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Chief of Staff
Posted on 11/3/2021
Remote in USA • New York, NY, USA
Experience Level
Desired Skills
  • 2+ years of experience at top-tier management consulting firm or financial services firm
  • Proven ability to track, prioritize, and steer multiple concurrent projects to success using data to track progress along the way
  • Excellent written and verbal communication skills;; ability to work well with executives, and able to manage and influence across multiple levels and multiple functions of an organization
  • Entrepreneurial, with high tolerance for ambiguity and complexity, and efficient with limited resources
  • Proven experience designing and leading strategic planning at a hyper-growth company
  • Financial experience and ability to create budgets, models, etc
  • Understands and can anticipate the needs of the leadership team and the wider organization
  • Highest level of integrity and management of confidential information
  • Action oriented with excellent work ethic and initiative
  • Represent the perspective and values of our founder across the organization and before external clients
  • Lead strategic programs cross functionally to support our ambitious goals
  • Steer alignment around setting strategy, forming a plan with clear goals and asks, executing and monitoring progress
  • Identify issues across the organization and create initiatives to solve them
  • Deliver cost/benefit and risk analyses, identify dependencies and push prioritization discussions to ensure people leadership is making informed, aligned decisions and commitments
  • Partner across different functions in the company on key initiatives
  • Manage presentation material for leadership and board meetings

51-200 employees

Investment management
Company Overview
Vise’s mission is to create financial freedom for everyone. They are empowering a new generation of advisors with the technology and tools they need to spend less time on basic tasks and spend more time growing their practices and helping even more people achieve their goals.
  • Comprehensive health plans
  • 401(k) savings plan
  • Flexible PTO
  • Parental Leave
  • Wellness Reimbursement
  • Learning & Development
Company Core Values
  • Be worthy of trust. Trust is fragile.
  • Own the outcome. Just because it’s not your fault, doesn’t mean it's not your problem.
  • Value growth. It’s all about the slope. Commit to learning and improving.
  • Solve for the customer. Put the customer first, everything else second. Focus relentlessly on impact.
  • Dare to dream. Question the status quo, there is a whole world to win.
  • One Vise. Go far together.