Director of Strategic Partnerships, CAIS
$200-300k
Alternative investment platform
Open for applications
Alternative investment platform
201-500 employees
Open for applications
$200-300k
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
- This highly strategic role requires a commercial mindset and methodical approach to partner and deal management, rooted in mutually beneficial outcomes
- 15+ years of experience in strategic partnerships, business management, relationship management, or related roles
- Experience in Wealth Management or Alternative Investments and FinTech
- Proven track record in developing, negotiating, and maintaining successful business partnerships
- Outstanding presentation and communication skills with the ability to build trust and strategically manage and influence stakeholders
- Proven experience in leading, mentoring, and developing high-performing teams, fostering a culture of collaboration, innovation, and accountability
- Entrepreneurial approach to managing projects, with excellent problem-solving and analytical skills
- Experience in technical platform integration within the financial industry
- Excellent writing skills for producing detailed documentation and specifications
- Ability to work independently and collaboratively in a fast-paced, dynamic environment
- Strong analytical and problem-solving skills
What the job involves
- The Director of Strategic Partnerships will play a crucial role in identifying, creating, developing, and managing relationships with CAIS’ key ecosystem partners, including Custodians, TAMPs, Fund Administrators, and Reporting Providers
- Reporting directly to the COO, this role is responsible for executing joint initiatives designed to increase platform engagement, drive revenue, and improve the client experience
- You will craft partnership strategies that drive mutually beneficial outcomes and seek to enhance user experience by providing efficiencies and enhancements throughout the pre-trade, trade, and post-trade lifecycle
- As the primary contact for CAIS’ strategic partnerships, you will also drive go-to-market (GTM) and promotional strategies that educate prospective and existing users on partnership benefits
- You will collaborate closely with cross-functional teams, including product development, marketing, sales, and legal, to ensure successful partnership execution aligned with CAIS’ strategic objectives
- Identify and Develop Partnerships: Conduct market research to identify potential partners aligning with CAIS’ strategic goals and evaluate their financial and strategic value. Develop new, and deepen existing relationships with key partners, including custodians, reporting providers, fund administrators, and TAMPs
- Strategic Planning and Negotiation: Manage strategic planning, negotiation, and expansion with key partners, fostering commitment to shared goals. Identify partner stakeholders to champion CAIS’s value proposition and build alignment with their executive teams
- Partnership Execution and Management: Oversee CAIS’s strategic partnerships, acting as the primary liaison with ecosystem partners. Monitor partnership performance and impact, identifying growth opportunities within current partnerships
- Go-to-Market and Promotional Strategies: Leverage industry knowledge to craft partnership and GTM strategies that promote the relationship, drive platform engagement, adoption, and growth. Build promotional campaigns and collateral that leverage partnerships to expand revenue-driving opportunities
- Cross-functional Collaboration: Build strong internal relationships within CAIS, collaborating with cross-functional teams to implement new partnerships, integrate partner solutions into CAIS’ product offering, and ensure successful partnership execution aligned with CAIS’ strategic objectives
- Project & Stakeholder Management: Navigate and align with internal and external stakeholders to drive partnerships initiatives forward efficiently; ensuring seamless collaboration, clear communication, and timely execution of strategic priorities to achieve objectives
- Client Experience Enhancement: Seek to improve user experience by providing efficiencies and enhancements throughout the pre-trade, trade, and post-trade lifecycle
- Market Research and Competitive Analysis: Conduct market research to understand the competitive landscape and maintain CAIS’s industry leadership
- Reporting and Recommendations: Provide regular reports to senior management on partnership status, performance, and strategic recommendations
- Client Presentations and Reports: Create client presentations and reports for recurring and ad hoc requests
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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