Vise is hiring a Senior Client Portfolio Manager to serve as the bridge between our investment team and advisor clients. You’ll work closely with financial advisors to understand their clients’ goals, surface their investment needs, and help deliver solutions that are thoughtful, customized, and scalable. You’ll represent the investment team in client conversations—bringing clarity to complex strategies—and ensure that advisor insights inform our...
We’re looking for a strategic, client-focused. Engagement Lead. to drive adoption and usage of the Vise platform within our most important client relationships. This person will serve as the face of Vise for advisors, responsible for maximizing engagement post-sale, uncovering growth opportunities, and acting as the internal voice of the client. You’ll sit at the intersection of sales, service, product, and enterprise success—owning the full life...
We are seeking a creative, strategic, and data-driven. Demand Generation and Paid/Earned/Owned Media Marketing Lead. to head our top-of-funnel marketing engine, from paid media and search to social campaigns and digital demand gen. This is an exciting opportunity to step into a high-impact role where you’ll shape how we attract, engage, and convert a highly specific customer segment for a fast-growing fintech startup. You’ll work directly with co...
Vise is looking for a Client Service Associate to join the Account Management Team. You'll be an indispensable resource for our financial advisor clients and play a critical role in the operational center of Vise. working directly with custodians, acting as the liaison between Account Managers, Investment Operations, and Trading—ensuring smooth account onboarding, maintenance, and day-to-day workflow execution. This position will play a critical ...
About Vise. Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today's world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology. Embracing this trend, Vise is leading the charge to bring this level of personalization to how we invest. Vise ushers ...
About Vise. Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today's world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology. Embracing this trend, Vise is leading the charge to bring this level of personalization to how we invest. Vise ushers ...
We are not working with external recruiting partners at this time, please apply directly to the role if you have further interest in joining Vise. Engineering at Vise has the unique opportunity to use technology to revolutionize the investment industry. Team members are given ownership and trust with the understanding that they are supported by industry experts and together can build a best-in-class product. We are a small and fast-paced team whe...
