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 driven, organized, and inquisitive team member to join our growing Platform Solutions & Operations team as a Firm Delivery Manager leading delivery of new FinTech capabilities to and with clients and partners. This role will work closely with many cross-functional leaders spanning Technology, Operations, CAIS IQ, Marketing, Investment Product, Sales, and Relationship Management. Qualified applicants have a proven track record for leading complex projects within the financial services industry. They thrive in fast-paced environments, have uncanny attention to detail, and can juggle competing priorities without letting anything slip through the cracks. They are creative, entrepreneurial problem solvers, and are pro-active, service-oriented collaborators.

Responsibilities:

  • Engage clients and partners to secure new business opportunities, leveraging expertise to lead solution discussions and sales-oriented presentations.
  • Manage complex, high-priority projects from initiation to completion with minimal supervision, translating business requirements into technical solutions.
  • Collaborate across teams, influencing decisions, and ensuring alignment with company strategy and goals.
  • Proactively identify and mitigate project risks, manage resources, and communicate status updates to executive stakeholders.
  • Enhance systems and processes by developing reusable templates, playbooks, and delivery management tools.
  • Mentor junior team members and provide guidance on project timelines, deliverables, and utilization.
  • Create client and partner-facing collateral in partnership with Platform Product Management, Marketing, and Strategy teams.
  • Manage technology requests and oversee issue resolution, sharing expertise on CAIS platform and custom solutions.
  • Scope solutions projects, including development of business requirements and translation to technical needs, demonstrating advanced critical thinking and solutioning capabilities.
  • Independently drive pre-sales engagement, offering technical subject matter expertise and recommending strategic solutions that align with company objectives.

Qualifications:

  • 10+ years of experience in project management or operations within financial services, with prior experience in a small to mid-sized firm or startup environment preferred.
  • Bachelor’s degree in business, economics, finance, or a related discipline required.
  • Strong critical thinking and team-based problem-solving skills; a self-starter who takes initiative and adapts quickly in fast-paced environments.
  • Proficiency with project management tools such as Jira, Asana, Monday, or similar applications, and excellent working knowledge of Microsoft Suite.
  • Exceptional organizational, interpersonal, and relationship management skills, with impeccable written and verbal communication abilities.
  • Strong commitment to continuous professional development and improving team performance, with comfort in learning new technologies as needed.

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 $160,000 - $205,000. 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. 

 

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