Recruiting Lead, Vise

$110-130k

+Equity

Mid and Senior level
New York

3 days a week in office (Soho, NY)

Vise

AI-driven asset management platform

Open for applications

Vise

AI-driven asset management platform

21-100 employees

FintechB2BArtificial IntelligenceEnterpriseInvestingFinancial Services

Open for applications

$110-130k

+Equity

Mid and Senior level
New York

3 days a week in office (Soho, NY)

21-100 employees

FintechB2BArtificial IntelligenceEnterpriseInvestingFinancial Services

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

  • The ideal candidate will have experience in a tech start-up environment and will be instrumental in supporting our recruiting efforts, ensuring a seamless and positive experience for candidates and hiring managers
  • 3-6 years of experience in a recruiting role, preferably in a tech start-up environment
  • Highly motivated to learn and grow in your career
  • Bachelor's degree in Human Resources, Business Administration, or a related field
  • Excellent organizational and time management skills, strong attention to detail, and exceptional communication skills
  • 1-2 years of experience with Greenhouse, our applicant tracking system (ATS)
  • Ability to build and maintain positive relationships with candidates and internal stakeholders
  • Proactive approach to identifying and resolving issues quickly and efficiently
  • Collaborative mindset with the ability to work effectively in a fast-paced, team-oriented environment

What the job involves

  • We are seeking a highly organized and proactive Recruiting Lead to join our team
  • Act as the primary point of contact for candidates throughout the recruitment process, scheduling interviews at every stage and providing timely updates as they move through the process
  • Maintain an organized recruiting process and serve as the admin for Greenhouse
  • Take the lead on all open searches and work alongside hiring managers on new search set up and needs
  • Identify and implement improvements to the recruitment process to enhance efficiency and effectiveness
  • Assist in sourcing applicants and resume screening as needed

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 headshot

Freddie

Company Specialist at Welcome to the Jungle

Insights

Top investors

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

Leadership

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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