Full-Time

Recruiting Lead

Confirmed live in the last 24 hours

Vise

Vise

51-200 employees

AI platform for financial advisors' asset management

Fintech
AI & Machine Learning
Financial Services

Compensation Overview

$110k - $130kAnnually

+ Equity Package

Mid, Senior

New York, NY, USA

This role is onsite in NYC, in our SoHo office.

Category
Generalist Recruiting
Human Resources
People & HR
Requirements
  • 3-6 years of experience in a recruiting role, preferably in a tech start-up environment.
  • Bachelor's degree in Human Resources, Business Administration, or a related field.
  • 1-2 years of experience with Greenhouse, our applicant tracking system (ATS).
  • Excellent organizational and time management skills, strong attention to detail, and exceptional communication skills.
  • 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.
Responsibilities
  • 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.

Vise provides an asset management platform designed for financial advisors, helping them create and manage personalized investment portfolios for their clients. The platform uses artificial intelligence to automate tasks like portfolio rebalancing and risk assessment, allowing advisors to concentrate on building client relationships and making strategic decisions. Vise operates on a subscription-based model, making it accessible for both small and large advisory firms. This flexibility sets Vise apart from competitors, as it can cater to a diverse range of clients in the financial advisory sector. The goal of Vise is to empower financial advisors to achieve better investment outcomes while efficiently scaling their operations.

Company Stage

Series C

Total Funding

$123.1M

Headquarters

New York City, New York

Founded

2016

Growth & Insights
Headcount

6 month growth

4%

1 year growth

11%

2 year growth

60%
Simplify Jobs

Simplify's Take

What believers are saying

  • Vise's recent $45M Series B funding round from prominent investors like Sequoia Capital and Founders Fund indicates strong financial backing and growth potential.
  • The platform's AI-driven capabilities allow financial advisors to focus more on client relationships and strategic decision-making, enhancing job satisfaction and client outcomes.
  • Vise's mission to create the asset manager of the future offers employees the opportunity to be at the forefront of innovation in the financial advisory industry.

What critics are saying

  • The loss of 35% of its assets under management and significant employee attrition could indicate underlying operational challenges.
  • The competitive landscape in fintech and wealth management is fierce, with established players like Goldman Sachs making strategic acquisitions.

What makes Vise unique

  • Vise leverages advanced AI to automate time-consuming tasks for financial advisors, unlike traditional platforms that rely heavily on manual processes.
  • Their scalable subscription-based model caters to both small advisory firms and larger enterprises, providing flexibility that many competitors lack.
  • Vise's focus on creating personalized investment portfolios driven entirely by technology sets it apart in the wealth management market.

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Benefits

Comprehensive health plans

401(k) savings plan

Flexible PTO

Parental Leave

Wellness Reimbursement

Learning & Development