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V

Business Operations Lead

ViseWealth Management company

New York, United States·$140,000 - $175,000·Lead

S

Sequoia Capital

Ribbit Capital

F

Founders Fund

Bling Capital

Bond

Allen & Company

Operations & Strategy

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About the role

TL;DR

Drive high-impact initiatives, build structure, and execute with speed and precision.

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Required skills

ExcelFinancial ModelingCommunicationProject Management

Domain expertise

fintech

Benefits & perks

equity, Unlimited PTO, great benefits, medical insurance, 401k plan, Paid lunches

Tech stack

ExcelSheets

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Details

Salary: $140,000 - $175,000
Level: Lead
Experience: 4-5 years
Work type: onsite
Posted: 2026-05-14

Company snapshot

Wealth Management company

Vise is a technology-powered asset manager and AI-driven investment management platform. It helps financial advisors build, manage, and explain personalized portfolios at scale, specifically targeting RIAs and enterprise RIAs.

Category: Wealth Management
Stage: Series C
Employees: 45
HQ: New York, United States
Founded: 2016
Funding: $172M

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Business Operations Lead at Vise — New York