Business Operations Lead
Vise(28 days ago)
About this role
The Business Operations Lead at Vise is a strategic, analytical role partnering with leadership to support the company’s next stage of growth. It is ideal for candidates with a top-tier finance background seeking a high-ownership startup environment and exposure to executive decision-making. The position is based onsite in Vise’s SoHo, NYC office.
Required Skills
- Strategic Projects
- Financial Modeling
- Dashboards
- Enterprise Relationships
- Process Improvement
- Executive Materials
- Data Analysis
- KPI Tracking
- Project Management
- Communication
+2 more
Qualifications
- Degree from Top University
About Vise
vise.comVise is a technology-powered asset manager that helps financial advisors and RIAs build, manage, and explain personalized investment portfolios at scale. Its all-in-one platform supports portfolio construction, ongoing management and rebalancing, and enterprise features like transition management and model customization. Vise positions itself as a bridge between advisors and clients by automating personalization while providing tools and reporting to communicate portfolio decisions clearly.