Chief of Staff at Vise

| Greater NYC Area
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Vise is an investment management platform built for financial advisors. Founded in 2016, Vise gives advisors the tools and technology they need to grow their business and help clients achieve their goals. By empowering advisors, Vise advances its mission of creating financial freedom for everyone. Vise is backed by Sequoia Capital, Founders Fund, Bond Capital and Ribbit Capital, and recently completed a Series C funding round.

We are looking for a Chief of Staff that will play an integral role in helping steer the organization’s most important initiatives with efficiency while maintaining the operational aspects of the business, owning processes and projects to ensure strategic objectives are met. This role will report to our Co-founder, and will be responsible for leading and managing a variety of strategic projects that will be critical to how Vise scales. 

Our office is located in One World Trade in NYC. Our office is open at limited capacity with strict contact tracing and protocols for anyone who chooses to go in. We will continue to be remote-optional until September 30, 2021. We will monitor Covid-19 trends to ensure the safety of our employees.

What you will own
  • Represent the perspective and values of our founder across the organization and before external clients
  • Lead strategic programs cross functionally to support our ambitious goals
  • Steer alignment around setting strategy, forming a plan with clear goals and asks, executing and monitoring progress.
  • Identify issues across the organization and create initiatives to solve them. 
  • Deliver cost/benefit and risk analyses, identify dependencies and push prioritization discussions to ensure people leadership is making informed, aligned decisions and commitments.
  • Partner across different functions in the company on key initiatives
  • Manage presentation material for leadership and board meetings
What you will bring on Day 1
  • 4+  years of experience at top-tier management consulting firm or financial services firm
  • Proven ability to track, prioritize, and steer multiple concurrent projects to success using data to track progress along the way.
  • Excellent written and verbal communication skills;; ability to work well with executives, and able to manage and influence across multiple levels and multiple functions of an organization
  • Entrepreneurial, with high tolerance for ambiguity and complexity, and efficient with limited resources.
  • Proven experience designing and leading strategic planning at a hyper-growth company.
  • Financial experience and ability to create budgets, models, etc.
  • Understands and can anticipate the needs of the leadership team and the wider organization.
  • Highest level of integrity and management of confidential information.
  • Action oriented with excellent work ethic and initiative.

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.

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Technology we use

  • Engineering
    • AWS (Amazon Web Services)Languages
    • GolangLanguages
    • JavascriptLanguages
    • PythonLanguages
    • SqlLanguages
    • ReactLibraries
    • ReduxLibraries
    • Node.jsFrameworks
    • PostgreSQLDatabases

Location

Historical area near the water. Our office has sweeping north, west, and east views!

An Insider's view of Vise

What are some social events your company does?

We have biweekly All Hands on Thursdays, which can include really exciting special guests from investors to interesting people who have revolutionized industries. We also hold bi-weekly virtual happy hours with themes, lunches + snacks for people coming into the office, and ad hoc surprises to keep it fun.

Su

Recruiting Lead

What are Vise Perks + Benefits

Vise Benefits Overview

One of Vise's top priorities is maintaining the health and wellbeing of our employees and their families. We offer a robust and comprehensive program with multiple health insurance options, dental, vision, free One Medical Membership, and more.

Culture
Friends outside of work
Eat lunch together
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Highly diverse management team
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
Company Equity
Employees should feel like owners of the company and linked to our success, so everyone is offered stock options.
Child Care & Parental Leave Benefits
Remote Work Program
Vacation & Time Off Benefits
Unlimited Vacation Policy
Perks & Discounts
Casual Dress
Commuter Benefits
Free Daily Meals
Stocked Kitchen
Happy Hours
Professional Development Benefits
Job Training & Conferences
Diversity Program
Online course subscriptions available
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