Fund Onboarding Vice President, CAIS
$135-150k
+ A Performance bonus
Alternative investment platform
Open for applications
Alternative investment platform
201-500 employees
Open for applications
$135-150k
+ 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
- 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
What the job involves
- 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
- 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
- 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
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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