Vise jobs

Technology Operations Lead at Vise, based on-site in NYC SoHo office. This is an IT operations and facilities technology role blending IT support, cybersecurity awareness, facilities coordination, and project planning. Requires 2–4 years in IT support, cybersecurity, or systems administration. The role involves day-to-day technical support, cybersecurity monitoring, facilities infrastructure management, and AI tool evaluation. Salary and benefits listed; on-site only.

Compliance Officer at Vise supports the company's regulatory compliance program, managing monitoring, testing, policy updates, and regulatory filings under SEC rules. On-site in Vise's SoHo, NYC office, the role requires 2-4 years of investment adviser compliance experience in financial services/fintech. This is a legal/compliance professional function, distinct from software engineering.

Vise seeks a Business Operations Lead to drive cross-functional strategic initiatives supporting their fintech startup's growth. Role involves financial modeling, dashboards, enterprise client relationship management, process improvement, and executive support. Requires 4–5 years investment banking, PE, or consulting background and is on-site in NYC SoHo office; salary range $140k–$175k plus equity.

Vise seeks a Senior Investment Strategist to lead investment research, portfolio design, and research initiatives, reporting to the Co-CIO. The role combines research depth with thought leadership on asset allocation, tax optimization, and systematic strategies, requiring Python/SQL for modeling and cross-functional collaboration with product and engineering teams. Requires on-site work (SoHo, NYC); 5+ years investment experience; compensation not specified.

Engagement Lead at Vise, a wealth management fintech platform. The role focuses on post-sale client adoption and expansion, managing relationships with financial advisors and RIAs, driving product usage, and serving as the primary point of contact for enterprise accounts. Requires 3+ years in account/client success in B2B SaaS or fintech. No salary or remote status specified. This is based in NYC.

Senior Client Portfolio Manager at Vise, on-site in NYC SoHo office. This role serves as the bridge between Vise's investment team and financial advisor clients, focusing on portfolio construction, asset allocation, and investment strategy communication. Requires 5+ years in wealth/investment management, advanced knowledge of modern portfolio techniques, Python/SQL proficiency, and deep advisor relationship expertise. Compensation not specified. On-site position only.

Accounting Lead at Vise (New York, NY) owning core accounting operations, month-end close, financial reporting, and accounts payable/receivable processes for a fintech startup. Requires 4–7 years accounting/financial operations experience, GAAP expertise, audit experience, and proficiency in Excel and accounting systems. On-site in SoHo office; competitive salary, equity, and benefits.

Client Service Associate at Vise, a fintech investment management platform for financial advisors. The role supports account onboarding, portfolio operations, and client servicing—interfacing with custodians, managing trading workflows, handling client inquiries, maintaining data accuracy, and coordinating deliverables. On-site only in NYC SoHo office. Requires 2–4 years in client operations, fintech/wealth management background, and custodian platform experience (Charles Schwab, Fidelity).

Talent Acquisition Lead at Vise is a recruiting operations role supporting fintech hiring. Responsibilities include candidate sourcing, screening, interview scheduling, and ATS management (Greenhouse). Requires 2-4 years recruiting/sourcing experience and Greenhouse proficiency. On-site in NYC SoHo office; salary range $110k-$140k plus equity.

Vise Talent Network signup for AI-powered asset management platform serving financial advisors. Company builds personalized portfolio automation using ML/AI; network allows prospective candidates to register interest in future openings without active role description.

Quantitative Engineer at Vise, on-site in NYC. The role involves building sophisticated investment models, tax-aware portfolio optimizers using convex optimization, numerical techniques, and machine learning on financial datasets. Requires Python (3+ years), interest in numerical optimizations, and production-level workflow infrastructure. Responsibilities include developing portfolio optimization pipelines, building testing frameworks, and cross-functional collaboration. This is a specialized quantitative finance engineering role. On-site in NYC.

Senior Product Designer at Vise, a fintech platform serving financial advisors. The role owns design processes end-to-end, from user research and journey mapping to prototyping and launch, with focus on improving user education, PLG initiatives, and design systems. Requires 5-7 years of product design experience and cross-functional collaboration. This is an on-site position in NYC SoHo office.

Vise, an AI-powered wealth management platform for financial advisors, is hiring a senior full-stack software engineer to join its core engineering team in New York. You'll own significant portions of the product across the portfolio creation engine, trading system, and client-facing application, with responsibilities including system design and implementation, mentoring junior engineers, and driving technical excellence as the company scales. You need 5+ years of software development experience, proficiency with both backend (Python, Golang) and frontend (React, TypeScript) technologies, solid understanding of relational databases like Postgres, and strong problem-solving skills; prior fintech or investment industry experience is a plus but not required. The role is based primarily onsite in their SoHo office with a $180K–$250K salary range plus competitive equity, and the company is a well-funded Series C startup backed by Sequoia Capital with a team of veteran quants and engineers from top firms like Citadel and Stripe. This is explicitly a high-visibility technical leadership position with significant opportunity to impact the company's trajectory, though it requires full onsite presence in NYC.