Vise is a technology-powered asset manager that helps advisors build, manage, and explain personalized portfolios.
Investment Management • RIA • Financial Advisors • Fintech • Financial Services
May 10
🏢 In-office - Manhattan
Vise is a technology-powered asset manager that helps advisors build, manage, and explain personalized portfolios.
Investment Management • RIA • Financial Advisors • Fintech • Financial Services
• Directly support and partner with one of Vise's Founders • Responsible for calendaring, scheduling, meeting preparation, travel, logistics, and general administrative support • Hybrid working arrangement with 3 days a week in the office • Create prep materials for meetings and follow up on tasks and action items • Plan and organize corporate and social team events • Salary range is $115,000 - $150,000 per year with a competitive equity package • Vise is an AI-powered asset management platform designed for financial advisors
• Prior experience directly supporting executive leader(s) in an EA or Chief of Staff capacity • Excellent organizational, time management, and critical-thinking skills • High emotional intelligence and ability to diplomatically navigate complex situations • Excellent written and verbal communication skills • Unparalleled attention to detail and drive to take the initiative • Entrepreneurial spirit with high tolerance for ambiguity and complexity • Ability to anticipate the needs of the leadership team and the wider organization • Highest level of integrity and management of confidential information • Action-oriented with excellent work ethic and initiative • Technically savvy and proficient with a broad suite of software tools
• Wide range of comprehensive and inclusive employee benefits • Competitive equity package
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