Director of Information Technology, Vise
$135-155k
+ Equity
3 days a week in office (SoHo, New York)
AI-driven asset management platform
Open for applications
AI-driven asset management platform
101-200 employees
Open for applications
$135-155k
+ Equity
3 days a week in office (SoHo, New York)
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
- 6-8 years of progressive IT leadership experience, ideally with 3+ years in financial services, fintech, or a related regulated industry.
- Deep understanding of how the various functions of a regulated financial services business operate (e.g. Compliance, Finance, Risk, Treasury, Audit, Outsourcing)
- Expertise in scaling SaaS-based, Apple/macOS-first environments, including identity and access management, endpoint security, and compliance frameworks
- Strong security-first mindset, with hands-on knowledge of modern protocols (SAML, OAuth, SCIM), email security standards (SPF, DKIM, DMARC), endpoint protection, and cloud platforms (AWS, Azure)
- Proven experience driving SOC 2 readiness and audits, and aligning IT processes with industry regulations and compliance standards
- Proven success in building and leading high-performing teams, managing vendors and budgets, and driving cross-functional collaboration in fast-paced environments
- Technical acumen to partner with engineering and security teams, with proficiency in scripting (Python, Bash, etc.) and understanding of adversary tactics and security best practices
- Track record of driving operational excellence at scale—balancing strategic vision with execution, favoring automation, and ensuring security, compliance, and risk reduction
- Exceptional communication and leadership skills, with the ability to bring clarity to ambiguity, influence at the executive level, and act as a trusted thought partner to technical leaders
What the job involves
- As the Director of Information Technology at Vise, you will set and execute the IT strategy while managing the systems and infrastructure that support our employees and business operations
- You will implement best-in-class tools to build a scalable IT foundation, ensuring security, efficiency, and a seamless technology experience for our growing team
- This role will be the go-to person for all Corporate IT functions, working closely with Engineering, Compliance, People Ops, and other key stakeholders to maintain a secure and productive IT environment
- Define and execute Vise’s corporate IT strategy, ensuring scalability, resilience, and security as the company grows
- Oversee all corporate systems and infrastructure, including productivity tools, identity and access management, endpoint management, and office/network environments
- Lead IT support operations, covering asset lifecycle, onboarding, distributed workforce support, and employee technology experience
- Drive security and compliance initiatives, including SOC 2 readiness, risk management, and alignment with regulatory requirements; embed “secure by default” and “zero trust” principles into IT operations
- Partner with Engineering, Legal, Compliance, and People Ops to ensure cross-functional alignment on security and regulatory priorities
- Manage IT vendors, consultants, and budgets to optimize operational efficiency and security posture
- Build, manage, and grow a high-performing IT team, providing mentorship, setting clear goals, and fostering professional development
- Oversee and deliver key IT projects and programs, including infrastructure upgrades, office buildouts, and business continuity planning
- Act as a strategic advisor to leadership on IT governance, emerging risks, and opportunities to leverage technology for business advantage
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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