Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale. The company focuses on Wealth 3.0, offering customized investing solutions through direct indexing, factor investing, and ESG investing, backed by artificial intelligence. With over $130 million in funding and a team of 45 employees, Vise aims to deliver better investment outcomes while enabling financial advisors to scale their practices.
Open Positions
Business Operations Lead
4–5 years experience in investment banking, private equity, management consulting, or similar analytical roles. Degree from a top university; strong academic track record
Senior Accounting & Finance Manager
6-10 years of progressive accounting and finance experience, Bachelor’s or Master’s Degree in Accounting or a related field, and exceptional organizational skills
Enterprise Account Manager
3+ yrs account mgmt exp. in B2B SaaS/fintech. Experience w/ advisors & investment products. Proven track record driving adpotion & client growth
Recruiter
2-4 years of recruiting experience, 1-2 years of experience with Greenhouse and LinkedIn Recruiter, excellent communication skills
Senior Client Portfolio Manager
5+ years in wealth/investment. Strong understanding of modern portfolio techniques. Proven experience with advisory clients. Bachelor's degree required
Senior Product Designer
5-7 yrs product design experience. Strong communication and problem-solving skills. Must be detail-oriented and able to manage multiple projects
Senior Software Engineer
5+ years software dev experience. Backend/frontend experience preferred (Python, Golang, TypeScript). Solid understanding of data structures/algorithms
Client Service Associate
2-4 years client ops experience. Strong communication skills and attention to detail. Adaptability to new tools and processes
Vise Talent Network
No prior experience needed; looking for interest and willingness to learn. Ph.D. & experience in finance and engineering are a plus
Senior Investment Strategist
5+ yrs in research/portfolio. CFA charter preferred. Bachelor's degree required. Python/SQL proficiency needed
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