Full-Time

Senior Product Designer

Updated on 3/13/2025

Vise

Vise

51-200 employees

AI platform for financial advisors' asset management

Compensation Overview

$130k - $170kAnnually

+ Equity Package

Senior

New York, NY, USA

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

Category
Product & UX/UI Design
UI/UX & Design
Required Skills
Product Design
Requirements
  • 5-7 years of product design experience
  • Strong understanding of usability and user experience principles
  • Ability to implement designs successfully
  • Detail-oriented and organized
  • Excellent time management skills
  • Strong communicator
  • Eager to learn and solve problems
  • Team player
Responsibilities
  • Own the design process; end to end
  • Collaborate 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
  • Advocate for user needs and contribute to the evolution of the design system
  • Conduct user research and testing from concept to usability
  • Maintain the standard for Design @ Vise, from culture, to process, to quality
Desired Qualifications
  • Countless examples of cross-functional partnership with an iterative design process
  • Comfortable accepting and implementing feedback
  • Ability to get buy-in from stakeholders by articulating design decisions and rationale
  • Experience turning abstract ideas into compelling product experiences
  • Experience applying research, usability tests, and performance metrics to inform design decisions
  • Self-starter who identifies design problems and takes initiative to solve them
  • Ability to navigate ambiguity and uncertainty to deliver positive outcomes

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 focus on building client relationships and making strategic decisions. Unlike many competitors, Vise offers a subscription-based model that is scalable, catering to both small and large advisory firms. The goal of Vise is to enhance the efficiency of financial advisors, reduce their operational costs, and improve investment outcomes for their clients, ultimately aiming to shape the future of asset management.

Company Size

51-200

Company Stage

Series C

Total Funding

$123.1M

Headquarters

New York City, New York

Founded

2016

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing interest in AI-driven financial solutions among tech-savvy investors.
  • Hybrid advisory models combining human and AI tools are gaining traction.
  • Regulatory focus on fiduciary responsibilities boosts demand for transparent solutions like Vise.

What critics are saying

  • Loss of major clients like Manhattan West impacts revenue and reputation.
  • High employee turnover disrupts operations and affects morale.
  • Intense competition from major players like Goldman Sachs challenges Vise's market position.

What makes Vise unique

  • Vise automates investment management using AI, enhancing advisor-client relationships.
  • The platform offers full-stack solutions for the advisor-client lifecycle.
  • Vise's subscription model is scalable, catering to both small and large advisory firms.

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Benefits

Comprehensive health plans

401(k) savings plan

Flexible PTO

Parental Leave

Wellness Reimbursement

Learning & Development

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

1%

2 year growth

0%
Capital Riesgo
Oct 6th, 2023
De La Planificación Patrimonial A La Planificación Integral

En los últimos años hemos asistido a un aumento de la inversión en empresas que innovan en la planificación financiera de los principales acontecimientos de la vida. Se han invertido miles de millones de dólares en este sector, y es justo decir que la inversión está dando sus frutos en términos de innovación. Los roboadvisors han utilizado la tecnología para mejorar la inversión y la planificación financiera personalizadas, empresas como Moonfare han contribuido a democratizar el acceso a los mercados privados y hay un auge de empresas especializadas en gestionar mejor la deuda y los préstamos estudiantiles. Pero un área que va a la zaga es la planificación patrimonial. Tal vez no sea de extrañar: a nadie le gusta planificar lo inevitable, aunque los argumentos son ahora más convincentes que nunca. En 2030, 1 de cada 6 personas tendrá 60 años o más, con lo que la población mundial de mayores de 60 años pasará de 1.000 millones en 2020 a 1.400 millones en sólo 10 años

VentureBeat
Sep 29th, 2023
Vise Intelligence Is A New Ai To Assist — Not Replace — Financial Advisors

VentureBeat presents: AI Unleashed - An exclusive executive event for enterprise data leaders. Network and learn with industry peers. Learn More. Of all the industries rushing to embrace generative AI, it seems odd that we haven’t heard — nor reported more on fintech, and more specifically, financial advisors. But here comes Vise to buck the trend. The seven-year-old New York City fintech former unicorn co-founded by two (at the time) 16-year-olds suffered a bout of bad press over the last several years, losing 35% of its assets under management (AUM) in a matter of months, only to see Business Insider reporting on the departure of its largest client, Manhattan West, and the loss of more than 100 employees since its start, through attrition and layoffs

Securities.io
Sep 25th, 2023
Samir Vasavada, Co-Founder & Ceo Of Vise – Interview Series

Samir Vasavada is the Co-Founder & CEO of Vise, a technology-powered asset manager that uses artificial intelligence to help financial advisors build, manage, and explain personalized portfolios for their clients.You met your Co-Founder when you were 12, could you share some details regarding these early days and what were some of the first apps that you collaboratively worked on?It's always fun to reminisce about the early days. When Runik and I met at college summer classes at the age of 12, we were just two kids with a shared passion for technology and a curiosity about the world. We were drawn to each other's ambition and started collaborating on small tech projects. One of our first apps was a simple game, and while it wasn't groundbreaking by any means, it was our first taste of creating something from scratch. We were hooked.After this you both started advising financial institutions on how AI works, how did you get to this point, and what were some of your biggest lessons from this chapter in your life?Over time, our interests matured from just building apps to finding a new scalable way to build apps, and we began to see the potential of AI. We were fascinated by its capabilities and started diving deep into its intricacies

AlleyWatch
Dec 15th, 2020
Greenoaks invests into Vise in $45M

Vise, the AI-powered investment management platform for advisory practices, has raised $45M in Series B funding from investors that include Sequoia Capital, Founders Fund, Greenoaks Capital, and Allen & Company.

VC News Daily
Dec 15th, 2020
Vise Receives $45M Series B Round

NEW YORK, NY, Vise today announced the close of its $45 million Series B funding round.