Vise is a technology-powered asset manager, helping financial advisors build, manage, and explain personalized portfolios for their clients. Vise’s mission is to create financial freedom for all with a platform that allows all investors, regardless of age, net worth, or geography, to access personalized, automated, and intelligent investments across all asset classes. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. Vise has raised $128 million from investors like Sequoia, Ribbit Capital, and Founders Fund. We are based in New York, with a Hybrid Work Policy.

As a key member of the Vise team, our Marketing Lead is a true generalist, touching all aspects of the customer lifecycle and collaborating internally across all product and client facing teams. As the external voice for our customer obsession, you will be responsible for creating and improving a wide range of content, across a variety of audiences – from blog posts to webinars and podcasts and everything in between.  You can take technical, complex ideas and translate them in a way that deeply reverberates and resonates.  We are looking for someone who can dive deep into understanding financial advisors’ needs and get to know our products and competitive landscape like the back of your hand. The content will reinforce the company’s position as a category defining custom investments platform.

What you will own:

  • Developing and implementing the overall content strategy based on Vise’s goals and objectives
  • Empowering our sales team with playbooks, customer stories, and assets to help drive revenue
  • Help define and optimize our client lifecycles to enable segmentation, personalization and a data-driven marketing strategy.
  • Become an expert on our advisors. Understand and document our buyer’s process, including where they get information, and the who, what, when and why behind the decisions they make.
  • Collaborate cross-functionally to develop consistent messaging that resonates with our advisors and differentiates Vise across all channels.
  • Quarterback new product and feature launches by defining the audience types, product positioning, communication architecture, and launch plans.
  • Writing compelling copy for different collateral types and audiences
  • Creating and presenting information about products and the markets these products serve

What you bring on day one:

  • Exceptional written and verbal communication skills, and a demonstrated ability to create customer-facing content and messaging that resonates.
  • Passion for solving customer problems.
  • An obsession with data. You dig into data for your own analyses to make decisions and tie actions to business metrics.
  • An ability to move quickly. You can ruthlessly prioritize, compromise, ship quickly, and iterate.
  • Excellent organizational skills and experience managing cross-functional projects.
  • A love for both the big-picture and the details. You can think strategically to advance the company’s long-term vision, while zeroing in on the nitty gritty details of a specific campaign
  • Comfort with ambiguity. When the answer isn’t obvious, you know how to operate autonomously to take the next step.
  • Strong team player, willing and able to lead as well as step in, roll up your sleeves, and do the work
  • Expertise in, or ability to quickly learn tools such as Marketo and Salesforce.com
  • Passion for how technology is changing investment management and building the future of finance.

Through the internal and market data Vise has collected, we expect the salary range for this position to be $130,000 - $150,000 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. To learn more about Benefits go here

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.

Apply for this Job

* Required

resume chosen  
(File types: pdf, doc, docx, txt, rtf)


Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Vise’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.


Form CC-305

OMB Control Number 1250-0005

Expires 05/31/2023

Voluntary Self-Identification of Disability

Why are you being asked to complete this form?

We are a federal contractor or subcontractor required by law to provide equal employment opportunity to qualified people with disabilities. We are also required to measure our progress toward having at least 7% of our workforce be individuals with disabilities. To do this, we must ask applicants and employees if they have a disability or have ever had a disability. Because a person may become disabled at any time, we ask all of our employees to update their information at least every five years.

Identifying yourself as an individual with a disability is voluntary, and we hope that you will choose to do so. Your answer will be maintained confidentially and not be seen by selecting officials or anyone else involved in making personnel decisions. Completing the form will not negatively impact you in any way, regardless of whether you have self-identified in the past. For more information about this form or the equal employment obligations of federal contractors under Section 503 of the Rehabilitation Act, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

You are considered to have a disability if you have a physical or mental impairment or medical condition that substantially limits a major life activity, or if you have a history or record of such an impairment or medical condition.

Disabilities include, but are not limited to:

  • Autism
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, or HIV/AIDS
  • Blind or low vision
  • Cancer
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or hard of hearing
  • Depression or anxiety
  • Diabetes
  • Epilepsy
  • Gastrointestinal disorders, for example, Crohn's Disease, or irritable bowel syndrome
  • Intellectual disability
  • Missing limbs or partially missing limbs
  • Nervous system condition for example, migraine headaches, Parkinson’s disease, or Multiple sclerosis (MS)
  • Psychiatric condition, for example, bipolar disorder, schizophrenia, PTSD, or major depression

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.