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
Investment Operations Specialist
2+ years in FS ops. Experience with SMA/TAMPs, and platforms like Schwab, Fidelity. Proficiency w/ SQL, Snowflake or Databricks
Senior Investment Strategist
5+ yrs in research/portfolio. CFA charter preferred. Bachelor's degree required. Python/SQL proficiency needed
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 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
Demand Gen Lead
3-5 yrs demand gen/marketing exp. Bachelor’s degree. Proven digital campaign management experience and proficiency in data analytics
Client Service Associate
2-4 years client ops experience. Strong communication skills and attention to detail. Adaptability to new tools and processes
Director of Information Technology
8-10+ years IT leadership exp., financial services background. Strong security & scaling SaaS env. req. Excellent communication & leadership
Enterprise Account Manager
3+ yrs account mgmt exp. in B2B SaaS/fintech. Experience w/ advisors & investment products. Proven track record driving adpotion & client growth
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