Technology Operations Lead, Vise
+ Equity
3 days a week in office
AI-driven asset management platform
Be an early applicant
AI-driven asset management platform
101-200 employees
Be an early applicant
+ Equity
3 days a week in office
101-200 employees
Company mission
To enable financial advisors to deliver better investment outcomes to their clients while scaling to their maximum potential.
Role
Who you are
- If you're someone who gets excited about new tools, loves solving problems, and wants to grow alongside a team that's embracing the future of work, we want to hear from you. This role is onsite in NYC, in our SoHo office
- 2-4 years of experience in a relevant role such as IT Support Specialist, cybersecurity, SOC Analyst, Systems Administrator, or similar
- Foundational knowledge of networking, hardware, and operating systems
- Basic understanding of cybersecurity principles and best practices
- Strong communication skills and a collaborative, team-first attitude
- Experience with or strong interest in AI tools (e.g., ChatGPT, Copilot, automation platforms)
- Exposure to project coordination or ticketing systems (e.g., Jira, ServiceNow, Asana)
- Familiarity with cloud platforms (AWS, Azure, or Google Cloud)
What the job involves
- 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 artificial intelligence and emerging technology
- IT & Technical Support
- Provide day-to-day technical support for hardware, software, and network infrastructure
- Maintain and troubleshoot workstations, peripherals, and office technology systems
- Manage user accounts, access controls, and software licensing
- Cybersecurity
- Assist in monitoring systems for potential security threats or vulnerabilities
- Support compliance efforts and help enforce security policies and best practices
- Participate in security awareness initiatives across the organization
- Facilities & Technology Infrastructure
- Support office builds, moves, or expansions from a technology perspective
- Manage hardware inventory and asset lifecycle
- Maintain hardware infrastructure in meeting rooms and office
- AI & Emerging Technology
- Stay current on AI tools, automation platforms, and emerging tech trends
- Identify opportunities to integrate AI-powered solutions into daily workflows
- Assist in evaluating, piloting, and rolling out new technology tools across the organization
- Share knowledge and best practices with team members to promote a tech-forward culture
- Project Planning & Coordination
- Support technology projects from planning through completion, including timelines, task tracking, and stakeholder communication
- Document processes, configurations, and project outcomes
- Collaborate cross-functionally with operations, leadership, and external vendors
Our take
Registered Independent Advisors (RIAs) operate in a competitive market dominated by institutional investors with advanced tools and analyst teams. Vise addresses this gap with an AI-driven platform that automates portfolio construction and management, allowing advisors to focus on client relationships. Its rapid growth (surpassing $15B in platform assets with a 1500% year-over-year increase) really shows just how strong its adoption has been too.
This momentum comes amid major changes in the RIA sector, driven by private equity-fuelled consolidation and the rise of enterprise-scale firms. These shifts are increasing demand for more sophisticated, scalable technology. Vise's recent leadership expansion, including CFO Nick Raffone, reflects its focus on supporting larger, more complex advisory businesses.
Vise also occupies a middle ground between traditional advisors and robo-advisors like SoFi and Wealthfront. While robo-advisors handle simpler portfolios efficiently, they lack the flexibility needed for complex assets, and traditional advisor methods can be harder to scale. So, Vise's hybrid approach combines automation with human oversight, positioning it well for an evolving, tech-enabled advisory landscape.
Freddie
Company Specialist at Welcome to the Jungle
Insights
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
- 401(k) savings plan + company match
- Comprehensive health pans
- Flexible PTO
- Lifestyle and well-being benefits
- Paid parental leave
Company HQ
SoHo, New York, NY
Leadership
Samir Vasavada
(Co-Founder & Co-Head)Samir co-founded Vise in 2016 and has headed up the company alongside Runik ever since.
Runik Mehrotra
(Co-Founder & Co-Head)Runik has a Bachelor of Science in Finance from The Wharton School and a Bachelor of Science in Engineering, Computer and Information Sciences from the University of Pennsylvania.
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