Full-Time

Director of Information Technology

Posted on 9/11/2025

Vise

Vise

51-200 employees

AI-driven asset management platform for advisors

Compensation Overview

$135k - $155k/yr

+ Equity

New York, NY, USA

In Person

Category
IT & Security (1)
Required Skills
Bash
Microsoft Azure
Python
SOC 2
SAML
AWS
OAuth
Requirements
  • 6-8 years of progressive IT leadership experience, ideally with 3+ years in financial services, fintech, or a related regulated industry.
  • Deep understanding of how the various functions of a regulated financial services business operate (e.g. Compliance, Finance, Risk, Treasury, Audit, Outsourcing).
  • Expertise in scaling SaaS-based, Apple/macOS-first environments, including identity and access management, endpoint security, and compliance frameworks.
  • Strong security-first mindset, with hands-on knowledge of modern protocols (SAML, OAuth, SCIM), email security standards (SPF, DKIM, DMARC), endpoint protection, and cloud platforms (AWS, Azure).
  • Proven experience driving SOC 2 readiness and audits, and aligning IT processes with industry regulations and compliance standards.
  • Proven success in building and leading high-performing teams, managing vendors and budgets, and driving cross-functional collaboration in fast-paced environments.
  • Technical acumen to partner with engineering and security teams, with proficiency in scripting (Python, Bash, etc.) and understanding of adversary tactics and security best practices.
  • Track record of driving operational excellence at scale—balancing strategic vision with execution, favoring automation, and ensuring security, compliance, and risk reduction.
  • Exceptional communication and leadership skills, with the ability to bring clarity to ambiguity, influence at the executive level, and act as a trusted thought partner to technical leaders.
Responsibilities
  • Define and execute Vise’s corporate IT strategy, ensuring scalability, resilience, and security as the company grows.
  • Oversee all corporate systems and infrastructure, including productivity tools, identity and access management, endpoint management, and office/network environments.
  • Own IT support operations, covering asset lifecycle, onboarding, distributed workforce support, and employee technology experience.
  • Drive security and compliance initiatives, including SOC 2 readiness, risk management, and alignment with regulatory requirements; embed “secure by default” and “zero trust” principles into IT operations.
  • Partner with Engineering, Legal, Compliance, and People Ops to ensure cross-functional alignment on security and regulatory priorities.
  • Manage IT vendors, consultants, and budgets to optimize operational efficiency and security posture.
  • Oversee and deliver key IT projects and programs, including infrastructure upgrades, office buildouts, and business continuity planning.
  • Act as a strategic advisor to leadership on IT governance, emerging risks, and opportunities to leverage technology for business advantage.

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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Your Connections

People at Vise who can refer or advise you

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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