Vise · 1 day ago
Business Operations Lead
New York, NY
Full-time
Onsite
Mid, Senior Level
$140K/yr - $175K/yr
4+ years expViseai is an artificial intelligence powered asset management platform designed for financial advisors. They are seeking a Business Operations Lead to drive strategic initiatives, improve operational efficiency, and support the company's growth by partnering with leadership and product teams.
Artificial Intelligence (AI)Financial ServicesFinTechInsuranceInsurTech
Responsibilities
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
Qualification
Required
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
Benefits
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
Company
Vise
Vise is an AI-driven investment management platform for financial advisors.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$128MKey Investors
Ribbit CapitalSequoia Capital
2021-05-18Series C· $65M
2020-12-15Series B· $45M
2020-05-12Series A· $14.5M
Leadership Team
Samir Vasavada
Co-Founder & CEO
Zoran Basich
Head Of Content
Recent News
2025-12-17
Sourcery
2025-08-03
GlobalFinTechSeries
2025-07-31
Company data provided by crunchbase