Teams at Vise

Lead recruiting and sourcing efforts across open searches, serving as the primary candidate contact and Greenhouse administrator. Source and screen candidates, coordinate interviews, maintain an organized recruiting process, partner with hiring managers on search needs, and support headcount planning, onboarding, and compliance with the People Team.

Support financial advisor clients through account onboarding, portfolio implementation, trading workflows, custodian activity, client communications, reporting, billing, and issue resolution. Coordinate with Engagement Management, Trading, Investment Strategy, Finance, and Marketing teams while maintaining accurate systems and documentation. The role also contributes to process improvements and special projects that improve the client experience.

Supports and improves Vise’s investment adviser compliance program through monitoring, testing, reporting, regulatory filings, communications review, policy updates, training, recordkeeping, and examination support. The role works with the CLO, third-party consultants, and cross-functional teams to maintain SEC compliance, review marketing materials, support client and advisor onboarding, respond to inquiries, and stay current on regulations and enforcement developments.