Vice President of Corporate Strategy, CAIS
$140-195k
+ Performance bonus
Alternative investment platform
Open for applications
Alternative investment platform
201-500 employees
Open for applications
$140-195k
+ Performance bonus
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
- Strategic Thinker with Execution Focus – Ability to synthesize complex information, develop clear strategies, and execute with precision
- Strong Analytical & Financial Acumen – Skilled in market analysis, financial modeling, and business case development to drive data-informed decisions
- M&A Expertise – Demonstrated experience in corporate development, M&A transactions, due diligence, and post-merger integration
- Servant Leader & Influential Collaborator – Adept at aligning cross-functional teams, inspiring action, and driving consensus at all levels of the organization
- Excellent Communicator – Strong ability to articulate insights, frame compelling narratives, and present confidently to executive stakeholders
- Results-Driven Problem Solver – Demonstrated ability to manage ambiguity, prioritize competing priorities, and deliver measurable outcomes
- 7+ years of experience in a top-tier management consulting firm, corporate strategy, or investment banking with significant exposure to M&A transactions. Experience within alternative investments, platform solutions, or large-scale transformations strongly preferred
- Bachelor's degree in business, economics, finance, or a related discipline (MBA or advanced degree preferred)
- Highly specialized understanding of Alternative Investment accounting and operations
- Exceptional organizational and interpersonal skills with the ability to build strong relationships with executive stakeholders
- Proven track record of driving enterprise-wide strategic initiatives, market analysis, and business transformation within a fast-paced, high-growth environment
- Proficiency in Microsoft Suite (PowerPoint, Excel) with strong financial modeling and presentation skills
What the job involves
- The Corporate Strategy team at CAIS is a driving force behind business transformation, value creation, and scalable growth. Partnering with leadership, the team leads enterprise-wide initiatives, delivers actionable insights, and executes high-impact solutions from ideation to implementation
- As a Corporate Strategy VP, you will be a key architect of these efforts, working closely with senior leadership to define and execute strategic business priorities. This position requires a strong mix of analytical acumen, strategic vision, and leadership to identify market opportunities, drive organizational change, and create lasting impact
- Partner with executive leadership to define, assess, and implement firm-wide strategic priorities, ensuring alignment with CAIS’ long-term vision and business objectives
- Conduct in-depth industry research, assess market trends, and develop strategic recommendations to inform CAIS’ priorities and positioning within the alternative investment and independent wealth management landscape
- Structure and execute analyses to evaluate growth opportunities, operational efficiencies, and potential investments, leveraging data to support executive decision-making
- Identify, evaluate, and execute M&A opportunities, partnerships, and strategic investments that align with CAIS’ long-term growth objectives
- Lead financial modeling, due diligence, deal structuring, and post-merger integration efforts, working closely with internal and external stakeholders
- Work across cross-functional business units, including Investment Management, Product Management, Technology, Sales, Operations, and Client Service to translate strategy into execution, driving measurable business impact
- Collate and synthesize quantitative and qualitative insights and recommendations into compelling presentations for the executive team, Board of Directors, and external stakeholders
- Promote a results-driven mindset, challenging teams to develop actionable solutions that drive growth, efficiency, and competitive advantage
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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