Product Manager, CAIS
Alternative investment platform
Open for applications
Alternative investment platform
201-500 employees
Open for applications
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 is passionate about using creativity to solve complex problems within the wealth management industry for user groups including independent financial advisors and asset managers
- Bachelor’s degree
- 4+ years of relevant experience or 2+ years with master’s degree - financial services industry required (alternative investments and/or wealth management strongly preferred), experience with developing portfolio analytics or management tools a plus
- Understanding and interest in market trends, customer needs, and competitive dynamics of independent wealth management and alternative investments
- Proficiency in requirements tracking tools (e.g., Jira, Confluence) and agile methodologies, familiarity with t-shirt sizing and other early estimation frameworks
- Demonstrated experience in product launches, managing complex programs, and delivering critical projects
- Resourceful self-starter with a positive, flexible, can-do attitude
- Collaborative team player with high EQ and sense of empathy balanced with an ownership mentality
- Excellent communication and presentation skills, with the ability to facilitate meetings and workshops both within and across firms
What the job involves
- We are looking for a product manager to join our growing team
- This is an individual contributor role working within a portfolio of product managers that report into the group PM of alternative investments
- This role will be pivotal in simplifying the process of managing, analyzing, and trading alternative investment products, likely focusing on a given lifecycle stage (product discovery, trade execution, post-trade management) in part, while also ensuring seamless connectivity across the larger user journey
- The product manager will work closely with one or more product ‘squads’ of engineers and designers, as well as stakeholders across multiple teams, including investments, sales, client services, operations, and marketing to identify product opportunities, coordinate design and development plans, and manage delivery timelines
- In addition to serving as a product manager focused on alternative investments, this role joins a broader product team ranging in background and experience
- While each product manager ‘owns’ their product area and often works end to end, PMs are held accountable to standard deliverables (PRDs, JIRA boards / tickets, etc.), plan as a team, and work towards a shared strategic product experience vision
- Other product areas include structured investments, data, and core experience
- CAIS is largely a desktop first, web-based application, with select mobile first and/or React Native experiences
- In partnership with design, gather quantitative and qualitative insights through market research, user interviews, and analytics tools
- In partnership with design and engineering, leverage discovery findings to create compelling cases in support of what problems to solve, potential solutions, and execution strategies
- Distill findings into epics with the audience, purpose, and goals articulated, including KPIs and correlation to firm level OKRs
- Meet with stakeholders and management for input on and prioritization of specific features as well as periodic reviews of a larger product strategy
- Manage day to day operations of one or more products, running key ceremonies such as standups, refinements, and retrospectives
- Create tickets and project plans for in-flight work to ensure transparency on delivery timelines and clarity in execution
- Provide updates and demonstrations to clients and the broader organization throughout the build and in preparation of go-to-market
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.
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