Job description

We’re hiring a Business Operations Lead to drive high-impact, cross-functional initiatives that support Vise’s next stage of growth. This is a highly analytical and strategic role for someone who can break down ambiguous problems, build structure, and execute with speed and precision. You’ll partner closely with our co-founders, GTM leadership, and product teams to develop insights, improve operational efficiency, and help Vise scale across enterprise relationships. This is an ideal opportunity for someone with a top-tier finance background who wants to move into a dynamic, high-ownership startup environment. This role is onsite in NYC, in our SoHo office. What you bring on day one: 4–5 years experience in investment banking, private equity, management consulting, or similar analytical roles. Degree from a top university; strong academic track record. Exceptional analytical skills with mastery of Excel/Sheets and strong familiarity with financial modeling. Strong business judgment and ability to build structure from ambiguity. Excellent communication skills—can synthesize complex information for different audiences. Demonstrated project management experience with a track record of driving initiatives from start to finish. Comfortable working in a fast-paced, high-ownership environment with shifting priorities. What you will own: Own strategic and operational projects across the company, from concept to execution (e.g., enterprise client onboarding, pricing, product readiness, operational scaling). Build financial models, dashboards, and frameworks that drive decision-making for leadership. Partner with the GTM and Product teams to structure, support, and manage enterprise relationships. Identify operational bottlenecks and lead process improvements across workflows and teams. Prepare materials for executive meetings, investor updates, enterprise clients, and strategic planning. Conduct deep analysis of internal data to generate actionable insights and recommendations. Support company-wide initiatives including annual planning, KPI tracking, and resource allocation. Serve as a cross-functional connector, ensuring teams are aligned and executing efficiently. Why join Vise: Opportunity to make a significant impact at a hyper-growth fintech start-up Competitive salary and equity Unlimited PTO and great benefits, including $1 medical insurance 401k plan with generous matching and self-directed brokerage account option Access to investment management and free financial advice from one of our partner RIA firms Paid lunches at our NYC office Career growth and development opportunities Through the internal and market data Vise has collected, we expect the salary range for this position to be $140,000 - $175,000 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. About Vise: Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today'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's unique financial needs and goals. Financial advisors are at the heart of this transformation, as their relationships with clients are essential to understanding and meeting each client'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's behalf; Vise charges an AUM fee for its services. 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' 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. 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.

Requirements

Must-haves

This role is onsite in NYC, in our SoHo office.
4–5 years experience in investment banking, private equity, management consulting, or similar analytical roles.
Degree from a top university; strong academic track record.
Exceptional analytical skills with mastery of Excel/Sheets and strong familiarity with financial modeling.
Strong business judgment and ability to build structure from ambiguity.
Excellent communication skills—can synthesize complex information for different audiences.
Demonstrated project management experience with a track record of driving initiatives from start to finish.
Comfortable working in a fast-paced, high-ownership environment with shifting priorities.
Own strategic and operational projects across the company, from concept to execution (e.g., enterprise client onboarding, pricing, product readiness, operational scaling).
Build financial models, dashboards, and frameworks that drive decision-making for leadership.
Partner with the GTM and Product teams to structure, support, and manage enterprise relationships.
Identify operational bottlenecks and lead process improvements across workflows and teams.
Prepare materials for executive meetings, investor updates, enterprise clients, and strategic planning.
Conduct deep analysis of internal data to generate actionable insights and recommendations.
Support company-wide initiatives including annual planning, KPI tracking, and resource allocation.
Serve as a cross-functional connector, ensuring teams are aligned and executing efficiently.
Opportunity to make a significant impact at a hyper-growth fintech start-up
Competitive salary and equity
Access to investment management and free financial advice from one of our partner RIA firms
Paid lunches at our NYC office
Career growth and development opportunities

Nice-to-haves

None flagged.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

Platform: greenhouse
Effort: quick

Benefits

Benefits detected in the listing.

401k

Pto