Senior Product Designer, Vise
$130-160k
Plus a competitive equity package
More information about location
3 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
$130-160k
Plus a competitive equity package
More information about location
3 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
- You have countless examples of cross-functional partnership with an iterative design process. You are comfortable accepting and implementing feedback and you’re always advocating for the best possible experience for users
- You have a clear vision and track record of successfully implementing your designs. You’re able to get buy-in from stakeholders in product, engineering, and sales by clearly articulating your design decisions and rationale
- You’ve taken abstract ideas and hypotheses and turned them into compelling product experiences that delight users and drive business impact
- You’ve applied research, usability tests, and performance metrics to inform design decisions
- You possess a strong understanding of usability and user experience principles
- You’re a skilled storyteller who can translate complex ideas and concepts into clear, concise narratives
- You’re a self-starter. You have identified design problems in an existing product and taken the initiative to solve them
- You can navigate ambiguity and uncertainty to deliver positive outcomes
- Detail-oriented and organized: maintains meticulous records, manages information accurately, and ensures that all tasks are completed with a high degree of precision and thoroughness
- Excellent time management skills: balances multiple projects and tight deadlines in a fast-paced environment, effectively prioritizes tasks, and stays focused and productive under pressure
- Strong communicator: writes and speaks clearly and professionally, and actively shares information in a timely manner with relevant audiences
- Eager to learn and solve problems: independently solves problems, displays a positive attitude, and seeks opportunities to learn and grow
- Team player: collaborates effectively
What the job involves
- 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 insights, and build advisor empathy across the company
- Now that we’ve launched the second iteration of our platform, we’re ready to innovate from a design perspective and bring the next generation of our experience to life
- Through close partnership with product, engineering, and sales, you’ll be responsible for taking new product enhancements and features from ideation to execution
- You’ll also play a pivotal role in driving the continued evolution of our design culture
- Your design process; end to end
- Cross-functional outcomes with engineering, product, and business teams to understand problems, define goals and research requirements, map out user journeys, as well as prototype and launch new features and functionality
- Design strategy, continuously advocating for user needs and contributing to the evolution of our design system
- User research and testing from concept to usability
- Maintaining the standard for Design @ Vise, from culture, to process, to quality
- Explore new ways to educate our users on Vise’s investment philosophy as well as the decisions our investment engine makes on behalf of clients
- PLG initiatives to drive scale and expansion
- Improvements within existing core user flows to provide advisors with a best-in-class experience
- Improve and scale existing suite of AI products
- Iterate on Vise’s visual style and contribute new patterns and components to our ever-evolving design system
- Work with the rest of the team to set overall company direction, sales strategy, and hiring goals
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
Few 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.
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