Talent Network
Definitive HealthcareSalary not specified
Full Time
Entry Level & New Grad
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Asset Management, FinTech, Artificial IntelligenceIndustries
Requirements
- Not Specified
Responsibilities
- Not Specified
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
Is this position remote?
Yes, the position is remote.
What is the salary for this role?
This information is not specified in the job description.
What skills or experience are required to join the Vise Talent Network?
This information is not specified in the job description.
What is the company culture like at Vise?
Vise celebrates and embraces diversity and is committed to building a team that represents a variety of experiences, backgrounds, and skills, with a New York team of world-class Ph.D. quants, investment researchers, and engineers from leading firms.
How do I join the Vise Talent Network?
Join the Vise Talent Network if you're interested in what Vise is building but don't see a fitting role or aren't ready to move; they'll keep you updated on new roles matching your experience for faster connection.
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.
Related Jobs
RemoteRemoteShift5 Talent Pool!
Shift5Salary not specified
- Internship
- Entry Level & New Grad
RemoteFuture Opportunities
BerlinRosenSalary not specified
- Internship
- Entry Level & New Grad
RemoteInspire11 Talent Network
Inspire11Salary not specified
- Full Time
- Entry Level & New Grad, Mid-level (3 to 4 years), Senior (5 to 8 years), Expert & Leadership (9+ years)
RemoteSenior Network Performance Professional
HumanaSalary not specified
RemoteTalent Community
SignifydSalary not specified
RemoteRevenue Opportunities
GroqSalary not specified
- Full Time
- Entry Level & New Grad, Junior (1 to 2 years), Mid-level (3 to 4 years)