Viseai
Business Operations Lead
New York, NY
Sponsorship not specified$140k-$175kDetected 188 days ago
Project ManagementFinancial ModelingExcelLeadershipCommunication
About the role
- 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.
- In today's world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology.
Responsibilities
- 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.
- Access to investment management and free financial advice from one of our partner RIA firms
Requirements
- 4-5 years experience in investment banking, private equity, management consulting, or similar analytical roles.
- Degree from a top university
- strong academic track record.
- Demonstrated project management experience with a track record of driving initiatives from start to finish.
- 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.
- Comfortable working in a fast-paced, high-ownership environment with shifting priorities.
Skills
- Prepare materials for executive meetings, investor updates, enterprise clients, and strategic planning.
- Conduct deep analysis of internal data to generate actionable insights and recommendations.
- Serve as a cross-functional connector, ensuring teams are aligned and executing efficiently.
- Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer personalized and automated portfolios.
Compensation
- Support company-wide initiatives including annual planning, KPI tracking, and resource allocation.
Benefits
- Competitive salary and equity
- Unlimited PTO and great benefits, including $1 medical insurance
This listing is sourced directly from Viseai's careers page and normalized into a canonical job model.