CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes. CAIS also delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS supports over 50,000 advisors who oversee more than $6 trillion in network assets.
We are seeking a highly motivated, organized, and strategic leader to join our growing Platform Solutions & Operations team as a Fund Onboarding Vice President. In this leadership role, you will oversee fund onboarding processes, guiding a team to work effectively with cross-functional leaders across Technology, Operations, CAIS IQ, Marketing, Investment Product, Sales, and Relationship Management. Our ideal candidate is an accomplished leader with a proven track record of managing complex projects within the financial services industry. You thrive in fast-paced environments, exhibit exceptional attention to detail, and balance multiple priorities seamlessly. You are a proactive, solutions-oriented collaborator, capable of fostering a high-performing team while driving innovation and efficiency.
This position offers a unique opportunity to lead impactful initiatives, significantly contributing to CAIS’s growth and client success by delivering innovative product onboarding solutions and advancing process improvements across the organization.
Responsibilities
- Lead end-to-end project management from initiation to completion, aligning team efforts with client and business objectives.
- Mentor and manage a team of project managers, fostering a collaborative and results-driven environment.
- Serve as the primary client liaison, advising on priorities, balancing client needs with resources, and maintaining clear communication.
- Collaborate with internal teams and clients to define project scope, develop strategic solutions, and oversee pre-trade, trade, and post-trade requirements for smooth product onboarding.
- Identify areas for operational enhancement, lead automation initiatives, and ensure technical resolutions are efficiently managed.
- Partner with the sales and relationship management teams to provide pre-sales expertise and tailor onboarding solutions to client requirements.
- Maintain accurate and up-to-date project tracking using tools like Confluence, SharePoint, and Airtable, ensuring team adherence to deadlines.
- Develop and implement best practices for team performance and client satisfaction.
Requirements
- Minimum 6+ years in project management or operations within financial services, with demonstrated leadership experience.
- Bachelor’s degree in Business, Economics, Finance, or a related field.
- Proven ability to lead, mentor, and develop a team, driving collaborative and high-impact results.
- Strong critical thinking and problem-solving skills with the ability to adapt quickly in dynamic environments.
- Proficient in project management tools (e.g., Airtable, Jira, Asana) and the Microsoft Suite.
- Excellent interpersonal and communication skills, capable of articulating complex ideas to diverse audiences.
- Commitment to continuous learning and fostering a culture of development within the team.
CAIS is consistently recognized as a Best Place to Work, and our culture is at the heart of our success. We are committed to fostering an inclusive environment where employees can be their most authentic selves and feel inspired and supported to bring their voice forward to drive community, growth, and innovation. We are an equal opportunity employer, and do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. Learn more about our culture, benefits, and people at https://www.caisgroup.com/our-company/careers.
CAIS’ compensation package includes a market competitive salary, a performance bonus, and exceptional benefits. If you are located in New York, New York, the base salary range for this role is $135,000 - $165,000. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location.
CAIS offers a comprehensive benefits package that includes generously subsidized healthcare with 100% employer paid dental and vision insurance, an employer matched retirement plan, wellness programs, and generous PTO and parental leave. Additionally, CAIS offers a flexible, hybrid in-office model; for most roles, we do not require a minimum number of days in office per week. For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/our-company/careers.
