Partner Relationship Manager, CAIS

• 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

• 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

• 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

Total funding: $395m

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.