Viseai

As an Engagement Manager at Vise, you'll be an indispensable resource for our clients. You will oversee and manage multiple client relationships, helping ensure onboarding, implementation, and ongoing adoption of the Vise platform are smooth and efficient. As part of this role, you will learn and un

We are seeking a highly organized and proactive Administrative & Office Assistant to join our team. The ideal candidate will have experience in a tech start-up environment and will be instrumental in keeping our office running smoothly while supporting recruiting coordination and executive schedulin

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 RIA wealth management industry. Team members are given ownership and

Job Description Vise is looking for a curious, driven, and tech-savvy Technology Operations Lead to join our growing team. This is a dynamic, cross-functional role that blends IT support, cybersecurity awareness, facilities coordination, and project planning — all with a forward-looking focus on art

Job Description We are looking for a Compliance Officer to join our Legal & Compliance team. In this role, you will help support and maintain Vise’s compliance program, ensuring we meet our regulatory obligations while enabling our business to grow. You’ll report directly to the Chief Legal Officer

We are seeking a highly organized and proactive Talent Acquisition Lead to join our team. The ideal candidate will have experience in a tech start-up environment and will be instrumental in supporting our recruiting efforts, ensuring a seamless and positive experience for candidates and hiring manag

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 We are seeking an experienced and proactive Accounting Lead to join our growing Finance team. In this role, you will lead core accounting operations, own

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

We’re hiring a Business Operations Lead to drive high-impact, cross-functional initiatives that support Vise’s next stage of growth. This is a highly analytical and strategic role for someone who can break down ambiguous problems, build structure, and execute with speed and precision. You’ll partner

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 opportuniti

Product Designers at Vise are obsessed with building a world-class user experience to save financial advisors time, grow their business, and help their clients understand their investment portfolios. They identify and advocate for solving critical customer problems, discover strategy-driving insight

Vise is hiring a Senior Client Success Associate to join our Account Management Team. You'll be a go-to resource for our financial advisor clients and a key part of Vise's operational core — working directly with custodians and acting as the liaison between clients and our Engagement Managers, Tradi