CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes. CAIS also delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS supports over 50,000 advisors who oversee more than $6 trillion in network assets.
We are seeking a highly driven, organized, and inquisitive team member to join our growing Platform Solutions & Operations team as a Fund Onboarding Vice President. This role will focus on fund onboarding and requires close collaboration with cross-functional leaders across Technology, Operations, CAIS IQ, Marketing, Investment Product, Sales, and Relationship Management. Our ideal candidate has a proven track record of leading complex projects within the financial services industry, thrives in fast-paced environments, has uncanny attention to detail, and can juggle competing priorities with ease. They are creative, entrepreneurial problem solvers who are proactive, service-oriented collaborators.
This position offers a unique opportunity to make a significant impact on CAIS’s growth and the success of our clients by delivering innovative product onboarding solutions and driving process improvements across the organization.
Responsibilities
- Lead end-to-end project delivery from initiation to completion with minimal supervision, ensuring alignment with client and business objectives.
- Collaborate with clients and internal teams to define project scope, develop strategic solutions, and oversee pre-trade, trade, and post-trade requirements for seamless product onboarding.
- Act as the client liaison, advising on priorities, balancing needs with resources, and managing project documentation to ensure effective tracking and communication.
- Develop in-depth knowledge of CAIS’s products and platform capabilities, staying informed about current functionalities and upcoming enhancements.
- Identify opportunities for process improvements, overseeing requests for automation, configuration, and technical resolutions.
- Support business development efforts, offering expertise during pre-sales to tailor solutions for client needs.
- Maintain project tracking tools and other internal and external resources, including Confluence, SharePoint, and Airtable, to ensure deadlines are met.
Requirements
- 6+ years of experience in project management or operations within financial services.
- Bachelor’s degree in Business, Economics, Finance, or a related field.
- Strong critical thinking, problem-solving, and relationship management skills with an ability to adapt quickly in dynamic environments.
- Proficiency with project management tools (e.g., Airtable, Jira, Asana) and Microsoft Suite.
- Effective communicator with a commitment to continuous learning and professional development.
CAIS is consistently recognized as a Best Place to Work, and our culture is at the heart of our success. We are committed to fostering an inclusive environment where employees can be their most authentic selves and feel inspired and supported to bring their voice forward to drive community, growth, and innovation. We are an equal opportunity employer, and do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. Learn more about our culture, benefits, and people at https://www.caisgroup.com/our-company/careers.
CAIS offers a comprehensive benefits package that includes generously subsidized healthcare with 100% employer paid dental and vision insurance, an employer matched retirement plan, wellness programs, and generous PTO and parental leave. Additionally, CAIS offers a flexible, hybrid in-office model; for most roles, we do not require a minimum number of days in office per week. For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/our-company/careers.
