Vise

Business Operations Lead

Vise • $140K — $175K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4-5 years experience in investment banking, private equity, management consulting, or similar analytical roles.
  • Degree from a top university with a strong academic record.
  • Exceptional analytical skills with mastery of Excel/Sheets and strong financial modeling skills.
  • Strong business judgment and ability to build structure from ambiguity.
  • Excellent communication skills to synthesize complex information for diverse audiences.
  • Demonstrated project management experience with a proven track record.
  • Comfortable working in a fast-paced, high-ownership environment with shifting priorities.

Responsibilities

  • Own strategic and operational projects from concept to execution across the company.
  • Build financial models, dashboards, and frameworks for leadership decision-making.
  • Partner with GTM and Product teams to manage enterprise relationships effectively.
  • Identify operational bottlenecks and lead improvements across workflows.
  • Prepare materials for executive meetings, investor updates, and strategic planning.
  • Conduct deep analysis of internal data to provide actionable insights and recommendations.
  • Support company-wide initiatives, including annual planning, KPI tracking, and resource allocation.

Benefits

  • Opportunity to make a significant impact at a hyper-growth fintech startup.
  • Unlimited PTO and comprehensive 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 partner RIA firms.
  • Paid lunches at the NYC office.
  • Career growth and development opportunities.
Full Job Description
We're hiring a Business Operations Lead to drive high-impact, cross-functional initiatives that support Vise's next stage of growth. This is a highly analytical and strategic role for someone who can break down ambiguous problems, build structure, and execute with speed and precision.

You'll partner closely with our co-founders, GTM leadership, and product teams to develop insights, improve operational efficiency, and help Vise scale across enterprise relationships. This is an ideal opportunity for someone with a top-tier finance background who wants to move into a dynamic, high-ownership startup environment.

This role is onsite in NYC, in our SoHo office.
What you bring on day one:
  • 4-5 years experience in investment banking, private equity, management consulting, or similar analytical roles.
  • Degree from a top university; strong academic track record.
  • Exceptional analytical skills with mastery of Excel/Sheets and strong familiarity with financial modeling.
  • Strong business judgment and ability to build structure from ambiguity.
  • Excellent communication skills-can synthesize complex information for different audiences.
  • Demonstrated project management experience with a track record of driving initiatives from start to finish.
  • Comfortable working in a fast-paced, high-ownership environment with shifting priorities.
What you will own:
  • Own strategic and operational projects across the company, from concept to execution (e.g., enterprise client onboarding, pricing, product readiness, operational scaling).
  • Build financial models, dashboards, and frameworks that drive decision-making for leadership.
  • Partner with the GTM and Product teams to structure, support, and manage enterprise relationships.
  • Identify operational bottlenecks and lead process improvements across workflows and teams.
  • Prepare materials for executive meetings, investor updates, enterprise clients, and strategic planning.
  • Conduct deep analysis of internal data to generate actionable insights and recommendations.
  • Support company-wide initiatives including annual planning, KPI tracking, and resource allocation.
  • Serve as a cross-functional connector, ensuring teams are aligned and executing efficiently.

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

Through the internal and market data Vise has collected, we expect the salary range for this position to be $140,000 - $175,000 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.

About Vise

Vise is a technology company that provides investment management solutions for financial advisors. The company's platform uses artificial intelligence and machine learning to create customized investment portfolios for financial advisors and their clients. Vise's technology is designed to help financial advisors save time and improve their investment performance. The company was founded in 2016 and is headquartered in New York, New York.
Learn more about Vise
Size
100 employees
Industry

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