Vise, a technology driven Investment Advisor is seeking a passionate and driven Client Operations Specialist to join our Client Success Team. In this role, you will be an indispensable resource at the operational center of the Vise business, overseeing and managing all onboarding, documentation, and internal operations related tasks. You will learn and understand established internal workflows and offer an entrepreneurial and problem-solving mindset to implement and improve the Vise processes and client experience.
What you will own
- Collaborate with Vise’s Client Success, Investment Operations, and Finance teams to process and oversee all account setup and implementation
- Create, execute, and optimize internal processes to improve data collection, document management, and account onboarding
- Assist with account billing, invoice distribution, and organization of client billing records
- Support the daily process of reconciling client account data from the custodian
- Resolve daily account issues at custodians and on the Vise platform
What you bring on day one
- Minimum of two to four years of experience in a financial services operations role
- Experience working in middle and back office operations supporting SMAs for clients of registered investment advisors (RIAs) and/or broker-dealers
- Familiar with RIA custodian platforms such as Schwab and Fidelity
- Experience with Advent Portfolio Exchange (APX) for portfolio accounting and reporting
- Proficient in Google Workspace, Excel, Word, and PowerPoint tools - Python and SQL a plus
Who you are:
- Detail-oriented and organized: maintains meticulous records, manages information accurately, and ensures that all tasks are completed with a high degree of precision and thoroughness
- Excellent time management skills: balances multiple projects and tight deadlines in a fast-paced environment, effectively prioritizes tasks, and stays focused and productive under pressure
- Strong communicator: writes and speaks clearly and professionally, and actively shares information in a timely manner with relevant audiences
- Eager to learn and solve problems: independently solves problems, displays a positive attitude, and seeks opportunities to learn and grow
- Team player: collaborates effectively with colleagues, supports the success of others, and contributes positively to a cohesive and dynamic work environment
Through the internal and market data Vise has collected, we expect the salary range for this position to be $60,000 - 75,000 per year, plus a competitive equity package. Your actual compensation will be determined based on your skills, qualifications, and experience. In addition, Vise offers a wide range of comprehensive and inclusive employee benefits.
About Vise:
Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today’s world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology. Embracing this trend, Vise is leading the charge to bring this level of personalization to how we invest. Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer personalized and automated portfolios. By harnessing the power of AI, Vise enables financial advisors to create tailored investment strategies that cater to each client’s unique financial needs and goals.
Financial advisors are at the heart of this transformation, as their relationships with clients are essential to understanding and meeting each client’s unique financial needs. With Vise, advisors can focus on nurturing these relationships instead of spending time building and managing portfolios. Our platform empowers advisors to create institutional-grade, personalized portfolios, automate their management, and explain valuable insights that enhance their expertise and service to clients. Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor’s behalf; Vise charges an AUM fee for its services.
Our exceptional New York team comprises world-class Ph.D. quants, investment researchers, and engineers with experience at industry-leading firms like Citadel, Blackrock, Stripe, and Stanford. Combining top financial and engineering talent, we pride ourselves on delivering products faster and understanding our customers’ needs better than anyone else in the market. Vise has garnered the support of prominent venture capital firms, raising over $130M from Sequoia Capital and Founders Fund, among others.
Vise celebrates and embraces diversity and is committed to building a team that represents a variety of experiences, backgrounds, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, gender identity, gender expression, sexual orientation, non-disqualifying physical or mental disability, national origin, veteran status, or other applicable legally protected characteristics.
