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Vise

AI-driven asset management platform for advisors

Technology Operations Lead

IT Service Desk & End User SupportConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • 2–4 years of experience in a relevant role such as IT Support Specialist, cybersecurity, SOC Analyst, Systems Administrator, or similar.
  • Foundational knowledge of networking, hardware, and operating systems.
  • Basic understanding of cybersecurity principles and best practices.
  • Strong communication skills and a collaborative, team-first attitude.
  • Experience with or strong interest in AI tools such as ChatGPT, Copilot, and automation platforms.
  • Exposure to project coordination or ticketing systems such as Jira, ServiceNow, and Asana.
  • Familiarity with cloud platforms such as AWS, Azure, or Google Cloud.

Responsibilities

  • Provide day-to-day technical support for hardware, software, and network infrastructure.
  • Maintain and troubleshoot workstations, peripherals, and office technology systems.
  • Manage user accounts, access controls, and software licensing.
  • Assist in monitoring systems for potential security threats or vulnerabilities.
  • Support compliance efforts and help enforce security policies and best practices.
  • Participate in security awareness initiatives across the organization.
  • Support office builds, moves, or expansions from a technology perspective.
  • Manage hardware inventory and asset lifecycle.
  • Maintain hardware infrastructure in meeting rooms and the office.
  • Stay current on AI tools, automation platforms, and emerging technology trends.
  • Identify opportunities to integrate AI-powered solutions into daily workflows.
  • Assist in evaluating, piloting, and rolling out new technology tools across the organization.
  • Share knowledge and best practices with team members to promote a tech-forward culture.
  • Support technology projects from planning through completion, including timelines, task tracking, and stakeholder communication.
  • Document processes, configurations, and project outcomes.
  • Collaborate cross-functionally with operations, leadership, and external vendors.

About the Company

Vise

AI-driven asset management platform for advisors

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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