Partner Relationship Manager, CAIS
Fund Managers and Administrators, Vice President
$135-150k
+ Performance Bonus
Alternative investment platform
Be an early applicant
Alternative investment platform
201-500 employees
Be an early applicant
$135-150k
+ Performance Bonus
201-500 employees
Company mission
To democratize access for independent financial advisors by breaking down barriers that prevent them from connecting with experienced alternative asset managers.
Role
Who you are
- The ideal candidate thrives in a fast-paced, entrepreneurial environment, excels at cross-functional collaboration, and has a proven ability to streamline processes and lead complex projects within the financial services industry
- Bachelor’s degree in economics, finance, or a related discipline
- 5+ years of client service, project management, or fund operations experience at a fund or financial services firm
- Experience in alternative investments required
- Strong understanding and experience with administrators, TA's, custodians
- Solid understanding of systems integration in the financial services ecosystem
- Strong relationship management orientation with the ability to manage multiple competing priorities
- Advanced working knowledge of Microsoft Office
- Exemplary oral, written, and interpersonal communication skills
- Organized, motivated, able to work independently
- FINRA Registrations Series 7, 63 nice to have
What the job involves
- We are seeking a Vice President to join our Platform Solutions & Operations team
- This high-impact role involves managing key partner relationships, providing white-glove service, and driving partner success across all transaction phases
- With strong attention to detail, exceptional multitasking skills, and a proactive, problem-solving mindset, this individual will play a pivotal role in shaping partner relationships and contributing to the growth of our dynamic firm in the alternative investment space
- Cultivate and deepen partner relationships, individually and with team collaboration
- Ensure partner satisfaction by identifying needs, offering value-added feedback, and delivering exceptional service
- Serve as the primary contact for high-priority partner requests and initiatives, ensuring adherence to service-level expectations
- Proactively communicate relationship and project updates to internal stakeholders and document interactions for alignment
- Build strong relationships across CAIS lines of business partnering to improve pre-trade, trade, and post-trade processing, resolve issues, and implement integrations and best practices
- Serve as the primary expert on partner operating model, integration, and nuances related to partner workflows and relationships with firms and other partners
- Collaborate with internal and external project managers to implement strategies, resolve issues, and meet partner needs
- Develop deep knowledge of the CAIS platform, investment products, and services to guide adoption and provide partner support
- Communicate CAIS value including platform's capabilities, operational efficiencies, technology integrations, and benefits to drive revenue growth
- Support the rollout of platform enhancements, ensuring partner-directed documentation, communication, and effective training and integration if required
- Conduct platform demonstrations and highlight new features for clients
- Identify and implement automation and process improvements to enhance partner experience
- Monitor partner integration adoption and usage activity; providing reporting to partners as needed including insights to drive improvements
- Oversee integration support requests during testing and post-launch to ensure partner satisfaction and internal viability
- Plan, manage, and execute projects from inception to completion with minimal supervision
- Scope and define business requirements, translating them into technical, process, and resource needs
- Monitor project risks, escalate constraints, and develop mitigation strategies with stakeholders
- Maintain project tracking tools and resources, including Confluence, SharePoint, and Airtable
- Provide executive-level updates and concise reporting
- Support business development by engaging with clients and participating in pre-sales activities
- Partner with internal teams to secure new opportunities and provide domain expertise during client discussions
- Develop sales-oriented materials including consulting on the art of possible, how CAIS interfaces work, workflow best practices and definition of the best fit solution based on joint priorities
- Stay informed on firm initiatives, platform growth, and industry trends to offer expert guidance
- Act as a subject matter expert for partner integration, onboarding and ongoing servicing capabilities
- Contribute to creating training materials, user guides, and case studies for partner success stories
- Network across functions and adapt communication to align with firm-wide objectives
Our take
Financial advisors often face challenges in accessing education and alternative investment funds due to the absence of an integrated platform for discovering these opportunities. This gap can hinder their ability to offer clients diverse investment options and make informed decisions.
CAIS addresses this need by providing an online marketplace that facilitates direct communication between financial advisors and asset managers regarding alternative investments. The platform sources expert advice across various sectors, including hedge funds, private equity, credit, real estate, and digital assets, allowing advisors to access valuable insights and opportunities.
With thousands of financial advisors utilizing its services, CAIS oversees more than $1.2T in assets. The company has partnered with major custodians like Fidelity and Schwab, collectively managing over $6T in assets for more than 15,000 advisors. Following substantial funding and achieving unicorn status in 2022, CAIS is now focused on advancing its technology, enhancing customer experiences, and digitizing product operations for both fund managers and financial advisors
Kirsty
Company Specialist at Welcome to the Jungle
Insights
17% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Apr 2022
$100m
LATE VC
Jan 2022
$225m
SERIES C
Total funding: $395m
Company benefits
- Healthcare & wellness: We offer highly subsidized medical, dental, vision plan options, and monthly reimbursements to support your lifestyle outside of work
- Coverage Waiver Allowance: Have benefits through another source? Receive a monthly allowance for waiving coverage
- Voluntary benefits: Enjoy discounted pricing on virtual marketplace retail benefits, pet insurance, legal, identity theft, critical illness, hospital coverage, and additional life and AD&D insurance
- Paid parental leave: New parents receive up to 16 weeks of fully paid leave
- Flexible PTO: Take the time you need in coordination with your team and manager. Plus, enjoy nine paid holidays throughout the year
- 401(k) matching: Participate in a comprehensive 401(k) plan with a 4% match
- Free Food: Take advantage of our in-office lunch program and a fully stocked kitchen
- Team events: Join our monthly happy hours, team building activities, and other events to ensure we stay connected
Company HQ
Midtown East, New York, NY
Leadership
Matt Brown
(Founder & CEO)Previously the Founder and Managing Principal at Brown Simpson Asset Management for 5 years and Managing Director at Fairfield Greenwich Group for 3 years.
Salary benchmarks
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