&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Vise is seeking to build a go-to-market (GTM) team of highly intelligent, solution-oriented, and consultative professionals. This team will be instrumental in driving the growth and expansion of our AI-powered asset management platform by understanding customer needs, identifying opportunities, and delivering tailored solutions that cater to financial advisors and their clients. This small team of professionals will focus on larger accounts and RIAs over $500M in AUM.&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;We are looking for individuals with exceptional problem-solving skills, a deep understanding of the financial advisory landscape, and a strong background in consultative selling. The ideal candidate will be able to establish and maintain lasting relationships with clients, effectively communicate the value of Vise&#39;s innovative offerings, and contribute to the overall success of our GTM strategy.&amp;nbsp; Additionally, candidates should have the ability to thoroughly understand customer problems, develop compelling case studies, and handle objections with confidence. We are seeking resourceful individuals who can contribute to building a fresh GTM strategy from scratch rather than relying on pre-existing playbooks. By combining their skills, knowledge, and creativity, our GTM team members will play a crucial role in shaping the future of Vise&#39;s market presence and customer success.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Vise is seeking an experienced and highly motivated Director of Wealth to join our growing team. The ideal candidate will be responsible for building and maintaining end-to-end client relationships with Financial Advisors. You will use your expertise in consultative, solution-based selling to understand client needs and deliver tailored solutions.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;What you will own&amp;nbsp;&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Develop and maintain relationships with Financial Advisors through consultative, solution-based selling&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Drive new client acquisition and manage and grow existing client relationships&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Cross-functional collaboration with Investment Strategy, Client Service and Product teams to evolve and improve our product offering. &lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Identify and qualify opportunities with new customers and continue to deepen relationships with existing customers through gathering assets&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Partner with Finance to manage and forecast pipeline accurately&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Create and deliver high-quality materials and presentations&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Handle client objections effectively&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Maintain a deep understanding of market trends and competition&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;What you bring on day one&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Minimum of 3-5 years of experience in a client-facing role in wealth/asset management or consulting&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Demonstrated success in building and growing new client relationships&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Excellent communication and presentation skills&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Deep knowledge of investment products (SMAs/UMAs), factor based investing, and the competitive landscape of both traditional and tech forward investment offerings, strongly preferred but not required&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;Personal Qualities:&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Ability to problem solve – driving opportunities entirely self-sufficiently&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Low ego, resourceful, and empathetic&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Optimistic and deeply curious&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Empathetic, active listener&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Seeks out and is motivated by challenge&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Strong work ethic with a direct, self-assured and team-first mentality&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;If you are a highly motivated, experienced, and talented individual with a passion for transforming the wealth management industry, we would love to hear from you. Apply now to join the Vise team and help us create a better future for financial advisors and their clients.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Through the internal and market data Vise has collected, we expect the salary range for this position to be&lt;/span&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt; $150,000 - $250,000 &lt;/span&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;per year, plus commissions and a competitive equity package. Your actual compensation will be determined based on your skills, qualifications, and experience. In addition, Vise offers a wide range of comprehensive and inclusive employee benefits. To learn more about Benefits, go&lt;/span&gt;&lt;a href=&quot;https://px.sequoia.com/vise&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt; &lt;/span&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;here&lt;/span&gt;&lt;/a&gt;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;About Us:&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today&#39;s world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology. Embracing this trend, Vise is leading the charge to bring this level of personalization to how we invest. Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer personalized and automated portfolios. By harnessing the power of AI, Vise enables financial advisors to create tailored investment strategies that cater to each client&#39;s unique financial needs and goals.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Financial advisors are at the heart of this transformation, as their relationships with clients are essential to understanding and meeting each client&#39;s unique financial needs. With Vise, advisors can focus on nurturing these relationships instead of spending time building and managing portfolios. Our platform empowers advisors to create institutional-grade, personalized portfolios, automate their management, and explain valuable insights that enhance their expertise and service to clients. Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor&#39;s behalf; Vise charges an AUM fee for its services.&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Our exceptional New York team comprises world-class Ph.D. quants, investment researchers, and engineers with experience at industry-leading firms like Citadel, Blackrock, Stripe, and Stanford. Combining top financial and engineering talent, we pride ourselves on delivering products faster and understanding our customers&#39; needs better than anyone else in the market. Vise has garnered the support of prominent venture capital firms, raising over $130M from Sequoia Capital and Founders Fund, among others.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;em&gt;Vise celebrates and embraces diversity and is committed to building a team that represents a variety of experiences, backgrounds, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, gender identity, gender expression, sexual orientation, non-disqualifying physical or mental disability, national origin, veteran status, or other applicable legally protected characteristics.&lt;/em&gt;&lt;/p&gt;

Sales

New York, NY

Vise HQ

Director of Wealth

&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Engineering at Vise has the unique opportunity to use technology to revolutionize the investment management industry. Team members are given ownership and trust with the understanding that they are supported by industry experts and together can build a best-in-class product. We are a small and fast-paced team where everyone has a voice in the development of our product and technology.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Vise is seeking a passionate Quantitative Engineer to join our talented engineering team. As we build the future of wealth management, you will partner closely with our investment strategy and engineering teams, as well as our Chief Investment Officer to build sophisticated investment models which shape our portfolio construction and portfolio insights.&amp;nbsp; You will be responsible for writing production ready models, working with our team to apply quantitative techniques like machine learning and sentiment analysis to a vast array of data sets.&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Our Quantitative Engineering team is deeply curious, with a strong desire to solve problems that do not have a defined answer.&amp;nbsp; You should feel comfortable reimagining investment management and questioning every market assumptio&lt;/span&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;n. The ideal candidate thrives in a creative, inventive, and fast-paced startup environment and wants to work with people who are passionate about our work and mission. &lt;/span&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;The problems we’re trying to solve as an organization are dynamic and each day brings fresh and exciting challenges. We&#39;re interested in people who will react quickly and efficiently when called upon to change or pivot. &lt;/span&gt;&lt;em&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;&amp;nbsp;&amp;nbsp;&lt;/span&gt;&lt;/em&gt;&lt;/p&gt;
&lt;h3&gt;&lt;strong&gt;What you will own&lt;/strong&gt;&lt;/h3&gt;
&lt;ul&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Own a set of financial models and work to scale research code to production code&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Work very closely with Engineering team to build out infrastructure to support our workflow models&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Research and explore seemingly impossible problems; we&#39;ll want have a practiced or natural understanding of how varying inputs are likely to change the results&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Build and test complex investment ideas&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Apply quantitative techniques like machine learning and sentiment analysis to a vast array of data sets&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Partner cross-functionally on a daily basis and make decisions together quickly&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;h3&gt;&lt;strong&gt;What you bring on day one&lt;/strong&gt;&lt;/h3&gt;
&lt;ul&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Bachelor&#39;s degree / Master’s Degree / Ph. D in STEM majors&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Experience programming in Python required&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Passion for profession in the quantitative finance track&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Applied experience in building great production-level workflow infrastructure&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Excellent comprehension of statistics and probability distributions&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Understanding of statistical and machine learning models&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Prior professional experience within financial markets, cash equities a plus&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Excellent interpersonal and communication skills&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Strong analytical skills&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Collaborative with a team-first mentality&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Familiarity with commercial risk and optimization solutions is a strong plus&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Through the internal and market data Vise has collected, we expect the salary range for this position to be &lt;/span&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;$175,000 - $225,000 p&lt;/span&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;er year, plus a competitive equity package. Your actual compensation will be determined based on your skills, qualifications, and experience. In addition, Vise offers a wide range of comprehensive and inclusive employee benefits.&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&amp;nbsp;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;&lt;em&gt;About Us:&lt;/em&gt;&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today&#39;s world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology. Embracing this trend, Vise is leading the charge to bring this level of personalization to how we invest. Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer personalized and automated portfolios. By harnessing the power of AI, Vise enables financial advisors to create tailored investment strategies that cater to each client&#39;s unique financial needs and goals.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Financial advisors are at the heart of this transformation, as their relationships with clients are essential to understanding and meeting each client&#39;s unique financial needs. With Vise, advisors can focus on nurturing these relationships instead of spending time building and managing portfolios. Our platform empowers advisors to create institutional-grade, personalized portfolios, automate their management, and explain valuable insights that enhance their expertise and service to clients. Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor&#39;s behalf; Vise charges an AUM fee for its services.&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Our exceptional New York team comprises world-class Ph.D. quants, investment researchers, and engineers with experience at industry-leading firms like Citadel, Blackrock, Stripe, and Stanford. Combining top financial and engineering talent, we pride ourselves on delivering products faster and understanding our customers&#39; needs better than anyone else in the market. Vise has garnered the support of prominent venture capital firms, raising over $130M from Sequoia Capital and Founders Fund, among others.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;em&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Vise celebrates and embraces diversity and is committed to building a team that represents a variety of experiences, backgrounds, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, gender identity, gender expression, sexual orientation, non-disqualifying physical or mental disability, national origin, veteran status, or other applicable legally protected characteristics.&lt;/span&gt;&lt;/em&gt;&lt;/p&gt;

Quant

Quantitative Engineer

&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Vise is seeking to build a go-to-market (GTM) team of highly intelligent, solution-oriented, and consultative professionals. This team will be instrumental in driving the growth and expansion of our AI-powered asset management platform by understanding customer needs, identifying opportunities, and delivering tailored solutions that cater to financial advisors and their clients. This small team of professionals will focus on larger accounts and RIAs over $500M in AUM.&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;We are looking for individuals with exceptional problem-solving skills, a deep understanding of the financial advisory landscape, and a strong background in consultative selling. The ideal candidate will be able to establish and maintain lasting relationships with clients, effectively communicate the value of Vise&#39;s innovative offerings, and contribute to the overall success of our GTM strategy.&amp;nbsp; Additionally, candidates should have the ability to thoroughly understand customer problems, develop compelling case studies, and handle objections with confidence. We are seeking resourceful individuals who can contribute to building a fresh GTM strategy from scratch rather than relying on pre-existing playbooks. By combining their skills, knowledge, and creativity, our GTM team members will play a crucial role in shaping the future of Vise&#39;s market presence and customer success.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Vise is seeking an experienced and highly motivated Senior Director of Wealth to join our growing team. The ideal candidate will be responsible for building and maintaining end-to-end client relationships with Financial Advisors. You will use your expertise in consultative, solution-based selling to understand client needs and deliver tailored solutions.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;What you will own&amp;nbsp;&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Develop and maintain relationships with Financial Advisors through consultative, solution-based selling&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Drive new client acquisition and manage and grow existing client relationships&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Cross-functional collaboration with Investment Strategy, Client Service and Product teams to evolve and improve our product offering. &lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Identify and qualify opportunities with new customers and continue to deepen relationships with existing customers through gathering assets&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Partner with Finance to manage and forecast pipeline accurately&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Create and deliver high-quality materials and presentations&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Handle client objections effectively&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Maintain a deep understanding of market trends and competition&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;What you bring on day one&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Minimum of 5-10&amp;nbsp; years of experience in a client-facing role in wealth/asset management or consulting&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Demonstrated success in building and growing new client relationships&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Deep knowledge of investment products (SMAs/UMAs), factor based investing, and the competitive landscape of both traditional and tech forward investment offerings.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Strong understanding of RIAs, their business needs and pain points, as well as the needs of their clients’&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Familiarity with the technology used by RIAs, including TAMPs, UMA platforms, and custodians&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Excellent communication and presentation skills&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;Personal Qualities:&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Ability to problem solve – driving opportunities entirely self-sufficiently&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Low ego, resourceful, and empathetic&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Optimistic and deeply curious&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Empathetic, active listener&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Seeks out and is motivated by challenge&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Strong work ethic with a direct, self-assured and team-first mentality&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;If you are a highly motivated, experienced, and talented individual with a passion for transforming the wealth management industry, we would love to hear from you. Apply now to join the Vise team and help us create a better future for financial advisors and their clients.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Through the internal and market data Vise has collected, we expect the salary range for this position to be&lt;/span&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt; $200,000 - $250,000 &lt;/span&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;per year, plus commissions and a competitive equity package. Your actual compensation will be determined based on your skills, qualifications, and experience. In addition, Vise offers a wide range of comprehensive and inclusive employee benefits. To learn more about Benefits, go&lt;/span&gt;&lt;a href=&quot;https://px.sequoia.com/vise&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt; &lt;/span&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;here&lt;/span&gt;&lt;/a&gt;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;About Us:&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today&#39;s world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology. Embracing this trend, Vise is leading the charge to bring this level of personalization to how we invest. Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer personalized and automated portfolios. By harnessing the power of AI, Vise enables financial advisors to create tailored investment strategies that cater to each client&#39;s unique financial needs and goals.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Financial advisors are at the heart of this transformation, as their relationships with clients are essential to understanding and meeting each client&#39;s unique financial needs. With Vise, advisors can focus on nurturing these relationships instead of spending time building and managing portfolios. Our platform empowers advisors to create institutional-grade, personalized portfolios, automate their management, and explain valuable insights that enhance their expertise and service to clients. Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor&#39;s behalf; Vise charges an AUM fee for its services.&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Our exceptional New York team comprises world-class Ph.D. quants, investment researchers, and engineers with experience at industry-leading firms like Citadel, Blackrock, Stripe, and Stanford. Combining top financial and engineering talent, we pride ourselves on delivering products faster and understanding our customers&#39; needs better than anyone else in the market. Vise has garnered the support of prominent venture capital firms, raising over $130M from Sequoia Capital and Founders Fund, among others.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;em&gt;Vise celebrates and embraces diversity and is committed to building a team that represents a variety of experiences, backgrounds, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, gender identity, gender expression, sexual orientation, non-disqualifying physical or mental disability, national origin, veteran status, or other applicable legally protected characteristics.&lt;/em&gt;&lt;/p&gt;

Senior Director of Wealth

&lt;p style=&quot;text-align: left;&quot;&gt;&lt;strong style=&quot;text-align: center;&quot;&gt;OWN THE DESIGN DIRECTION OF OUR PLATFORM&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Product Designers at Vise are obsessed with building a world-class user experience to save financial advisors time, grow their business, and help their clients understand their investment portfolios. They identify and advocate for solving critical customer problems, discover strategy-driving insights, and build advisor empathy across the company. Now that we’ve launched the second iteration of our platform, we’re ready to innovate from a design perspective and bring the next generation of our experience to life.&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Autonomy is everything. At Vise, you’ll be empowered to apply your design instincts to the most critical parts of our user journey as well as express your point of view without bureaucracy or red tape. Through close partnership with product, engineering, and sales, you’ll be responsible for taking new product enhancements and features from ideation to execution. You’ll also play a pivotal role in driving the continued evolution of our design culture.&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&amp;nbsp;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;What you will own&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Your design process; end to end.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Cross-functional outcomes with engineering, product, and business teams to understand problems, define goals and research requirements, map out user journeys, as well as prototype and launch new features and functionality&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Design strategy, continuously advocating for user needs and contributing to the evolution of our design system&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;User research and testing from concept to usability&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Maintaining the standard for Design @ Vise, from culture, to process, to quality&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;Design deliverables on the &lt;/strong&gt;&lt;strong&gt;horizon&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Reimagine our in-app notifications and communication strategy, helping advisors stay one step ahead of their clients&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Explore new ways to educate our users on Vise’s investment philosophy as well as the decisions our investment engine makes on behalf of clients&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Streamline core workflows in our app to save advisors time and provide them with a best-in-class experience&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Refine our process for sourcing and collecting user feedback&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Iterate on Vise’s visual style and contribute new patterns and components to our ever-evolving design system&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Work with the rest of the team to set overall company direction, sales strategy, and hiring goals&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;Career milestones that will catch our attention&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;You have countless examples of cross-functional partnership with an iterative design process. You are comfortable accepting and implementing feedback and you’re always advocating for the best possible experience for users.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;You have a clear vision and track record of successfully implementing your designs. You’re able to get buy-in from stakeholders in product, engineering, and sales by clearly articulating your design decisions and rationale.&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;You’ve taken abstract ideas and hypotheses and turned them into compelling product experiences that delight users and drive business impact.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;You’ve applied research, usability tests, and performance metrics to inform design decisions.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;You possess a strong understanding of usability and user experience principles.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;You’re a skilled storyteller who can translate complex ideas and concepts into clear, concise narratives.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;You’re a self-starter. You have identified design problems in an existing product and taken the initiative to solve them.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;You can navigate ambiguity and uncertainty to deliver positive outcomes.&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&amp;nbsp;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Through the internal and market data Vise has collected, we expect the salary range for this position to be $130,000&amp;nbsp; - $160,000 per year, plus a competitive equity package. Your actual compensation will be determined based on your skills, qualifications, and experience. In addition, Vise offers a wide range of comprehensive and inclusive employee benefits. To learn more about Benefits go &lt;a href=&quot;https://px.sequoia.com/vise&quot;&gt;here&lt;/a&gt; &lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;About Us:&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today&#39;s world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology. Embracing this trend, Vise is leading the charge to bring this level of personalization to how we invest. Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer personalized and automated portfolios. By harnessing the power of AI, Vise enables financial advisors to create tailored investment strategies that cater to each client&#39;s unique financial needs and goals.&lt;/p&gt;
&lt;p&gt;Financial advisors are at the heart of this transformation, as their relationships with clients are essential to understanding and meeting each client&#39;s unique financial needs. With Vise, advisors can focus on nurturing these relationships instead of spending time building and managing portfolios. Our platform empowers advisors to create institutional-grade, personalized portfolios, automate their management, and explain valuable insights that enhance their expertise and service to clients. Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor&#39;s behalf; Vise charges an AUM fee for its services.&amp;nbsp;&lt;/p&gt;
&lt;p&gt;Our exceptional New York team comprises world-class Ph.D. quants, investment researchers, and engineers with experience at industry-leading firms like Citadel, Blackrock, Stripe, and Stanford. Combining top financial and engineering talent, we pride ourselves on delivering products faster and understanding our customers&#39; needs better than anyone else in the market. Vise has garnered the support of prominent venture capital firms, raising over $130M from Sequoia Capital and Founders Fund, among others.&lt;/p&gt;
&lt;p&gt;&lt;em&gt;Vise celebrates and embraces diversity and is committed to building a team that represents a variety of experiences, backgrounds, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, gender identity, gender expression, sexual orientation, non-disqualifying physical or mental disability, national origin, veteran status, or other applicable legally protected characteristics.&lt;/em&gt;&lt;/p&gt;

Product

Senior Product Designer

&lt;div class=&quot;section page-centered&quot;&gt;
&lt;div&gt;
&lt;p&gt;Engineering at Vise has the unique opportunity to use technology to revolutionize the investment industry. Team members are given ownership and trust with the understanding that they are supported by industry experts and together can build a best-in-class product. We are a small and fast-paced team where everyone has a voice in the development of our product and technology.&lt;/p&gt;
&lt;/div&gt;
&lt;div&gt;
&lt;p&gt;As a senior full-stack software engineer, you will play a flexible role across our product—working on everything from our core portfolio creation engine to our trading system to our client-facing web application. You will have significant ownership and will have the opportunity to impact everything from requirements gathering and designing systems to implementation, release, and monitoring. This is a high visibility technical leadership role with a tremendous opportunity to impact the company’s trajectory.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;What you will own&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Lead the implementation of the systems that power and scale our business&lt;/li&gt;
&lt;li&gt;Uncover and address system bottlenecks as we mature our tech stack&lt;/li&gt;
&lt;li&gt;Partner with the Product team to provide impactful, measurable and testable solutions for our customers&lt;/li&gt;
&lt;li&gt;When appropriate, coach and mentor engineers on best practices&lt;/li&gt;
&lt;li&gt;Advocate for best in class technology and tooling to improve the development experience&lt;/li&gt;
&lt;li&gt;Contribute to operational excellence&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;What you will bring on day one&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;10+ years of software development experience outside of education and internships&lt;/li&gt;
&lt;li&gt;Experience with backend and frontend languages. Our stack includes Python, Golang, TypeScript, so direct experience working with these is a big plus.&lt;/li&gt;
&lt;li&gt;Experience with React and a familiarity with the latest frontend frameworks and tools&lt;/li&gt;
&lt;li&gt;Experience with relational databases — we use Postgres.&lt;/li&gt;
&lt;li&gt;Firm understanding of data structures, algorithms, and software design&lt;/li&gt;
&lt;li&gt;Strong analytical and debugging skills&lt;/li&gt;
&lt;li&gt;Effective interpersonal, communication, and collaboration skills with proven problem solving abilities&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;These would be great to have, but we’re sure you can learn this on the job here&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Prior work experience with financial data, investment tools and/or markets&amp;nbsp;&lt;/li&gt;
&lt;li&gt;Programming in Typescript and using Redux frameworks&lt;/li&gt;
&lt;li&gt;Familiarity with Airflow or an equivalent pipeline management system.&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;Our stack:&lt;/strong&gt;&amp;nbsp;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Python, Postgres, Express, TypeScript, Node, React, Redux, and AWS&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;Through the internal and market data Vise has collected, we expect the salary range for this position to be $200,000 - $250,000 per year, plus a competitive equity package. Your actual compensation will be determined based on your skills, qualifications, and experience. In addition, Vise offers a wide range of comprehensive and inclusive employee benefits. To learn more about Benefits go &lt;a href=&quot;https://px.sequoia.com/vise&quot;&gt;here&lt;/a&gt;&lt;/p&gt;
&lt;p&gt;&amp;nbsp;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;About Us&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today&#39;s world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology. Embracing this trend, Vise is leading the charge to bring this level of personalization to how we invest. Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer personalized and automated portfolios. By harnessing the power of AI, Vise enables financial advisors to create tailored investment strategies that cater to each client&#39;s unique financial needs and goals.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Financial advisors are at the heart of this transformation, as their relationships with clients are essential to understanding and meeting each client&#39;s unique financial needs. With Vise, advisors can focus on nurturing these relationships instead of spending time building and managing portfolios. Our platform empowers advisors to create institutional-grade, personalized portfolios, automate their management, and explain valuable insights that enhance their expertise and service to clients. Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor&#39;s behalf; Vise charges an AUM fee for its services.&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Our exceptional New York team comprises world-class Ph.D. quants, investment researchers, and engineers with experience at industry-leading firms like Citadel, Blackrock, Stripe, and Stanford. Combining top financial and engineering talent, we pride ourselves on delivering products faster and understanding our customers&#39; needs better than anyone else in the market. Vise has garnered the support of prominent venture capital firms, raising over $130M from Sequoia Capital and Founders Fund, among others.&lt;/span&gt;&lt;/p&gt;
&lt;/div&gt;
&lt;div&gt;&lt;em&gt;Vise celebrates and embraces diversity and is committed to building a team that represents a variety of experiences, backgrounds, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, gender identity, gender expression, sexual orientation, non-disqualifying physical or mental disability, national origin, veteran status, or other applicable legally protected characteristics.&lt;/em&gt;&lt;/div&gt;
&lt;/div&gt;

Engineering

Senior Software Engineer

&lt;div class=&quot;section page-centered&quot;&gt;
&lt;div&gt;Engineering at Vise has the unique opportunity to use technology to revolutionize the investment industry. Team members are given ownership and trust with the understanding that they are supported by industry experts and together can build a best-in-class product. We are a small and fast-paced team where everyone has a voice in the development of our product and technology.&lt;/div&gt;
&lt;div&gt;
&lt;p&gt;As a software engineer on Vise’s Investment Engineering team you will contribute to building a world class investment management platform. Your day to day focus will be on forming requirements, communicating and iterating on design tradeoffs, shipping code and supporting that can be used to &lt;span class=&quot;notion-enable-hover&quot; data-token-index=&quot;1&quot;&gt;build&lt;/span&gt;,&lt;span class=&quot;notion-enable-hover&quot; data-token-index=&quot;3&quot;&gt; manage &lt;/span&gt;and&lt;span class=&quot;notion-enable-hover&quot; data-token-index=&quot;5&quot;&gt; explain&lt;/span&gt; thousands of individual portfolios. And you’ll do this using modern, cloud native technologies alongside experienced teammates in research, trading and financial operations. This is a high visibility technical leadership role with a tremendous opportunity to impact the company’s trajectory.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;What you will own&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Lead the implementation of the systems that power and scale our business&lt;/li&gt;
&lt;li&gt;Uncover and address system bottlenecks as we mature our tech stack&lt;/li&gt;
&lt;li&gt;Partner with the Product team to provide impactful, measurable and testable solutions for our customers&lt;/li&gt;
&lt;li&gt;When appropriate, coach and mentor engineers on best practices&lt;/li&gt;
&lt;li&gt;Advocate for best in class technology and tooling to improve the development experience&lt;/li&gt;
&lt;li&gt;Contribute to operational excellence&lt;/li&gt;
&lt;/ul&gt;
&lt;h4&gt;What you’ll bring day one:&lt;/h4&gt;
&lt;ul&gt;
&lt;li&gt;5+ years of hands on software development experience&lt;/li&gt;
&lt;li&gt;Prior work experience with financial data, investment tools and/or markets&lt;/li&gt;
&lt;li&gt;Experience with cloud platforms (e.g. AWS/Azure/GCP), container frameworks (e.g. docker), orchestration (e.g. k8s) and tools like terraform are a great plus.&lt;/li&gt;
&lt;li&gt;Operational excellence: you design repeatable processes, you can run through a five why’s analysis and you take into account how your work product will respond to change over time.&lt;/li&gt;
&lt;li&gt;Commercial delivery: you ask questions until you understand the why behind a project and can effectively focus on what will move the needle the most for Vise’s business.&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;These would be great to have, but we’re sure you can learn this on the job here&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Prior work experience with financial data, investment tools and/or markets&amp;nbsp;&lt;/li&gt;
&lt;li&gt;Programming in Typescript and using Redux frameworks&lt;/li&gt;
&lt;li&gt;Familiarity with Airflow or an equivalent pipeline management system.&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;Our stack:&lt;/strong&gt;&amp;nbsp;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Python, Postgres, Express, TypeScript, Node, React, Redux, and AWS&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;Through the internal and market data Vise has collected, we expect the salary range for this position to be $200,000 - $230,000 per year, plus a competitive equity package. Your actual compensation will be determined based on your skills, qualifications, and experience. In addition, Vise offers a wide range of comprehensive and inclusive employee benefits. To learn more about Benefits go&amp;nbsp;&lt;a href=&quot;https://px.sequoia.com/vise&quot;&gt;here&lt;/a&gt;&lt;/p&gt;
&lt;p&gt;&amp;nbsp;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;About Us&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today&#39;s world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology. Embracing this trend, Vise is leading the charge to bring this level of personalization to how we invest. Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer personalized and automated portfolios. By harnessing the power of AI, Vise enables financial advisors to create tailored investment strategies that cater to each client&#39;s unique financial needs and goals.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Financial advisors are at the heart of this transformation, as their relationships with clients are essential to understanding and meeting each client&#39;s unique financial needs. With Vise, advisors can focus on nurturing these relationships instead of spending time building and managing portfolios. Our platform empowers advisors to create institutional-grade, personalized portfolios, automate their management, and explain valuable insights that enhance their expertise and service to clients. Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor&#39;s behalf; Vise charges an AUM fee for its services.&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Our exceptional New York team comprises world-class Ph.D. quants, investment researchers, and engineers with experience at industry-leading firms like Citadel, Blackrock, Stripe, and Stanford. Combining top financial and engineering talent, we pride ourselves on delivering products faster and understanding our customers&#39; needs better than anyone else in the market. Vise has garnered the support of prominent venture capital firms, raising over $130M from Sequoia Capital and Founders Fund, among others.&lt;/span&gt;&lt;/p&gt;
&lt;/div&gt;
&lt;div&gt;&lt;em&gt;Vise celebrates and embraces diversity and is committed to building a team that represents a variety of experiences, backgrounds, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, gender identity, gender expression, sexual orientation, non-disqualifying physical or mental disability, national origin, veteran status, or other applicable legally protected characteristics.&lt;/em&gt;&lt;/div&gt;
&lt;/div&gt;

Software Engineer - Investment Engineering

Looking for a new career opportunity? Check out our Careers page and explore the various job openings we have available. We are always looking for talented individuals to join our team and help us achieve our goals. From entry-level positions to management roles, we offer a range of opportunities for candidates of all levels of experience.

Vise is where technology and financial innovators converge to build the future of financial freedom.


There are no mistakes here. Only opportunities to learn.

We’re united by what makes each of us unique.

The section subtitle

There’s no one like you—and that’s the whole point. We encourage you to lean into what makes you one-of-a-kind.


### — Johnathan Anderson, Engineering



You’ll have runway to grow, a strong sense of ownership, and ample opportunity to make a huge impact.


Comprehensive health plans

401(k) savings plan + company match

Flexible PTO

Paid parental leave 

Lifestyle and well-being benefits

Flexible hybrid work policy

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Benefits

We make our customers’ experience a top priority and continually seek to understand and exceed their evolving expectations. 

We are customer obsessed.

We understand that setting incremental and achievable goals results in compounded growth—improving 1% every day means we’re 3,700% better by the end of the year.

We get 1% better every day.

We are all-in and dedicated to our mission, with no other options in sight—our success demands a relentless, unyielding focus on the goal ahead.

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There are no mistakes here. Only opportunities to learn.

We’re united by what makes each of us unique.

— Johnathan Anderson, Engineering

Benefits

The values that guide us

We are customer obsessed.

We get 1% better every day.

We burn the boats.

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