---
title: 'Technology Operations Lead at Vise'
canonical: 'https://feeny.ai/job/technology-operations-lead-vise-new-york-qbanmf05akk6'
type: 'job'
last_seen: '2026-09-04'
---

# Technology Operations Lead at Vise

- **Company:** Vise
- **Location:** New York, NY
- **Posted:** 2026-04-16
- **Last confirmed live:** 2026-09-04
- **Apply:** https://job-boards.greenhouse.io/viseai/jobs/7703594003

## Job description

Job Description

Vise is looking for a curious, driven, and tech-savvy Technology Operations Lead to join our growing team. This is a dynamic, cross-functional role that blends IT support, cybersecurity awareness, facilities coordination, and project planning — all with a forward-looking focus on artificial intelligence and emerging technology.

If you're someone who gets excited about new tools, loves solving problems, and wants to grow alongside a team that's embracing the future of work, we want to hear from you. This role is onsite in NYC, in our SoHo office.

What you bring on day one:

- 2-4 years of experience in a relevant role such as IT Support Specialist, cybersecurity, SOC Analyst, Systems Administrator, or similar
- Foundational knowledge of networking, hardware, and operating systems
- Basic understanding of cybersecurity principles and best practices
- Strong communication skills and a collaborative, team-first attitude
- Experience with or strong interest in AI tools (e.g., ChatGPT, Copilot, automation platforms)
- Exposure to project coordination or ticketing systems (e.g., Jira, ServiceNow, Asana)
- Familiarity with cloud platforms (AWS, Azure, or Google Cloud)

What you will own:

- IT & Technical Support
- Provide day-to-day technical support for hardware, software, and network infrastructure
- Maintain and troubleshoot workstations, peripherals, and office technology systems
- Manage user accounts, access controls, and software licensing
- Cybersecurity
- Assist in monitoring systems for potential security threats or vulnerabilities
- Support compliance efforts and help enforce security policies and best practices
- Participate in security awareness initiatives across the organization
- Facilities & Technology Infrastructure
- Support office builds, moves, or expansions from a technology perspective
- Manage hardware inventory and asset lifecycle
- Maintain hardware infrastructure in meeting rooms and office
- AI & Emerging Technology
- Stay current on AI tools, automation platforms, and emerging tech trends
- Identify opportunities to integrate AI-powered solutions into daily workflows
- Assist in evaluating, piloting, and rolling out new technology tools across the organization
- Share knowledge and best practices with team members to promote a tech-forward culture
- Project Planning & Coordination
- Support technology projects from planning through completion, including timelines, task tracking, and stakeholder communication
- Document processes, configurations, and project outcomes
- Collaborate cross-functionally with operations, leadership, and external vendors

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

## About Vise

Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today's world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology. Embracing this trend, Vise is leading the charge to bring this level of personalization to how we invest. Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer personalized and automated portfolios. By harnessing the power of AI, Vise enables financial advisors to create tailored investment strategies that cater to each client's unique financial needs and goals.

Financial advisors are at the heart of this transformation, as their relationships with clients are essential to understanding and meeting each client's unique financial needs. With Vise, advisors can focus on nurturing these relationships instead of spending time building and managing portfolios. Our platform empowers advisors to create institutional-grade, personalized portfolios, automate their management, and explain valuable insights that enhance their expertise and service to clients. Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor's behalf; Vise charges an AUM fee for its services.

Our exceptional New York team comprises world-class Ph.D. quants, investment researchers, and engineers with experience at industry-leading firms like Citadel, Blackrock, Stripe, and Stanford. Combining top financial and engineering talent, we pride ourselves on delivering products faster and understanding our customers' needs better than anyone else in the market. Vise has garnered the support of prominent venture capital firms, raising over $130M from Sequoia Capital and Founders Fund, among others.

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

- [Administrative & Office Assistant](https://feeny.ai/job/administrative-office-assistant-vise-new-york-e1x48knbg9yb) — New York, NY
- [Compliance Officer](https://feeny.ai/job/compliance-officer-vise-new-york-3vm7fy7qyhc0) — New York, NY
- [Business Operations Lead](https://feeny.ai/job/business-operations-lead-vise-new-york-jrm3mvtv9f30) — New York, NY
- [Senior Investment Strategist](https://feeny.ai/job/senior-investment-strategist-vise-new-york-ty972kdyvh8r) — New York, NY
- [Senior Client Portfolio Manager](https://feeny.ai/job/senior-client-portfolio-manager-vise-new-york-gg8jsxyrqxvv) — New York, NY
- [Accounting Lead](https://feeny.ai/job/accounting-lead-vise-new-york-hyj74qv4wny7) — 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
- [Senior Software Engineer](https://feeny.ai/job/senior-software-engineer-vise-new-york-det069vvcj5n) — New York, NY