--- title: 'Content Writer at Vise' canonical: 'https://feeny.ai/job/content-writer-vise-new-york-9twyydpy61pg' type: 'job' last_seen: '2026-11-06' --- # Content Writer at Vise - **Company:** Vise - **Location:** New York, NY - **Posted:** 2026-11-05 - **Last confirmed live:** 2026-11-06 - **Apply:** https://job-boards.greenhouse.io/viseai/jobs/8196285003 ## Job description ## About Vise Vise is the AI investment platform for firms that want to scale. One platform builds, manages and explains a personalized portfolio for every client, across all asset classes and designed for better tax outcomes. Samir Vasavada and Runik Mehrotra founded Vise in 2016 on a bet against the robo-advisor: clients want a person to talk to about their money. The real problem was that advisors had to choose between a generic portfolio for many clients and a bespoke one for a few. Vise exists so every advisor can give every client the bespoke version. Today hundreds of wealth firms run $152B+ in platform assets on Vise, from independent RIAs to enterprise firms like Wealth Enhancement and NewEdge, alongside asset managers like BlackRock and Dimensional. We're based in New York at 521 Broadway. ## The role We're hiring a Content Writer to own what Vise says and how it sounds, across our brand channels, sales collateral, website and executives' voices. You'll write most of it yourself and build the system that lets us publish more of it without losing quality. Our founders and leaders have strong points of view on where wealth management is going. Our product team ships constantly, and our clients include some of the largest wealth firms in the country. The stories are there. We need someone who can turn them into writing that advisors actually read, at a steady weekly cadence, in voices that sound unmistakably like the people posting. This is a writer's role first. You'll sit in marketing, work daily with our founders, investment team and product team, and use AI throughout your workflow to research, draft and edit faster. ## What you'll do - Write for our executives. Draft LinkedIn and X posts for our co-heads Samir and Runik and other leaders, each in their own voice. You'll learn how each of them thinks well enough that your drafts need only light edits. - Run the weekly social engine. Scan industry news every week, pick the stories that matter to advisors, and turn them into posts for the Vise brand and our executives. Keep a queue of evergreen posts ready. - Write long-form. Blog posts, product launch announcements, research write-ups and our client newsletter. Take a technical topic like daily tax-loss harvesting or a long-short strategy and make it clear to a busy advisor. - Tell client stories. Interview advisors at firms on Vise and turn what they built into case studies with a clear thesis, a real quote and a result. - Write for sales and the website. Own the copy in our collateral: one-pagers, pitch decks, product sheets, case study PDFs, event materials, email campaigns and website pages. Work with sales and client teams to learn which questions advisors ask most, and make sure every piece answers them. - Make content visual. Brief and produce charts, short videos and graphics with design, so posts lead with something worth stopping for. - Partner with compliance. We're an SEC-registered adviser, so marketing claims need care. You'll learn the rules and write copy that clears review without going flat. - Own the system. Keep our voice guides, content calendar and AI writing workflows current, and track what's working so each month is better than the last. ## What you bring - 1–2+ years writing professionally, in B2B marketing, financial media, journalism or ghostwriting - A portfolio that shows range: short social posts, long-form pieces and at least one example written in someone else's voice - Comfort with financial topics. You don't need to be a CFA, but you're curious about how portfolios, taxes and the wealth management business work, and you ask good questions until you understand them - Speed with judgment. You can turn a breaking news story into a sharp post the same morning, and you know when something isn't good enough to ship - Daily use of AI writing tools, with your own opinions about where they help and where they make writing worse - Clear, low-ego collaboration with senior executives who will push back on your drafts ## Nice to have - Experience in wealth management, fintech or at an RIA - Experience writing under financial marketing compliance rules - Video scripting or editing Through the internal and market data Vise has collected, we expect the salary range for this position to be $70,000 - $95,000 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. ## 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 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. ## About Vise ## Core Business - **Primary industry**: Asset Management / FinTech - **Target customers**: B2B – Registered Investment Advisors (RIAs), enterprise wealth firms, and asset managers - **Mission or purpose**: To provide advisors with an all-in-one operating system for wealth management that automates portfolio operations and delivers personalized, tax-efficient investment strategies. ## Products & Services - **Vise Platform (SaaS)**: All-in-one operating system for wealth management, including: - **Portfolio Management & Rebalancing**: Automated trade execution, household-level rebalancing, and model management. - **Tax Management**: Daily tax-loss harvesting, direct indexing (single-stock level), box spreads for liquidity, and fixed-income laddering. - **Reporting & Client Insights**: AI-powered client reporting, risk tolerance analysis, and real-time market commentary. - **Model Marketplace**: Partnerships with BlackRock, DFA, and Alpha Architect for distribution of leading investment models. ## Market Standing - **Valuation/Market Cap**: Not disclosed (latest deal: Later Stage VC, May 2021) - **Key Metric**: Total funding raised: **$126M** (across multiple rounds including Series A, B, C); Platform Assets: **$99.02B+** as of June 1, 2026; Accounts: **135K+** - **Notable Investors/Partners**: BlackRock, DFA, Alpha Architect (model partners); 48 total investors including venture capital firms (specific names not provided in sources). - **Growth Signals**: Platform assets grew to $99B+; headcount of 176 employees (PitchBook); claims to add 3.15% more after-tax return per year on a $4.2M portfolio; $150M+ books transitioned in three-week sprints. ## Competitive Advantages - **AI-driven personalization**: Automates portfolio construction using individual securities (not ETFs) for tax optimization and customization. - **Tax alpha generation**: Multi-layer tax-loss harvesting across equities, fixed income, and options (130/30, 200/100 strategies) in a single account. - **Direct indexing at scale**: Own underlying index components with personalized restrictions, values, and concentrated positions. - **Enterprise-grade platform**: Purpose-built for RIAs and large wealth firms, with seamless custodian transitions and model distribution. ## Strategic Focus - **Scaling the platform**: Expanding fixed-income and options capabilities, deepening partnerships with asset managers, and serving enterprise RIAs with custom model distribution. - **Operational efficiency**: Reducing advisor time spent on portfolio operations (40% of time) through automation and AI-powered insights. - **Tax innovation**: Continuing to build tax-optimization features (box spreads, direct indexing, household-level rebalancing) as a core differentiator. ## Why Work Here - **Culture**: Described as a place where employees get "a mission and the room to run" – no playbook, high ownership. Examples include team members launching 6 features in one quarter or onboarding $2B in AUM within a year. - **Location**: Based in New York, NY (521 Broadway); all current open positions listed in New York City. - **Perks/Engineering Culture**: Emphasis on attitude and values over specific tech stack (can learn stack in a week). Notable recent hires include quantitative engineers, senior software engineers, and product designers. - **Growth trajectory**: Rapidly scaling platform assets ($99B+) and headcount (176 employees) suggest strong momentum for career growth. ## Sources 1. [Vise Official Website](https://vise.com) 2. [Vise Careers Page](https://vise.com/careers) 3. [Vise Job Board (Greenhouse)](https://boards.greenhouse.io/viseai) 4. [PitchBook Company Profile](https://pitchbook.com/profiles/company/233863-48) 5. [LinkedIn Company Page](https://www.linkedin.com/company/viseinc) ## Other roles at Vise - [Engagement Manager](https://feeny.ai/job/engagement-manager-vise-new-york-dqzwskjthwp0) — New York, NY - [Technology Operations Lead](https://feeny.ai/job/technology-operations-lead-vise-new-york-qbanmf05akk6) — New York, NY - [Compliance Officer](https://feeny.ai/job/compliance-officer-vise-new-york-3vm7fy7qyhc0) — New York, NY - [Senior Investment Strategist](https://feeny.ai/job/senior-investment-strategist-vise-new-york-ty972kdyvh8r) — New York, NY - [Engagement Lead - Core Sales](https://feeny.ai/job/engagement-lead-core-sales-vise-new-york-qjds3n8faa7j) — New York, NY - [Accounting Lead](https://feeny.ai/job/accounting-lead-vise-new-york-hyj74qv4wny7) — New York, NY - [Senior Client Success Associate](https://feeny.ai/job/senior-client-success-associate-vise-new-york-r1mfv507mt88) — New York, NY - [Talent Acquisition Lead](https://feeny.ai/job/talent-acquisition-lead-vise-new-york-ec7vr6s89jps) — New York, NY - [Quantitative Engineer](https://feeny.ai/job/quantitative-engineer-vise-new-york-wt9f92fbn2pw) — New York, NY - [Senior Product Designer](https://feeny.ai/job/senior-product-designer-vise-new-york-8ybp016vxcym) — New York, NY