Corporate Strategy Vice President, CAIS
$140.5-195.8k
+ Performance bonus
Alternative investment platform
Job no longer available
Alternative investment platform
501-1000 employees
Job no longer available
$140.5-195.8k
+ Performance bonus
501-1000 employees
Company mission
To democratise access for independent financial advisors by breaking down barriers that prevent them from connecting with experienced alternative asset managers.
Role
Who you are
- 6-10 years of experience in a top tier management consulting environment with experience driving large-scale transformations, and a history of excellent client service (core consulting skills are critically important in this role)
- Depth in a particular industry vertical is a plus (e.g. Alternatives products and funds, RIAs, independent wealth managers, and family offices etc)
- Strong organizational skills and an analytic mindset. Must be able to understand and employ a variety of analytical tools to study markets and market segments, develop frameworks and hypotheses, quantify strategic options, and assess their effectiveness
- Strong servant leadership qualities with the ability to harness cross-functional teams in order to deliver against business objectives
- Advanced communication and presentation skills. Ability to synthesize the team’s work into recommendations for presentation to C-level audience and deliver oral and written reports to executive committees
- Strong analytical skills, solid business acumen and problem-solving ability. High capacity for strategic/end-to-end thinking
- Proven experience developing business cases, managing the end-to-end product lifecycle, determining the product vision and roadmap, delivering strong customer experiences, and managing stakeholder interactions
- Intellectual curiosity, coupled with a drive to figure things out, get things done, and have an impact at the organizational level
- Excellent multi-tasking skills. Must be able to track multiple deliverables and priorities, and seamlessly shift gears to address new developments and issues as they emerge
- History of building credibility and relationships with leaders, technical and non-technical people to align on strategy, inspire stakeholders, and execute on a day-to-day basis. The ability to work with and lead multi-disciplinary teams will be vital to success
- 6+ years of experience in a management consulting role within financial services; strategy experience within the alternatives space, platforms solutions and/or large scale transformations strongly preferred
- Bachelor's degree in business, economics, finance, or a related discipline required
- Highly specialized understanding of Alternative Investment accounting and operations
- Exceptional organizational and interpersonal skills
- Impeccable written and verbal communication skills
- Self-starter who takes initiative and learns quickly in a fast-paced environment
- Client-first mentality with ability to manage and anticipate, client expectations and requests
- Strong commitment to continuous professional development and improvement of the team
- Excellent working knowledge of Microsoft Suite (Powerpoint, Excel)
What the job involves
- The Corporate strategy team is at the forefront of CAIS business leadership initiatives, serving as a key driver of value creation. As a Corporate Strategy team member at CAIS, you can expect to work alongside cross-functional leaders to drive strategic initiatives, contribute expertise, synthesize recommendations, and re-orient analysis, as necessary
- In addition, you will contribute to CAIS intellectual capital in the alternative space, defining industry thinking, and helping build CAIS’s brand as a leader in the industry. We deliver high value creation, challenge ourselves to create tangible content and recommendations, not simply presentations or ideas
- We are focused on insights, impact, and innovation to help the business take action to scale and execute more efficiently. We foster a diverse, inclusive, and collaborative environment that emphasizes problem solving, leadership, communication, and technical skills, creating opportunities for team members to learn and grow
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 utilising 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 digitising 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
We don't have enough data yet to provide salary benchmarks for this role.
Submit your salary to help other candidates with crowdsourced salary estimates.
Share this job
View 3 more jobs at CAIS