Business Operations Lead
Position Summary & 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. 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
Key Role Competencies & Evaluation Highlights
Assesses rapid product execution, modern AI/ML stack fluency, and the ability to simplify complex financial tech for advisors.
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