VISE Inc
Executive Assistant - Fintech Founders
VISE Inc, New York, New York, us, 10261
We are looking for an experienced Executive Assistant to directly support and partner with both of Vise's Founders, ensuring their time is maximized amongst a range of competing priorities. You will be directly responsible for calendaring and scheduling, meeting preparation, travel and logistics, as well as general administrative support. This role is primarily onsite, working from our SoHo office.
What you will own
Calendar Management:
Build and maintain an understanding of priorities to effectively optimize the Founders' time and prioritize commitments, while resolving all scheduling conflictsMeeting Preparation:
Support the execution of internal and external meetings, prepare and distribute materials, and ensure proper coordination of logistics among attendeesCreate prep materials for meetings to ensure the Founders are well-prepared and informed on necessary context and participants involved; assist Founders by following up on tasks and/or action items resulting from meetingsTravel and Logistics:
Plan and organize domestic and international travel itineraries and process expense reportsAdministrative Support:
Assist the Founders in managing projects and deadlines, as well as implementing processes to improve efficiencyPartner with People Team to plan and organize corporate and social team events; including team off-sites, happy hours and dinnersWhat you bring on day one
2-5 years experience directly supporting executive leader(s) in an EA or Chief of Staff capacityExperience working as an admin in tech or a start-up environmentExcellent organizational, time management, and critical-thinking skills; the ability to multitask, manage complex schedules, and navigate a fast-paced environment is essentialHigh emotional intelligence and ability to diplomatically navigate complex situationsExcellent 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 organizationUnparalleled attention to detail and drive to take the initiative, with the professionalism to interact with employees and key external partners.Entrepreneurial, with high tolerance for ambiguity and complexity, and efficient with limited resourcesUnderstands and can anticipate the needs of the leadership team and the wider organizationHighest level of integrity and management of confidential informationAction oriented with excellent work ethic and initiativeTechnically savvy and proficiency with a broad suite of software tools, including Google Workspace, Slack and ZoomThrough the internal and market data Vise has collected, we expect the salary range for this position to be $90,000 - $115,000 per year and 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-upCompetitive salary and equityUnlimited PTO and great benefits, including $1 medical insurance401k plan with generous matching and self-directed brokerage account optionAccess to investment management and free financial advice from one of our partner RIA firmsPaid lunches at our NYC officeCareer growth and development opportunities
About Us:
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.
What you will own
Calendar Management:
Build and maintain an understanding of priorities to effectively optimize the Founders' time and prioritize commitments, while resolving all scheduling conflictsMeeting Preparation:
Support the execution of internal and external meetings, prepare and distribute materials, and ensure proper coordination of logistics among attendeesCreate prep materials for meetings to ensure the Founders are well-prepared and informed on necessary context and participants involved; assist Founders by following up on tasks and/or action items resulting from meetingsTravel and Logistics:
Plan and organize domestic and international travel itineraries and process expense reportsAdministrative Support:
Assist the Founders in managing projects and deadlines, as well as implementing processes to improve efficiencyPartner with People Team to plan and organize corporate and social team events; including team off-sites, happy hours and dinnersWhat you bring on day one
2-5 years experience directly supporting executive leader(s) in an EA or Chief of Staff capacityExperience working as an admin in tech or a start-up environmentExcellent organizational, time management, and critical-thinking skills; the ability to multitask, manage complex schedules, and navigate a fast-paced environment is essentialHigh emotional intelligence and ability to diplomatically navigate complex situationsExcellent 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 organizationUnparalleled attention to detail and drive to take the initiative, with the professionalism to interact with employees and key external partners.Entrepreneurial, with high tolerance for ambiguity and complexity, and efficient with limited resourcesUnderstands and can anticipate the needs of the leadership team and the wider organizationHighest level of integrity and management of confidential informationAction oriented with excellent work ethic and initiativeTechnically savvy and proficiency with a broad suite of software tools, including Google Workspace, Slack and ZoomThrough the internal and market data Vise has collected, we expect the salary range for this position to be $90,000 - $115,000 per year and 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-upCompetitive salary and equityUnlimited PTO and great benefits, including $1 medical insurance401k plan with generous matching and self-directed brokerage account optionAccess to investment management and free financial advice from one of our partner RIA firmsPaid lunches at our NYC officeCareer growth and development opportunities
About Us:
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.