Full-Time

Executive Assistant

Fintech Founders

Confirmed live in the last 24 hours

Vise

Vise

51-200 employees

AI platform for financial advisors' asset management

Fintech
AI & Machine Learning
Financial Services

Compensation Overview

$90k - $115kAnnually

+ Equity Package

Junior, Mid

New York, NY, USA

This role is primarily onsite, working from our SoHo office.

Category
Executive Support
Administrative & Executive Assistance
Requirements
  • 2-5 years experience directly supporting executive leader(s) in an EA or Chief of Staff capacity
  • Experience working as an admin in tech or a start-up environment
  • Excellent organizational, time management, and critical-thinking skills; the ability to multitask, manage complex schedules, and navigate a fast-paced environment is essential
  • High emotional intelligence and ability to diplomatically navigate complex situations
  • 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
  • Unparalleled attention to detail and drive to take the initiative, with the professionalism to interact with employees and key external partners
  • Entrepreneurial, with high tolerance for ambiguity and complexity, and efficient with limited resources
  • 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
  • Technically savvy and proficiency with a broad suite of software tools, including Google Workspace, Slack and Zoom
Responsibilities
  • Build and maintain an understanding of priorities to effectively optimize the Founders’ time and prioritize commitments, while resolving all scheduling conflicts
  • Support the execution of internal and external meetings, prepare and distribute materials, and ensure proper coordination of logistics among attendees
  • Create prep materials for meetings to ensure the Founders are well-prepared and informed on necessary context and participants involved; assist Founders by following up on tasks and/or action items resulting from meetings
  • Plan and organize domestic and international travel itineraries and process expense reports
  • Assist the Founders in managing projects and deadlines, as well as implementing processes to improve efficiency
  • Partner with People Team to plan and organize corporate and social team events; including team off-sites, happy hours and dinners

Vise provides an asset management platform designed for financial advisors, helping them create and manage personalized investment portfolios for their clients. The platform uses artificial intelligence to automate tasks like portfolio rebalancing and risk assessment, allowing advisors to concentrate on building client relationships and making strategic decisions. Vise operates on a subscription-based model, making it accessible for both small and large advisory firms. This flexibility sets Vise apart from competitors, as it can cater to a diverse range of clients in the financial advisory sector. The goal of Vise is to empower financial advisors to achieve better investment outcomes while efficiently scaling their operations.

Company Stage

Series C

Total Funding

$123.1M

Headquarters

New York City, New York

Founded

2016

Growth & Insights
Headcount

6 month growth

4%

1 year growth

11%

2 year growth

60%
Simplify Jobs

Simplify's Take

What believers are saying

  • Vise's recent $45M Series B funding round from prominent investors like Sequoia Capital and Founders Fund indicates strong financial backing and growth potential.
  • The platform's AI-driven capabilities allow financial advisors to focus more on client relationships and strategic decision-making, enhancing job satisfaction and client outcomes.
  • Vise's mission to create the asset manager of the future offers employees the opportunity to be at the forefront of innovation in the financial advisory industry.

What critics are saying

  • The loss of 35% of its assets under management and significant employee attrition could indicate underlying operational challenges.
  • The competitive landscape in fintech and wealth management is fierce, with established players like Goldman Sachs making strategic acquisitions.

What makes Vise unique

  • Vise leverages advanced AI to automate time-consuming tasks for financial advisors, unlike traditional platforms that rely heavily on manual processes.
  • Their scalable subscription-based model caters to both small advisory firms and larger enterprises, providing flexibility that many competitors lack.
  • Vise's focus on creating personalized investment portfolios driven entirely by technology sets it apart in the wealth management market.

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Benefits

Comprehensive health plans

401(k) savings plan

Flexible PTO

Parental Leave

Wellness Reimbursement

Learning & Development