Full-Time

Senior Product Designer

Vise

Vise

51-200 employees

AI-driven asset management platform for advisors

Compensation Overview

$130k - $170k/yr

+ Equity

New York, NY, USA

In Person

Category
UI/UX & Design (1)
Required Skills
Usability Testing/Engineering
Graphic Design
Product Design

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Requirements
  • Onsite role in New York City, SoHo office.
  • 5-7 years of product design experience can be inferred as a milestone, possibly desirable.
Responsibilities
  • Your design process; end to end.
  • Cross-functional outcomes 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
  • Design strategy, continuously advocating for user needs and contributing to the evolution of our design system
  • User research and testing from concept to usability
  • Maintaining the standard for Design @ Vise, from culture, to process, to quality
  • Explore new ways to educate our users on Vise’s investment philosophy as well as the decisions our investment engine makes on behalf of clients
  • PLG initiatives to drive scale and expansion
  • Improvements within existing core user flows to provide advisors with a best-in-class experience
  • Improve and scale existing suite of AI products
  • Iterate on Vise’s visual style and contribute new patterns and components to our ever-evolving design system
  • Work with the rest of the team to set overall company direction, sales strategy, and hiring goals
Desired Qualifications
  • 5-7 years of product design experience
  • Countless examples of cross-functional partnership with an iterative design process
  • Ability to articulate design decisions and rationale to stakeholders in product, engineering, and sales
  • Experience turning abstract ideas and hypotheses into compelling product experiences that delight users and drive business impact
  • Applied research, usability tests, and performance metrics to inform design decisions
  • Strong understanding of usability and user experience principles
  • Skilled storyteller who can translate complex ideas into clear narratives
  • Self-starter who identifies design problems in an existing product and takes initiative to solve them
  • Ability to navigate ambiguity and uncertainty to deliver positive outcomes
  • Detail-oriented and organized
  • Excellent time management skills
  • Strong communicator
  • Eager to learn and solve problems
  • Team player

Vise provides an AI-powered asset management platform for financial advisors. It helps advisory firms create and manage personalized client portfolios, automating tasks like portfolio rebalancing and risk assessment to save time and reduce costs. The platform is subscription-based and scalable, serving both small firms and larger enterprises. By handling routine and complex portfolio management with technology, Vise enables advisors to focus more on client relationships and strategic planning. Compared with traditional wealth management tools, Vise differentiates itself through AI-driven automation, a scalable pricing model, and a focus on delivering better investment outcomes. The company's goal is to become the asset manager of the future by offering technology-driven, personalized portfolios across asset classes.

Company Size

51-200

Company Stage

Series C

Total Funding

$126.5M

Headquarters

New York City, New York

Founded

2016

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Simplify Jobs

Simplify's Take

What believers are saying

  • Alpha Architect expands Vise’s strategy library, deepening advisor stickiness in July 2026.
  • $100 billion platform assets create distribution leverage for onboarding more asset managers.
  • Vise Long Short adds differentiated tax-aware portfolio construction for affluent clients.

What critics are saying

  • Business Insider reported Manhattan West’s exit after Vise lacked fixed income and alternatives.
  • Old churn and layoffs signal weak retention if another large RIA defects in 2026.
  • BlackRock, Orion, and Addepar can bundle cheaper tools, crushing Vise’s margins by 2027.

What makes Vise unique

  • Vise combines portfolio construction, rebalancing, tax management, and advisor intelligence in one workflow.
  • July 2026 Alpha Architect partnership broadens personalized, tax-optimized model access for RIAs.
  • Vise reports $100 billion platform assets across 100-plus firms and 135,000 accounts.

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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

1%

1 year growth

1%

2 year growth

0%
Associated Press
Jul 23rd, 2026
Vise and Alpha Architect partner to deliver AI-powered custom portfolios to RIAs

Vise, an AI-powered wealth management platform, has partnered with quantitative asset manager Alpha Architect to deliver personalised, tax-optimised portfolios to registered investment advisors (RIAs). The collaboration allows advisors to deploy Alpha Architect's investment strategies whilst tailoring them to individual clients' needs, including concentrated positions and tax circumstances. Advisors can now manage these customised portfolios alongside clients' other assets within a single integrated system. The platform handles model selection, portfolio construction, continuous rebalancing, and daily tax management in one workflow. As of July 2026, Vise holds more than $100 billion in platform assets across over 100 advisory firms and 135,000 accounts. The company plans to add more asset managers to its platform, expanding the library of strategies available for personalisation.

ETFDailyNews.com
Sep 21st, 2025
Wealth Enhancement Advisory Services LLC Has $23.43 Million Stock Position in Cheniere Energy, Inc. $LNG

Brighton Jones LLC acquired a new stake in Cheniere Energy in the fourth quarter worth about $335,000.

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