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Vise

AI-driven asset management platform for advisors

Senior Product Designer

Product DesignConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • Have 5–7 years of product design experience.
  • Have examples of cross-functional partnership and an iterative design process, and be comfortable accepting and implementing feedback while advocating for the best possible user experience.
  • Have a clear vision and a track record of successfully implementing designs, and be able to gain stakeholder buy-in by articulating design decisions and rationale.
  • Be able to turn abstract ideas and hypotheses into compelling product experiences that delight users and drive business impact.
  • Have applied research, usability tests, and performance metrics to inform design decisions.
  • Have a strong understanding of usability and user experience principles.
  • Be able to translate complex ideas and concepts into clear, concise narratives.
  • Have identified design problems in an existing product and taken initiative to solve them.
  • Be able to navigate ambiguity and uncertainty to deliver positive outcomes.
  • Be detail-oriented and organized, maintain accurate records, and complete tasks precisely and thoroughly.
  • Have strong time-management skills, balance multiple projects and tight deadlines, and prioritize tasks effectively.
  • Write and speak clearly and professionally, and share information promptly with relevant audiences.
  • Be able to independently solve problems and seek opportunities to learn and grow.
  • Collaborate effectively as a team player.

Responsibilities

  • Own the end-to-end design process.
  • Partner with engineering, product, and business teams to understand problems, define goals and research requirements, map user journeys, and prototype and launch new features and functionality.
  • Drive design strategy, advocate for user needs, and contribute to the evolution of the design system.
  • Conduct user research and testing from concept through usability testing.
  • Maintain standards for design culture, process, and quality.
  • Explore ways to educate users about Vise’s investment philosophy and the decisions its investment engine makes for clients.
  • Work on product-led growth initiatives to drive scale and expansion.
  • Improve existing core user flows to provide advisors with a strong user experience.
  • Improve and scale the existing suite of artificial intelligence products.
  • Iterate on Vise’s visual style and contribute new patterns and components to the design system.
  • Work with the team to set overall company direction, sales strategy, and hiring goals.

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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