Vise

Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. The company is revolutionizing the way advisors manage client portfolios by leveraging AI to provide custom investment strategies, automated portfolio management, and clear, concise insights that enhance their expertise and service to clients. They pride themselves on delivering a platform that empowers advisors to focus on client relationships, rather than the time-consuming tasks of building and managing portfolios.

Vise works with both independent RIAs and RIA aggregators. They offer a full suite of tools including portfolio construction, management, and explainability features. Their platform integrates seamlessly with existing advisor workflows and technologies, enabling a smooth transition for their clients. They also offer various resources and support services to help their clients achieve success. Vise is committed to building a team that represents a variety of experiences, backgrounds, and skills. They are dedicated to making the financial advising process more efficient and personalized for both advisors and their clients.

Vise offers a flexible work environment with unlimited PTO and the option to work remotely. While the Executive Assistant position is primarily onsite in the SoHo office, the company values work-life balance and allows for flexibility in scheduling and location, as evidenced by the various remote work options offered for other roles.

Vise offers a generous benefits package to its employees, including unlimited PTO, a competitive salary and equity package, comprehensive health insurance with a $1 deductible, a 401k plan with a generous company match and self-directed brokerage account option, access to investment management and financial advice, paid lunches at the NYC office, and career growth and development opportunities.

Vise's mission is to empower financial advisors to deliver better investment outcomes while scaling their businesses to their maximum potential. This is achieved by providing a technology-driven platform that enables advisors to build, manage, and explain personalized portfolios across all asset classes, streamlining their workflows and freeing them to focus on building client relationships.

Vise fosters a fast-paced, results-oriented culture that prioritizes customer obsession and continuous improvement. They emphasize hard work, dedication, and ambition, believing in the power of incremental growth and a "burn the boats" mentality. This translates to a work environment that values high performers who are passionate about making a significant impact and building something lasting.

Vise celebrates and embraces diversity, committing to building a team that reflects a variety of experiences, backgrounds, and skills. They explicitly state they do not discriminate on the basis of race, color, religion, marital status, age, gender identity, gender expression, sexual orientation, non-disqualifying physical or mental disability, national origin, veteran status, or other applicable legally protected characteristics.