Fund Onboarding Vice President, CAIS

• 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
• 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

• 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
• 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
• 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

• 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.