Director of Information Technology at Vise

New York, New York, United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial ServicesIndustries

Requirements

8–10+ years of progressive IT leadership experience, with 5+ years in financial services, fintech, or a related regulated industry
Deep understanding of how the various functions of a regulated financial services business operate (e.g. Compliance, Finance, Risk, Treasury, Audit, Outsourcing)
Expertise in scaling SaaS-based, Apple/macOS-first environments, including identity and access management, endpoint security, and compliance frameworks
Strong security-first mindset, with hands-on knowledge of modern protocols (SAML, OAuth, SCIM), email security standards (SPF, DKIM, DMARC), endpoint protection, and cloud platforms (AWS, Azure)
Proven experience driving SOC 2 readiness and audits, and aligning IT processes with industry regulations and compliance standards
Proven success in building and leading high-performing teams, managing vendors and budgets, and driving cross-functional collaboration in fast-paced environments
Technical acumen to partner with engineering and security teams, with proficiency in scripting (Python, Bash, etc.) and understanding of adversary tactics and security best practices
Track record of driving operational excellence at scale—balancing strategic vision with execution, favoring automation, and ensuring security, compliance, and risk reduction
Exceptional communication and leadership skills, with the ability to bring clarity to ambiguity, influence at the executive level, and act as a trusted thought partner to technical leaders

Responsibilities

Define and execute Vise’s corporate IT strategy, ensuring scalability, resilience, and security as the company grows
Oversee all corporate systems and infrastructure, including productivity tools, identity and access management, endpoint management, and office/network environments
Lead IT support operations, covering asset lifecycle, onboarding, distributed workforce support, and employee technology experience
Drive security and compliance initiatives, including SOC 2 readiness, risk management, and alignment with regulatory requirements; embed “secure by default” and “zero trust” principles into IT operations
Partner with Engineering, Legal, Compliance, and People Ops to ensure cross-functional alignment on security and regulatory priorities
Manage IT vendors, consultants, and budgets to optimize operational efficiency and security posture
Build, manage, and grow a high-performing IT team, providing mentorship, setting clear goals, and fostering professional development
Oversee and deliver key IT projects and programs, including infrastructure upgrades, office buildouts, and business continuity planning
Act as a strategic advisor to leadership on IT governance, emerging risks, and opportunities to leverage technology for business advantage

Skills

Python

Bash

SAML

OAuth

SCIM

SPF

DKIM

DMARC

AWS

Azure

SOC 2

macOS

Vise

AI platform for financial advisors' asset management

About Vise

Vise provides an asset management platform designed for financial advisors, helping them create and manage personalized investment portfolios for their clients. The platform uses artificial intelligence to automate tasks like portfolio rebalancing and risk assessment, allowing advisors to concentrate on building client relationships and making strategic decisions. Vise operates on a subscription-based model, making it accessible to both small and large advisory firms. This flexibility sets Vise apart from competitors, as it can cater to a diverse range of clients in the financial advisory sector. The company's goal is to enhance the efficiency of financial advisors, reduce their operational costs, and improve investment outcomes, ultimately aiming to shape the future of asset management.

New York City, New YorkHeadquarters

2016Year Founded

$123.1MTotal Funding

SERIES_CCompany Stage

Fintech, AI & Machine Learning, Financial ServicesIndustries

51-200Employees

Benefits

Comprehensive health plans

401(k) savings plan

Flexible PTO

Parental Leave

Wellness Reimbursement

Learning & Development

Risks

Loss of major clients like Manhattan West impacts revenue and reputation.

High employee turnover affects company morale and productivity.

Rapid fintech evolution may outpace Vise's current offerings, affecting competitiveness.

Differentiation

Vise automates investment management using AI, enhancing advisor-client relationships.

The platform offers personalized portfolios, reducing advisors' administrative tasks.

Vise's subscription model is scalable, catering to both small and large advisory firms.

Upsides

Growing demand for AI-driven personalized investment solutions boosts Vise's market potential.

Hybrid advisory models enhance Vise's value proposition by combining AI with human expertise.

Regulatory scrutiny on traditional practices drives adoption of AI-driven solutions like Vise.

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