Director of Data Product Management, CAIS
$200-285k
Alternative investment platform
Open for applications
Alternative investment platform
201-500 employees
Open for applications
$200-285k
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 an exceptional communicator with strong attention to detail and time management skills
- They bring creativity, flexibility, and the drive to consistently deliver mission-critical projects under tight timelines and competing priorities
- Bachelor's degree in Computer Science, Engineering, Data Science, Business, or a related field; an advanced degree (MBA, MS) is preferred
- 10+ years of experience in product management, with at least 5 years focused on data products or data-driven solutions
- Proven ability to lead cross-functional teams and to manage product management teams, with exceptional people management skills focused on mentorship and development required
- Strong understanding of data technologies, analytics platforms, machine learning, and big data environments; familiarity with tools like SQL, Python, or similar is a plus
- Previous financial services experience required (Alternative Investments or Wealth Management space strongly preferred); prior experience working in a 2-sided digital marketplace a plus
- Excellent verbal and written communication skills, with the ability to articulate complex technical concepts to non-technical audiences
- Strong analytical and problem-solving skills, with the proven ability to make data-driven decisions
- Deep understanding of customer needs, with a proven ability to deliver products that meet and exceed customer expectations
- Experience with requirements tracking tools such as Jira, Confluence, or an equivalent, and/or experience working with Agile methodologies
- Scrum Master, Agile, and PMP certification preferred
- Ability to thrive in a fast-paced, dynamic environment with a focus on innovation and continuous improvement
What the job involves
- We are seeking a Director of Data Product Management to join our growing Product Management team at CAIS
- Reporting directly to the Chief Product Officer, this role will collaborate with the Technology, Data, and Product Teams to define the vision, objectives, and strategic roadmap for product execution
- This is a unique opportunity to make a significant impact by driving change and transformation in our rapidly growing and evolving industry
- Develop and execute a comprehensive data product strategy that aligns with the company’s overall business goals and market trends
- Define and communicate the vision and roadmap for data products, ensuring they meet customer needs and deliver measurable value to the business
- Act as the key liaison between technical teams (engineering, data science, analytics) and business stakeholders to ensure successful product delivery
- Gather, prioritize, and translate product and customer requirements into detailed product specifications and actionable features, ensuring alignment with company strategy
- Oversee the entire product lifecycle from concept through launch and beyond, ensuring timely delivery, quality, and performance of data products
- Leverage data and analytics to inform product decisions, measure performance, and optimize user experiences
- Conduct market research and competitive analysis to identify opportunities for innovation and differentiation
- Build, mentor, and manage a high-performing team of data product managers, fostering a culture of innovation, continuous improvement, and accountability
- Communicate effectively with senior leadership and other stakeholders, providing regular updates on product performance, roadmap progress, and strategic initiatives
- Stay current with emerging technologies, tools, and trends in data product management to drive ongoing innovation
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
Articles
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 4 more jobs at CAIS