Full-Time

Growth Marketing Lead

Demand Gen & Acquisition

Posted on 9/16/2025

Vise

Vise

51-200 employees

AI-driven asset management platform for advisors

Compensation Overview

$110k - $130k/yr

+ Equity

New York, NY, USA

In Person

Category
Growth & Marketing (1)
Required Skills
Lead Generation
SEO
Google AdWords
Data Analysis
Requirements
  • 3-5 years of experience in demand generation, social media management, paid media, digital marketing, or growth marketing roles
  • Bachelor’s degree in Marketing, Business, or a related field
  • Proven track recording running integrated digital campaigns that combine paid search, social, and content strategy and generate SQLs and pipeline
  • Experience with paid social platforms (LinkedIn, X, Instagram), search (Google Ads), and performance analytics
  • Proficiency in social media management tools and analytics platforms
  • Comfort working in fintech, SaaS, or adjacent industries targeting specialized customer segments
  • Knowledge of media relations practices and a proven track record of securing earned media coverage
  • Experience with and understanding of the Registered Investment Adviser (RIA) industry framework and wealth management
  • Exceptional writing, editing, and storytelling skills
  • Creative, detail-oriented mindset with a passion for staying ahead of industry trends
  • Working knowledge of SEO and how to apply it to content creation and distribution
  • Strong understanding of marketing funnels, lead scoring, and conversion optimization
Responsibilities
  • Own and drive Vise’s entire top-of-funnel marketing strategy—including paid media, search, social campaigns, and brand awareness
  • Design and manage campaigns that deliver measurable SQLs, with a focus on targeting and converting a highly specific customer segment
  • Build and execute social strategies and content (LinkedIn, X, Instragram, etc.) that grow our presence and support broader marketing initiatives
  • Own budget allocation and optimization across channels to maximize ROI and efficiency
  • Cultivate and manage relationships with journalists, bloggers, and industry influencers
  • Monitor media coverage, industry news, and social trends to identify opportunities for storytelling and brand elevation
  • Partner with GTM and Sales to ensure alignment on lead quality, audience targeting, and pipeline impact
  • Analyze performance across earned and owned channels, using insights to refine strategy
  • Support broader marketing and go-to-market efforts as needed, including product launches, events, and campaigns
Desired Qualifications
  • None

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

Simplify Jobs

Simplify's Take

What believers are saying

  • Partnership with Charles Schwab provides hyper-customized ETF and security portfolios.
  • Generative AI analyzes millions of data points across stocks, bonds, and alternatives.
  • Daily tax-loss harvesting maximizes tax efficiency for advisors' clients.

What critics are saying

  • Manhattan West departed in 2024-2025, losing largest client and 100 employees.
  • Charles Schwab builds competing portfolio automation into Advisor Services.
  • Fidelity's Wealth Advisor OS and Vanguard's tech commoditize Vise's tools.

What makes Vise unique

  • Vise Intelligence fine-tunes AI to summarize portfolios and explain trades.
  • Vise Long Short launched December 17, 2025, for customizable RIA strategies.
  • Vise enables tax-efficient transitions from mutual funds to personalized portfolios.

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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

-2%

1 year growth

-1%

2 year growth

-1%
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Securities.io
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Samir Vasavada, Co-Founder & Ceo Of Vise – Interview Series

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AlleyWatch
Dec 15th, 2020
Greenoaks invests into Vise in $45M

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