User Researcher, CAIS
$120-145k
+ A performance bonus
Alternative investment platform
Be an early applicant
Alternative investment platform
201-500 employees
Be an early applicant
$120-145k
+ A 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
- The ideal candidate is an exceptional communicator who excels in leading structured conversations, gathering themes, and educating others across the firm
- They must also bring focus and influence to help establish the research discipline and integrate it into the firm’s culture
- 4+ years of experience preferred (however, please apply if you have education and/or work experience that you can demonstrate contributes to your ability to succeed in this role.)
- Demonstrated ability of translating wide spanning conservations into high level insights and actionable next steps
- Experience in B2B finance, with financial advisors or asset managers
- Ability to produce polished deliverables at a standard of craft
- Fluency across a range of research methodologies, including but not limited to user interviews, focus groups, card sorts and usability testing
- A portfolio of work that showcases mixed research methods
- Solid understanding of industry standards, best practices & trends
- Proficiency in distilling insights for data-heavy interfaces, including interactive charts, complex tables, or financial reporting tools
- Resourceful self-starter with a positive, can-do attitude
- Collaborative team player with high EQ and sense of empathy
- Excellent communication and presentation skills
What the job involves
- We are looking for a User Researcher to join our growing team
- Historically, product designers have been responsible for conducting research within their verticals
- In this first of its kind individual contributor role, we are looking for a dedicated researcher who will work within the broader product and design organization to garner and distill insights from across our wealth management user base including financial advisors, client service associates, home offices, asset managers, bank issuers, and more
- While this role will be the only dedicated researcher at this time, the hire will sit within a product design team ranging in background and experience
- The user researcher will closely collaborate with product management, client services, and other field teams as well
- This role will be key to fostering planning across verticals that focused on a shared strategic experience vision
- Build upon current user personas, at the individual and firm level, to ensure product development is anchored by human centered design
- Expand and maintain detailed user journeys supported by data to highlight usability improvement opportunities
- Plan and execute on user research to inform product design with a focus on qualitative-leaning methodologies
- Recommend and apply appropriate research methodologies, introducing new methods as needed, while influencing the company’s culture to value and integrate user research
- Stand up a Research Ops framework that includes a research repository, participant database, standardized templates, repeatable processes, and continuous feedback loops
- Collaborate with product managers, designers, and stakeholders to integrate insights throughout the product lifecycle, leveraging strong interpersonal and coordination skills
- Manage research projects, ensuring timely and budget-conscious delivery, and demonstrate resourcefulness in participant recruitment
- Conduct usability testing for design validation and collect feedback post-product release to guide continuous improvement
- Present findings and actionable recommendations to senior stakeholders, fostering data-driven decision-making
- Take initiative to establish research operations, including training client-facing staff to perform simple research tasks
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.
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