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Vise

AI-driven asset management platform for advisors

Content Writer

Copywriting & Creative WritingConfirmed live in the last 24 hours
Full-timeNew York, NY, USAIn-person

About the Job

Requirements

  • Have 1–2 or more years of professional writing experience in B2B marketing, financial media, journalism, or ghostwriting.
  • Provide a portfolio demonstrating a range of work, including short social posts, long-form pieces, and at least one sample written in another person's voice.
  • Be comfortable with financial topics and curious about portfolios, taxes, and the wealth management business, asking questions to build understanding.
  • Be able to turn breaking news into a timely, sharp post and use judgment about when work is ready to publish.
  • Use AI writing tools daily and have informed opinions about where they help or diminish writing quality.
  • Collaborate with senior executives and respond constructively to feedback on drafts.

Responsibilities

  • Draft LinkedIn and X posts for the co-heads and other leaders in each person's voice, with drafts requiring only light edits.
  • Scan industry news weekly, select stories relevant to advisors, create posts for the Vise brand and executives, and maintain a queue of evergreen posts.
  • Write blog posts, product launch announcements, research write-ups, and client newsletters, explaining technical topics clearly to busy advisors.
  • Interview advisors at client firms and develop case studies with a clear thesis, a direct quote, and a result.
  • Create copy for sales collateral, including one-pagers, pitch decks, product sheets, case study PDFs, event materials, email campaigns, and website pages; work with sales and client teams to identify common advisor questions and address them in the content.
  • Coordinate with design to brief and produce charts, short videos, and graphics for content.
  • Learn applicable marketing compliance rules and write claims-conscious copy that can pass review.
  • Maintain voice guides, the content calendar, and AI writing workflows, and track performance to improve content each month.

Desired Qualifications

  • Experience in wealth management, fintech, or at a registered investment adviser.
  • Experience writing under financial marketing compliance rules.
  • Video scripting or editing experience.

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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