Business Operations Lead, Vise
$140-175k
Offers equity
3 days a week in office (SoHo, NYC)
AI-driven asset management platform
Open for applications
AI-driven asset management platform
101-200 employees
Open for applications
$140-175k
Offers equity
3 days a week in office (SoHo, NYC)
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
- This is an ideal opportunity for someone with a top-tier finance background who wants to move into a dynamic, high-ownership startup environment
- 4–5 years experience in investment banking, private equity, management consulting, or similar analytical roles
- Degree from a top university; strong academic track record
- Exceptional analytical skills with mastery of Excel/Sheets and strong familiarity with financial modeling
- Strong business judgment and ability to build structure from ambiguity
- Excellent communication skills—can synthesize complex information for different audiences
- Demonstrated project management experience with a track record of driving initiatives from start to finish
- Comfortable working in a fast-paced, high-ownership environment with shifting priorities
What the job involves
- We’re hiring a Business Operations Lead to drive high-impact, cross-functional initiatives that support Vise’s next stage of growth
- This is a highly analytical and strategic role for someone who can break down ambiguous problems, build structure, and execute with speed and precision
- You’ll partner closely with our co-founders, GTM leadership, and product teams to develop insights, improve operational efficiency, and help Vise scale across enterprise relationships
- Own strategic and operational projects across the company, from concept to execution (e.g., enterprise client onboarding, pricing, product readiness, operational scaling)
- Build financial models, dashboards, and frameworks that drive decision-making for leadership
- Partner with the GTM and Product teams to structure, support, and manage enterprise relationships
- Identify operational bottlenecks and lead process improvements across workflows and teams
- Prepare materials for executive meetings, investor updates, enterprise clients, and strategic planning
- Conduct deep analysis of internal data to generate actionable insights and recommendations
- Support company-wide initiatives including annual planning, KPI tracking, and resource allocation
- Serve as a cross-functional connector, ensuring teams are aligned and executing efficiently
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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