Executive Assistant, Vise
Fintech Founders
$90-115k
+ Equity
5+ days a week in office (SoHo, NY)
AI-driven asset management platform
Open for applications
AI-driven asset management platform
21-100 employees
Open for applications
$90-115k
+ Equity
5+ days a week in office (SoHo, NY)
21-100 employees
Company mission
To close the financial access gap, empowering people to create customized, precise investment strategies that help them reach their goals.
Role
Who you are
- 2-5 years experience directly supporting executive leader(s) in an EA or Chief of Staff capacity
- Experience working as an admin in tech or a start-up environment
- Excellent organizational, time management, and critical-thinking skills; the ability to multitask, manage complex schedules, and navigate a fast-paced environment is essential
- High emotional intelligence and ability to diplomatically navigate complex situations
- Excellent written and verbal communication skills; ability to work well with executives, and able to manage and influence across multiple levels and multiple functions of an organization
- Unparalleled attention to detail and drive to take the initiative, with the professionalism to interact with employees and key external partners
- Entrepreneurial, with high tolerance for ambiguity and complexity, and efficient with limited resources
- Understands and can 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 proficiency with a broad suite of software tools, including Google Workspace, Slack and Zoom
What the job involves
- We are looking for an experienced Executive Assistant to directly support and partner with both of Vise's Founders, ensuring their time is maximized amongst a range of competing priorities
- You will be directly responsible for calendaring and scheduling, meeting preparation, travel and logistics, as well as general administrative support
- Calendar Management: Build and maintain an understanding of priorities to effectively optimize the Founders’ time and prioritize commitments, while resolving all scheduling conflicts
- Meeting Preparation: Support the execution of internal and external meetings, prepare and distribute materials, and ensure proper coordination of logistics among attendees
- Create prep materials for meetings to ensure the Founders are well-prepared and informed on necessary context and participants involved; assist Founders by following up on tasks and/or action items resulting from meetings
- Travel and Logistics: Plan and organize domestic and international travel itineraries and process expense reports
- Administrative Support: Assist the Founders in managing projects and deadlines, as well as implementing processes to improve efficiency
- Partner with People Team to plan and organize corporate and social team events; including team off-sites, happy hours and dinners
Our take
Registered Independent Advisors (RIAs) face hot competition in a sector where 60% of global assets are managed by institutional investors. Part of the latter's edge, however, comes from market leading analyst teams and tools – and Vise has developed an AI-driven automated platform to fill this shortfall for RIAs.
The platform uses AI to automate the building and management of client portfolios, so RIAs can focus on cultivating client relationships. It has been proven a popular prospect – Vise secured a valuation exceeding $1 billion at the close of its 2021 Series C funding round, and its managed assets have quadrupled in recent years.
Vise also leverages an interesting niche that could shore it up against the industry-disruption of robo-advisors like SoFi and Wealthfront. Whilst robo-advisors are good for smaller asset classes, they lack the sophistication to manage and grow complex asset portfolios. They also lack the human touch which remains extremely important to the vast majority of investors even in a tech-led investment landscape. Vise's product is therefore an astute middle-of-the-road compromise.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Some candidates hear
back within 2 weeks
14% employee growth in 12 months
Company
Funding (last 2 of 4 rounds)
May 2021
$65m
SERIES C
Dec 2020
$45m
SERIES B
Total funding: $126.5m
Company benefits
- Comprehensive health plans
- 401(k) savings plan
- Flexible PTO
- Paid parental leave
- Lifestyle and wellbeing benefits
- Flexible remote work policy
Company values
- We're customer obsessed.
- We get 1% better every day.
- We burn the boats.
Company HQ
SoHo, New York, NY
Articles
Leadership
Samir Vasavada
(CEO)CEO and co-founder at Vise since 2016. Sits on board of several SaaS companies. Featured in Forbes 30 Under 30 list.
Runik Mehrotra
(Chief Investment Officer)They are an active AI and quantitative finance researcher, previously doing research at MIT.
Salary benchmarks
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