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 Platform Solutions 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 of 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 proactive, service-oriented collaborators.  

 

Responsibilities 

Drive planning, monitoring and management of new projects from initiation to completion with minimal supervision  Scope projects including development of business requirements and translation to technical, process, and people needs During discovery phase of project, responsible for outlining scope, “solutioning,” and -developing business requirements. Serve as a branch between client and internal stakeholders (interpreting what client wants to achieve, and day 1 requirements for pre-trade, trade, post-trade).   Become an expert on CAIS business lines (e.g. marketplace, solutions, advisors) and CAIS investment products Become a subject matter expert in current CAIS tech functionality, what is coming in the tech enhancement pipeline, and what would require true development.    Know what other clients are asking for and help them to determine priorities and what to consult them away from. Consult with clients in the moment, provide recommendations for scope/solutions.   Predict and manage resources needed to meet business requirements, achieve stakeholder objectives and ensure satisfaction with little oversight from manager or project sponsor. People and client relationship management within project Escalate resource constraints to supervisor, and seek their support engaging resources Maintain project tracking tools and other internal and external resources, including Confluence, SharePoint, and Airtable, to ensure deadlines are met   Identify risks to project deliverable and partner with management and key stakeholders to plan mitigation efforts. Work with manager to come up with mitigation strategies, coordinating stakeholders and managing execution. Effectively and proactively communicate project status to stakeholders and manage expectations with executive level management. Partner with mentor / coach on approach for managing up. Maintain, circulate and file accurate, detailed notes including next steps/follow-ups during client calls Draft executive level updates / translate notes for executive audience on behalf of supervisor Networks with key contacts outside area of expertise. Adapts style and uses persuasion in delivering messages that relate to the wider firm business. May be accountable through team for delivery of tactical business targets. Work alongside Platform Product Management, Marketing and/or Strategy to create client and partner facing collateral on new solutions.  Collect and define content to be included in training and self-service materials (integration / user guides), detailed platform experience for similar clients as well as broader wins / lessons learned to be used in future sales discussions.   Identify opportunities to automate, streamline or enhance existing processes. Submit and oversee resolution of technology and operations requests including configuration, enhancements, and break-fix issues according to client specifications during the testing process and immediately following launch, with minimal supervision Engage with clients and/or partners in collaboration with Sales, Marketing, Client Service, and Relationship Managers to propose and secure new strategic business opportunities Support business development lead with client prospects/calls or prospective partner firms related to solutions that focus on your domain expertise Draft sales-oriented presentations geared toward specific client needs Engage in pre-sales sales support activity (art of possible, how API works, define best solution) based on priorities and as assigned via direction from leadership 

Qualifications 

Must have exceptional critical thinking and team-based problem-solving skills. Self-starter who takes initiative, learns quickly in a fast-paced environment and will implement new methods to improve ways of working. 6+ years of experience in project management / operations within financial services Bachelor’s degree in business, economics, finance, or a related discipline required Experience with project management applications such as Airtable, Jira, Asana, Monday or similar planning and tracking applications. Exceptional organizational and interpersonal skills Impeccable written and verbal communication skills Strong commitment to continuous professional development and improvement of the team Excellent relationship management aptitude and attitude Excellent working knowledge of Microsoft Suite and comfort learning new application/tech as needed   Prior experience in a small to mid-sized firm or startup environment preferred  

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 - $150,000. 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.