{"jobs":[{"absolute_url":"https://job-boards.greenhouse.io/cais/jobs/8377538002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":6344755002,"location":{"name":"New York City"},"metadata":[{"id":10321054002,"name":"Functional Role Title","value":"Advisor Services Associate - RIA Channel","value_type":"long_text"}],"id":8377538002,"updated_at":"2026-04-13T06:37:01-04:00","requisition_id":"252","title":"Advisor Services Analyst/Associate","company_name":"CAIS","first_published":"2026-01-27T14:37:13-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW215963804 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW215963804 BCX0\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW215963804 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW215963804 BCX0\u0026quot;\u0026gt; \u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW215963804 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW215963804 BCX0\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW215963804 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW215963804 BCX0\u0026quot;\u0026gt; \u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW215963804 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW215963804 BCX0\u0026quot;\u0026gt;CAIS supports over 50,000 advisors who oversee more than \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun AdvancedProofingIssueV2Themed SCXW215963804 BCX0\u0026quot;\u0026gt;$6 trillion\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW215963804 BCX0\u0026quot;\u0026gt;\u0026amp;nbsp;in network assets. \u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP SCXW215963804 BCX0\u0026quot; data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335557856\u0026amp;quot;:16777215,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;We are seeking a driven, forward-thinking Advisor Services Analyst/Associate to join our growing Client Service team in New York City. This role is designed for someone who believes exceptional service is built through \u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;deep client understanding, strong operational fundamentals, and smart use of technology\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;. You will work directly with advisors while also helping transform recurring client needs into scalable, automated workflows that reduce manual effort and improve consistency.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335559738\u0026amp;quot;:240,\u0026amp;quot;335559739\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;This is not a purely reactive service role. You will be expected to think like an operator—identifying\u0026amp;nbsp;friction, designing better processes, and partnering with Product and Technology to continuously\u0026amp;nbsp;shape and\u0026amp;nbsp;evolve how\u0026amp;nbsp;exceptional\u0026amp;nbsp;service is delivered at\u0026amp;nbsp;scale.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335559738\u0026amp;quot;:240,\u0026amp;quot;335559739\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;heading 3\u0026quot;\u0026gt;Responsibilities:\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134245418\u0026amp;quot;:true,\u0026amp;quot;134245529\u0026amp;quot;:true,\u0026amp;quot;335559738\u0026amp;quot;:160,\u0026amp;quot;335559739\u0026amp;quot;:80}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Client Service \u0026amp;amp; Advisory Support\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134245418\u0026amp;quot;:true,\u0026amp;quot;134245529\u0026amp;quot;:true}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;4\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Serve as a primary point of contact for\u0026amp;nbsp;financial\u0026amp;nbsp;advisors and their teams, supporting transactions across the alternative investment lifecycle, including subscriptions, transfers, capital calls, AML/KYC, redemptions, fund closings, and other complex service needs.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;4\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;Guide advisors through the CAIS platform with clarity and confidence, with a goal of empowering client autonomy.\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;4\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;Build trusted relationships by developing a strong understanding of advisor workflows, business models, and operational challenges.\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;4\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;Act as a subject matter expert on CAIS offerings and platform functionality, including leading demos and participating in onboarding sessions.\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;4\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;Collaborate with internal teams (Legal, Finance, Sales, Operations, and Technology) to resolve client needs efficiently and improve end-to-end workflows.\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335559738\u0026amp;quot;:240,\u0026amp;quot;335559739\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Operations, Automation \u0026amp;amp; Scale\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134245418\u0026amp;quot;:true,\u0026amp;quot;134245529\u0026amp;quot;:true}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Develop a strong understanding of end-to-end service workflows and systems.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;Identify patterns in inbound service activity and translate recurring client needs and friction points into scalable, system-driven workflows-- leveraging automation, self-service, and CRM platforms (e.g., Salesforce Service Cloud) to improve turnaround times.\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;Partner closely with Product, Technology, and Operations teams to design, test, refine and deploy new workflow automations, rules-based processes, and emerging agentic solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;Provide structured feedback and requirements to internal teams based on real client usage, service data, and operational insights. \u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335559738\u0026amp;quot;:240,\u0026amp;quot;335559739\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;Create and maintain clear process documentation, service playbooks, and decision trees to support team consistency and scalability.\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335559738\u0026amp;quot;:240,\u0026amp;quot;335559739\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;heading 3\u0026quot;\u0026gt;Qualifications:\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134245418\u0026amp;quot;:true,\u0026amp;quot;134245529\u0026amp;quot;:true,\u0026amp;quot;335559738\u0026amp;quot;:240,\u0026amp;quot;335559739\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Bachelor’s degree in finance, business, economics, operations, technology, or\u0026amp;nbsp;a related\u0026amp;nbsp;field.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;1-4+ years of experience in a client facing role (client service, client operations, investor relations), or support roles within\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;fintech, financial services, or tech-enabled service organizations\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;Prior experience within Financial Services required; wealth management and/or alternative investments a plus\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;Strong client-facing written and verbal communication skills – you\u0026#39;re clear, confident, and comfortable engaging with Advisors and internal partners.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;Curious and proactive mindset with demonstrated experience learning quickly in a fast-paced environment\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;Systems-oriented thinker with the ability to identify patterns, bottlenecks, and root causes – and proactively translate ideas for improving efficiency and consistency into clear operational or technical requirements.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;Hands-on experience with \u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;CRM and service platforms\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt; (Salesforce Service Cloud preferred); experience supporting or designing workflows, queues, routing logic, and automation rules a plus.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;Experience operating in\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;product- or platform-driven environments\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026amp;nbsp;where service delivery relies on systems, data, and well-defined processes rather than ad hoc manual work.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;Familiarity with or strong willingness to learn automation concepts (rules-based workflows, low-code/no-code tools, APIs, or agentic workflows); hands-on experience preferred.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;FINRA Series 7 and 63 preferred or required within six months of hire.\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335559738\u0026amp;quot;:240,\u0026amp;quot;335559739\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;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.\u0026amp;nbsp; Learn more about our culture, benefits, and people at \u0026lt;/span\u0026gt;\u0026lt;a href=\u0026quot;https://www.caisgroup.com/our-company/careers\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-charstyle=\u0026quot;Hyperlink\u0026quot;\u0026gt;https://www.caisgroup.com/our-company/careers\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:false,\u0026amp;quot;134233118\u0026amp;quot;:false,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559738\u0026amp;quot;:195,\u0026amp;quot;335559739\u0026amp;quot;:195,\u0026amp;quot;335559740\u0026amp;quot;:259}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt; $70,000 - $110,000\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:false,\u0026amp;quot;134233118\u0026amp;quot;:false,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559738\u0026amp;quot;:195,\u0026amp;quot;335559739\u0026amp;quot;:195,\u0026amp;quot;335559740\u0026amp;quot;:259}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;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\u0026amp;nbsp;require a minimum of 3 days in office per week. \u0026amp;nbsp;For more information on our benefits and career opportunities, please visit our website: \u0026lt;/span\u0026gt;\u0026lt;a href=\u0026quot;https://www.caisgroup.com/our-company/careers\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-charstyle=\u0026quot;Hyperlink\u0026quot;\u0026gt;https://www.caisgroup.com/our-company/careers\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:false,\u0026amp;quot;134233118\u0026amp;quot;:false,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559738\u0026amp;quot;:195,\u0026amp;quot;335559739\u0026amp;quot;:195,\u0026amp;quot;335559740\u0026amp;quot;:259}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We use technology, including AI tools, to support parts of our recruitment process such as application screening, interview scheduling, and candidate communications. These tools are used to improve efficiency and consistency, but they do not replace human judgement. All hiring decisions are made by people, and we are committed to fair and unbiased assessment of every candidate.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4038856002,"name":"Client Service","child_ids":[],"parent_id":4112898002}],"offices":[{"id":4013319002,"name":"New York City","location":"New York, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/cais/jobs/8457992002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":6378554002,"location":{"name":"New York City"},"metadata":[{"id":10321054002,"name":"Functional Role Title","value":"Alternative Investments Internal Associate","value_type":"long_text"}],"id":8457992002,"updated_at":"2026-04-13T06:36:48-04:00","requisition_id":"261","title":"Alternative Investments - Internal Associate","company_name":"CAIS","first_published":"2026-03-16T15:49:54-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW215963804 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW215963804 BCX0\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW215963804 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW215963804 BCX0\u0026quot;\u0026gt; \u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW215963804 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW215963804 BCX0\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW215963804 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW215963804 BCX0\u0026quot;\u0026gt; \u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW215963804 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW215963804 BCX0\u0026quot;\u0026gt;CAIS supports over 50,000 advisors who oversee more than \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun AdvancedProofingIssueV2Themed SCXW215963804 BCX0\u0026quot;\u0026gt;$6 trillion\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW215963804 BCX0\u0026quot;\u0026gt;\u0026amp;nbsp;in network assets. \u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP SCXW215963804 BCX0\u0026quot; data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335557856\u0026amp;quot;:16777215,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are seeking an experienced internal sales professional to join the Alternative Investments Product Specialist team. Qualified applicants will have at least two years of experience in financial services and the capacity to understand a diverse range of technical investment products. Working alongside the Business Development team, this person will help support senior members of the sales team by serving as a point of contact for existing investors and helping drive new business by aiding the sales process. Qualified candidates will have excellent attention to detail and organization skills, a great client service attitude and entrepreneurial spirit.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Provide support to senior members of the Business Development team whose objective is to build and deepen relationships with CAIS clients and prospects\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop exceptional CAIS product knowledge, alternative asset class knowledge, and industry knowledge\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a point of contact for existing investors and be responsible for leveraging the full resources of the firm to coordinate responses to all investor inquiries\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate client meetings and conference calls with CAIS clients and Asset Managers on the platform\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2-3+ years of applicable experience, alternative asset management or private wealth management industry preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A Bachelor’s degree; concentrations in Economics, Finance or Business\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Series 7 \u0026amp;amp; 63 licenses required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High degree of intellectual curiosity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Office applications\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Salesforce experience a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Hard working and eager to learn in a highly intellectual, collaborative environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Well organized and detail oriented\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Enthusiastic about developing and implementing ideas\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-starter, able to work autonomously as well as within a team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional analytical and problem-solving skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent oral and written communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of finance, investment management industry, and Alternatives is highly desirable\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;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.\u0026amp;nbsp; Learn more about our culture, benefits, and people at\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;a href=\u0026quot;https://www.caisgroup.com/our-company/careers\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-charstyle=\u0026quot;Hyperlink\u0026quot;\u0026gt;https://www.caisgroup.com/our-company/careers\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:false,\u0026amp;quot;134233118\u0026amp;quot;:false,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559738\u0026amp;quot;:195,\u0026amp;quot;335559739\u0026amp;quot;:195,\u0026amp;quot;335559740\u0026amp;quot;:259}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt; $100,000 - $140,000\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:false,\u0026amp;quot;134233118\u0026amp;quot;:false,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559738\u0026amp;quot;:195,\u0026amp;quot;335559739\u0026amp;quot;:195,\u0026amp;quot;335559740\u0026amp;quot;:259}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;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\u0026amp;nbsp;require a minimum of 3 days in office per week. \u0026amp;nbsp;For more information on our benefits and career opportunities, please visit our website: \u0026lt;/span\u0026gt;\u0026lt;a href=\u0026quot;https://www.caisgroup.com/our-company/careers\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-charstyle=\u0026quot;Hyperlink\u0026quot;\u0026gt;https://www.caisgroup.com/our-company/careers\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:false,\u0026amp;quot;134233118\u0026amp;quot;:false,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559738\u0026amp;quot;:195,\u0026amp;quot;335559739\u0026amp;quot;:195,\u0026amp;quot;335559740\u0026amp;quot;:259}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We use technology, including AI tools, to support parts of our recruitment process such as application screening, interview scheduling, and candidate communications. These tools are used to improve efficiency and consistency, but they do not replace human judgement. All hiring decisions are made by people, and we are committed to fair and unbiased assessment of every candidate.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4026203002,"name":"Product \u0026 Distribution","child_ids":[4112567002,4026202002],"parent_id":null}],"offices":[{"id":4013319002,"name":"New York City","location":"New York, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/cais/jobs/8561341002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6419228002,"location":{"name":"New York City"},"metadata":[{"id":10321054002,"name":"Functional Role Title","value":"Alternative Investments Product Specialist - Midatlantic and Northeast","value_type":"long_text"}],"id":8561341002,"updated_at":"2026-06-04T11:24:47-04:00","requisition_id":"278","title":"Alternative Investments Product Specialist - Mid-Atlantic \u0026 Northeast","company_name":"CAIS","first_published":"2026-05-21T17:13:30-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW186739562 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW186739562 BCX0\u0026quot;\u0026gt;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 \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW186739562 BCX0\u0026quot;\u0026gt;$6 trillion\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW186739562 BCX0\u0026quot;\u0026gt;\u0026amp;nbsp;in network assets. \u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP SCXW186739562 BCX0\u0026quot; data-ccp-props=\u0026quot;{\u0026amp;quot;134233279\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335557856\u0026amp;quot;:16777215,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\nWorking alongside their designated team, this person will be responsible for generating new business within Independent Broker Dealers in the Mid-Atlantic and Northeast markets as well as supporting product and distribution teams with fund manager coverage and client engagement. Qualified applicants will have experience in the financial services industry and capacity to understand a diverse range of technical investment products. Ideal candidates will have excellent attention to detail and organization skills, as well as a great client service attitude and entrepreneurial spirit.\u0026amp;nbsp;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;strong\u0026gt;Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Initiate and execute new client relationships within Independent Broker Dealers in the Mid-Atlantic and Northeast\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop expertise on all CAIS investment products; Hedge Funds, Private Equity Funds, ’40 Act Funds, Equity and Debt Syndicate and Structured Solutions Service existing client relationships and fulfill any requests for assistance or information\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare presentations and materials for client meetings\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate and execute tailored product launch strategies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate manager due diligence and selection processes both in terms of breadth and investment quality, with the overall aim of providing best in class investment products to our clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist in the planning and execution of roadshows and conferences\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist in the creation of product marketing collateral\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work alongside the sales team on client pitches, product positioning and sales campaigns\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build excellent working relationships across multiple lines of business and corporate functions in collaboration with product onboarding\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Special projects and additional responsibilities to be determined based on capacity, skill, and interest\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;Leverage AI-assisted workflows for fund research, pitch preparation, and client follow-up - operating in a model where AI handles the synthesis so you can focus on advisor relationships and product expertise.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;div\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5-10+ years of internal and/or external sales experience in the alternatives space\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in business, economics, finance, or a related discipline required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional organizational and interpersonal skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Impeccable written and verbal communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-starter who takes initiative and learns quickly in a fast-paced environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong commitment to continuous professional development and improvement of the team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent client service aptitude and attitude\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent working knowledge of Microsoft Suite and Salesforce\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Series 7 and 63 required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;Comfort using AI tools (e.g., Claude, ChatGPT, N8N) for research synthesis, materials preparation, and client communications. You should be able to describe specific ways AI has made you more effective in a prior role.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;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.\u0026amp;nbsp; Learn more about our culture, benefits, and people at\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;a href=\u0026quot;https://www.caisgroup.com/our-company/careers\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-charstyle=\u0026quot;Hyperlink\u0026quot;\u0026gt;https://www.caisgroup.com/our-company/careers\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:false,\u0026amp;quot;134233118\u0026amp;quot;:false,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559738\u0026amp;quot;:195,\u0026amp;quot;335559739\u0026amp;quot;:195,\u0026amp;quot;335559740\u0026amp;quot;:259}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt; $150,000 - $200,000\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:false,\u0026amp;quot;134233118\u0026amp;quot;:false,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559738\u0026amp;quot;:195,\u0026amp;quot;335559739\u0026amp;quot;:195,\u0026amp;quot;335559740\u0026amp;quot;:259}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;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\u0026amp;nbsp;require a minimum of 3 days in office per week. \u0026amp;nbsp;For more information on our benefits and career opportunities, please visit our website:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-charstyle=\u0026quot;Hyperlink\u0026quot;\u0026gt;\u0026lt;a href=\u0026quot;https://www.caisgroup.com/our-company/careers\u0026quot;\u0026gt;https://www.caisgroup.com/our-company/careers\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We use technology, including AI tools, to support parts of our recruitment process such as application screening, interview scheduling, and candidate communications. These tools are used to improve efficiency and consistency, but they do not replace human judgement. All hiring decisions are made by people, and we are committed to fair and unbiased assessment of every candidate.\u0026lt;/p\u0026gt;","departments":[{"id":4026203002,"name":"Product \u0026 Distribution","child_ids":[4112567002,4026202002],"parent_id":null}],"offices":[{"id":4013319002,"name":"New York City","location":"New York, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/cais/jobs/8565955002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6421553002,"location":{"name":"Remote, Southeast"},"metadata":[{"id":10321054002,"name":"Functional Role Title","value":"Alternative Investments Product Specialist - Southeast","value_type":"long_text"}],"id":8565955002,"updated_at":"2026-06-04T11:24:11-04:00","requisition_id":"279","title":"Alternative Investments Product Specialist - Southeast","company_name":"CAIS","first_published":"2026-06-01T13:12:34-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW186739562 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW186739562 BCX0\u0026quot;\u0026gt;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 \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW186739562 BCX0\u0026quot;\u0026gt;$6 trillion\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW186739562 BCX0\u0026quot;\u0026gt;\u0026amp;nbsp;in network assets. \u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP SCXW186739562 BCX0\u0026quot; data-ccp-props=\u0026quot;{\u0026amp;quot;134233279\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335557856\u0026amp;quot;:16777215,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\nWorking alongside their designated team, this person will be responsible for generating new business within Independent Broker Dealers in the Southeast markets as well as supporting product and distribution teams with fund manager coverage and client engagement. Qualified applicants will have experience in the financial services industry and capacity to understand a diverse range of technical investment products. Ideal candidates will have excellent attention to detail and organization skills, as well as a great client service attitude and entrepreneurial spirit.\u0026amp;nbsp;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;strong\u0026gt;Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Initiate and execute new client relationships within Independent Broker Dealers in the Southeast\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop expertise on all CAIS investment products; Hedge Funds, Private Equity Funds, ’40 Act Funds, Equity and Debt Syndicate and Structured Solutions Service existing client relationships and fulfill any requests for assistance or information\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare presentations and materials for client meetings\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate and execute tailored product launch strategies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate manager due diligence and selection processes both in terms of breadth and investment quality, with the overall aim of providing best in class investment products to our clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist in the planning and execution of roadshows and conferences\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist in the creation of product marketing collateral\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work alongside the sales team on client pitches, product positioning and sales campaigns\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build excellent working relationships across multiple lines of business and corporate functions in collaboration with product onboarding\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Special projects and additional responsibilities to be determined based on capacity, skill, and interest\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;Leverage AI-assisted workflows for fund research, pitch preparation, and client follow-up - operating in a model where AI handles the synthesis so you can focus on advisor relationships and product expertise.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;div\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5-10+ years of internal and/or external sales experience in the alternatives space\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in business, economics, finance, or a related discipline required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional organizational and interpersonal skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Impeccable written and verbal communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-starter who takes initiative and learns quickly in a fast-paced environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong commitment to continuous professional development and improvement of the team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent client service aptitude and attitude\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent working knowledge of Microsoft Suite and Salesforce\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Series 7 and 63 required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;Comfort using AI tools (e.g., Claude, ChatGPT, N8N) for research synthesis, materials preparation, and client communications. You should be able to describe specific ways AI has made you more effective in a prior role.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;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.\u0026amp;nbsp; Learn more about our culture, benefits, and people at\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;a href=\u0026quot;https://www.caisgroup.com/our-company/careers\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-charstyle=\u0026quot;Hyperlink\u0026quot;\u0026gt;https://www.caisgroup.com/our-company/careers\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:false,\u0026amp;quot;134233118\u0026amp;quot;:false,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559738\u0026amp;quot;:195,\u0026amp;quot;335559739\u0026amp;quot;:195,\u0026amp;quot;335559740\u0026amp;quot;:259}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt; $150,000 - $200,000\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:false,\u0026amp;quot;134233118\u0026amp;quot;:false,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559738\u0026amp;quot;:195,\u0026amp;quot;335559739\u0026amp;quot;:195,\u0026amp;quot;335559740\u0026amp;quot;:259}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;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\u0026amp;nbsp;require a minimum of 3 days in office per week. \u0026amp;nbsp;For more information on our benefits and career opportunities, please visit our website:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-charstyle=\u0026quot;Hyperlink\u0026quot;\u0026gt;\u0026lt;a href=\u0026quot;https://www.caisgroup.com/our-company/careers\u0026quot;\u0026gt;https://www.caisgroup.com/our-company/careers\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We use technology, including AI tools, to support parts of our recruitment process such as application screening, interview scheduling, and candidate communications. These tools are used to improve efficiency and consistency, but they do not replace human judgement. All hiring decisions are made by people, and we are committed to fair and unbiased assessment of every candidate.\u0026lt;/p\u0026gt;","departments":[{"id":4026203002,"name":"Product \u0026 Distribution","child_ids":[4112567002,4026202002],"parent_id":null}],"offices":[{"id":4048706002,"name":"Remote","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/cais/jobs/8531694002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6399108002,"location":{"name":"New York, NY"},"metadata":[{"id":10321054002,"name":"Functional Role Title","value":"IBD Strategic Partnerships VP","value_type":"long_text"}],"id":8531694002,"updated_at":"2026-06-04T10:05:04-04:00","requisition_id":"265","title":"IBD Strategic Partnerships VP","company_name":"CAIS","first_published":"2026-04-30T17:12:52-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW186739562 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW186739562 BCX0\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW186739562 BCX0\u0026quot;\u0026gt;$6 trillion\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW186739562 BCX0\u0026quot;\u0026gt;\u0026amp;nbsp;in network assets. \u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP SCXW186739562 BCX0\u0026quot; data-ccp-props=\u0026quot;{\u0026amp;quot;134233279\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335557856\u0026amp;quot;:16777215,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Private markets and alternative strategies are rapidly moving into the mainstream with advisors reshaping portfolios to include them. CAIS sits at the intersection of that shift—helping drive how alternatives are delivered, adopted, and scaled across the wealth channel.\u0026amp;nbsp;This role provides a unique opportunity to join an expanding platform while being closer to where the industry is going as a member of the Strategic Partnerships team at CAIS you will not only have an opportunity for entrepreneurship but also a chance to make an immediate impact.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are seeking an experienced sales professional to join the Home Office Coverage team, covering our Enterprise clients including Independent Broker Dealer and Bank \u0026amp;amp; Trusts. Qualified applicants will have experience in the financial services industry and capacity to understand a diverse range of technical alternative investment products and platform technology. Working alongside their designated team, this person will be responsible for deepening business with our existing Enterprise clients. Ideal candidates will have excellent attention to detail and organization skills, as well as a great client service attitude and entrepreneurial spirit.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Serve as a trusted partner to key clients, coordinating with CAIS\u0026#39;s Enterprise-level relationship managers to ensure a seamless client and advisor experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive sales and asset retention through direct selling and strategic client relationship management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage product and platform launches, collaborating with internal teams, General Partners, key clients, and CAIS regional sales to maximize sales opportunities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and maintain trust-based relationships with Research teams at all levels and with advisors\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with CAIS research teams and GPs to align on industry trends, strategy, and pipeline\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Enhance client and advisor engagement by working with the Marketing team to create targeted campaigns and by developing client-focused collateral to support field-based sales\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Facilitate onboarding with introductory calls, platform demonstrations, and support, ensuring a smooth transition and addressing any issues\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stay updated on industry trends and market developments to maintain CAIS’s competitive position\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate the features and benefits of the CAIS platform to advisors, emphasizing new tools and functionalities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Record all client activities in Salesforce\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;Apply AI tooling across the sales cycle - from account research and pitch preparation through to follow-up and CRM documentation - operating in a model where routine synthesis is AI-assisted and your focus stays on strategic relationship management and judgment.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5+ years of relationship management, investor relations, business development or external sales experience covering national accounts in the alternatives space\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in business, economics, finance, or a related discipline required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional organizational and interpersonal skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Impeccable written and verbal communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-starter who takes initiative and learns quickly in a fast-paced environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong commitment to continuous professional development and improvement of the team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent client service aptitude and attitude\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Salesforce and Microsoft Office Suite\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Series 7 and 63\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;Proficiency with AI tools applied to real sales workflows - research, materials prep, meeting debrief, pipeline analysis. At VP level, we expect you to be fluent, not learning: able to identify where AI accelerates your work and where it doesn\u0026#39;t, and able to bring that thinking to your team.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;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.\u0026amp;nbsp; Learn more about our culture, benefits, and people at \u0026lt;/span\u0026gt;\u0026lt;a href=\u0026quot;https://www.caisgroup.com/our-company/careers\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-charstyle=\u0026quot;Hyperlink\u0026quot;\u0026gt;https://www.caisgroup.com/our-company/careers\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:false,\u0026amp;quot;134233118\u0026amp;quot;:false,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559738\u0026amp;quot;:195,\u0026amp;quot;335559739\u0026amp;quot;:195,\u0026amp;quot;335559740\u0026amp;quot;:259}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt; $140,000 - $200,000\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:false,\u0026amp;quot;134233118\u0026amp;quot;:false,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559738\u0026amp;quot;:195,\u0026amp;quot;335559739\u0026amp;quot;:195,\u0026amp;quot;335559740\u0026amp;quot;:259}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;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\u0026amp;nbsp;require a minimum of 3 days in office per week. \u0026amp;nbsp;For more information on our benefits and career opportunities, please visit our website:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-charstyle=\u0026quot;Hyperlink\u0026quot;\u0026gt;\u0026lt;a href=\u0026quot;https://www.caisgroup.com/our-company/careers\u0026quot;\u0026gt;https://www.caisgroup.com/our-company/careers\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We use technology, including AI tools, to support parts of our recruitment process such as application screening, interview scheduling, and candidate communications. These tools are used to improve efficiency and consistency, but they do not replace human judgement. All hiring decisions are made by people, and we are committed to fair and unbiased assessment of every candidate.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4026203002,"name":"Product \u0026 Distribution","child_ids":[4112567002,4026202002],"parent_id":null}],"offices":[{"id":4013319002,"name":"New York City","location":"New York, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/cais/jobs/8535801002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6404012002,"location":{"name":"New York, NY"},"metadata":[{"id":10321054002,"name":"Functional Role Title","value":"AI-Forward IT Support Engineer","value_type":"long_text"}],"id":8535801002,"updated_at":"2026-06-04T10:04:08-04:00","requisition_id":"268","title":"IT Support Manager / Microsoft Engineer (AI Forward)","company_name":"CAIS","first_published":"2026-05-05T12:34:36-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p data-start=\u0026quot;322\u0026quot; data-end=\u0026quot;709\u0026quot;\u0026gt;We are seeking someone who is the visible face of IT at CAIS headquarters. This role owns the day-to-day support experience—managing the support team, serving as the senior escalation point, and making sure employees can get things done. Alongside that, this person is a genuine practitioner of AI tools, using them to manage, maintain, and engineer solutions in the Microsoft ecosystem.\u0026lt;/p\u0026gt;\n\u0026lt;p data-start=\u0026quot;714\u0026quot; data-end=\u0026quot;1138\u0026quot;\u0026gt;This is an IT leadership role, not a software engineering or ML role. AI tools are how you do the work — not the work itself. The right person is practical and people-facing: comfortable with tools like Claude and Codex, able to get employees access to what they need, and enthusiastic about showing someone how to write their first useful prompt. The goal is to be the person who makes AI feel accessible, not intimidating. \u0026lt;span data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;This role operates explicitly at the human+digital boundary: AI handles the engineering tasks, script generation, and first-pass troubleshooting; you own the judgment calls, the escalations, and - critically - helping colleagues understand where that boundary sits for their own work.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilties\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Pillar 1 — IT Support Leadership \u0026amp;amp; Microsoft Estate\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul data-start=\u0026quot;1819\u0026quot; data-end=\u0026quot;2958\u0026quot;\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1fq8afm\u0026quot; data-start=\u0026quot;1819\u0026quot; data-end=\u0026quot;2032\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;1821\u0026quot; data-end=\u0026quot;1849\u0026quot;\u0026gt;Support Team Management:\u0026lt;/strong\u0026gt; Manage CAIS’s support function firmwide, leveraging internal staff and MSP resources. Hold partners accountable for performance and drive continuous improvement in service quality.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;xtvhcv\u0026quot; data-start=\u0026quot;2033\u0026quot; data-end=\u0026quot;2309\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;2035\u0026quot; data-end=\u0026quot;2063\u0026quot;\u0026gt;Senior Escalation Point:\u0026lt;/strong\u0026gt; Act as the senior escalation point for all end-user support issues across the organization. Own complex or unresolved tickets through to resolution, ensuring no issue falls through the cracks between the support team and internal stakeholders.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;qhtgwf\u0026quot; data-start=\u0026quot;2310\u0026quot; data-end=\u0026quot;2679\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;2312\u0026quot; data-end=\u0026quot;2349\u0026quot;\u0026gt;Microsoft Environment Management:\u0026lt;/strong\u0026gt; Lead day-to-day administration and engineering of the CAIS Microsoft estate: Intune device policies and compliance profiles, Azure / Entra enterprise application management, and M365 service health. Beyond break-fix—this includes proactive configuration, policy improvement, and keeping the environment clean and well governed.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;s7g9fy\u0026quot; data-start=\u0026quot;2680\u0026quot; data-end=\u0026quot;2958\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;2682\u0026quot; data-end=\u0026quot;2705\u0026quot;\u0026gt;Visible Face of IT:\u0026lt;/strong\u0026gt; Be physically present and accessible at CAIS HQ. Build trust with employees as the go-to person when something isn’t working—whether that’s a support issue or a question about technology. Represent IT in a way that is responsive, human, and credible.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Pillar 2 — AI Operations \u0026amp;amp; End-User Enablement\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul data-start=\u0026quot;3012\u0026quot; data-end=\u0026quot;3967\u0026quot;\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;7w8h8x\u0026quot; data-start=\u0026quot;3012\u0026quot; data-end=\u0026quot;3331\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;3014\u0026quot; data-end=\u0026quot;3037\u0026quot;\u0026gt;AI Tooling Comfort:\u0026lt;/strong\u0026gt; Use Claude Code and OpenAI Codex as primary tools for engineering solutions in the Microsoft environment—generating and refining scripts, automating repetitive admin tasks, troubleshooting configurations, and improving documentation. AI tooling is how this person works, not an afterthought.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;qofw8n\u0026quot; data-start=\u0026quot;3332\u0026quot; data-end=\u0026quot;3617\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;3334\u0026quot; data-end=\u0026quot;3359\u0026quot;\u0026gt;AI Access Operations:\u0026lt;/strong\u0026gt; Ensure CAIS employees have access to the AI tools they need. Manage provisioning, permissions, and basic configuration for end-user AI platforms. Be the first point of contact when someone can’t get in, doesn’t know where to start, or needs a tool set up.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;p05ylf\u0026quot; data-start=\u0026quot;3618\u0026quot; data-end=\u0026quot;3967\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;3620\u0026quot; data-end=\u0026quot;3645\u0026quot;\u0026gt;On-Ramp \u0026amp;amp; Evangelism:\u0026lt;/strong\u0026gt; Help colleagues take their first steps with AI tooling. Run informal sessions, share practical tips, introduce basic prompt engineering concepts, and be available for one-on-one guidance. The goal is not deep training—it’s making the tools feel approachable and getting people to their first win as quickly as possible.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong hands-on knowledge of Microsoft 365, Azure / Entra ID, and Intune—able to own configuration and policy work, not just administer tickets\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience managing a support function—internal team, MSP, offshore, or a combination; comfortable holding vendors and partners accountable to service standards\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable daily user of Claude Code, OpenAI Codex, or equivalent AI tooling—applied to real engineering and administrative tasks\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication and interpersonal skills—comfortable engaging at all levels of the organization and able to explain technology clearly to non-technical users in plain, practical terms\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Preferred\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul data-start=\u0026quot;4641\u0026quot; data-end=\u0026quot;4736\u0026quot;\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;4jfrsm\u0026quot; data-start=\u0026quot;4641\u0026quot; data-end=\u0026quot;4736\u0026quot;\u0026gt;Financial services industry experience or a similar fast-paced, entrepreneurial environment\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul data-start=\u0026quot;4757\u0026quot; data-end=\u0026quot;5011\u0026quot;\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1z0rh9j\u0026quot; data-start=\u0026quot;4757\u0026quot; data-end=\u0026quot;4798\u0026quot;\u0026gt;5+ years of progressive IT experience\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1l04uxe\u0026quot; data-start=\u0026quot;4799\u0026quot; data-end=\u0026quot;4852\u0026quot;\u0026gt;2+ years leading a support function or small team\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1rr26ut\u0026quot; data-start=\u0026quot;4853\u0026quot; data-end=\u0026quot;4928\u0026quot;\u0026gt;Demonstrated experience using AI tools (e.g., Copilot, ChatGPT, Claude)\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1gvi5jc\u0026quot; data-start=\u0026quot;4929\u0026quot; data-end=\u0026quot;5011\u0026quot;\u0026gt;Hands-on expertise in automating Microsoft 365, Azure, and Intune environments\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;\n\u0026lt;div\u0026gt;\n\u0026lt;div\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;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.\u0026amp;nbsp; Learn more about our culture, benefits, and people at \u0026lt;/span\u0026gt;\u0026lt;a href=\u0026quot;https://www.caisgroup.com/our-company/careers\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-charstyle=\u0026quot;Hyperlink\u0026quot;\u0026gt;https://www.caisgroup.com/our-company/careers\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:false,\u0026amp;quot;134233118\u0026amp;quot;:false,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559738\u0026amp;quot;:195,\u0026amp;quot;335559739\u0026amp;quot;:195,\u0026amp;quot;335559740\u0026amp;quot;:259}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\n\u0026lt;div\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt; $120,000 - $155,000\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:false,\u0026amp;quot;134233118\u0026amp;quot;:false,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559738\u0026amp;quot;:195,\u0026amp;quot;335559739\u0026amp;quot;:195,\u0026amp;quot;335559740\u0026amp;quot;:259}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;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. For this role we do require a minimum of 4 days in office per week. \u0026amp;nbsp;For more information on our benefits and career opportunities, please visit our website: \u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-charstyle=\u0026quot;Hyperlink\u0026quot;\u0026gt;\u0026lt;a href=\u0026quot;https://www.caisgroup.com/our-company/careers\u0026quot;\u0026gt;https://www.caisgroup.com/our-company/careers\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We use technology, including AI tools, to support parts of our recruitment process such as application screening, interview scheduling, and candidate communications. These tools are used to improve efficiency and consistency, but they do not replace human judgement. All hiring decisions are made by people, and we are committed to fair and unbiased assessment of every candidate.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4110225002,"name":"Technology","child_ids":[],"parent_id":4112900002}],"offices":[{"id":4013319002,"name":"New York City","location":"New York, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/cais/jobs/8511627002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6399995002,"location":{"name":"New York City"},"metadata":[{"id":10321054002,"name":"Functional Role Title","value":"Performance and Talent Systems Lead","value_type":"long_text"}],"id":8511627002,"updated_at":"2026-04-17T09:30:53-04:00","requisition_id":"266","title":"Performance and Talent Systems Lead","company_name":"CAIS","first_published":"2026-04-17T09:27:44-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;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\u0026amp;nbsp;$6 trillion\u0026amp;nbsp;in network assets. \u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335559739\u0026amp;quot;:0}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;heading 2\u0026quot;\u0026gt;The Opportunity\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134245418\u0026amp;quot;:true,\u0026amp;quot;134245529\u0026amp;quot;:true,\u0026amp;quot;335559738\u0026amp;quot;:299,\u0026amp;quot;335559739\u0026amp;quot;:299}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;This role exists to take our\u0026amp;nbsp;people\u0026amp;nbsp;infrastructure to the next level. Not by layering on a new HRIS or running another engagement survey, but by rethinking the entire system from first principles: how performance is defined, how it\u0026#39;s measured, how it connects to our OKRs and data, and how it shapes what people are paid and how they grow.\u0026amp;nbsp;You\u0026#39;ll\u0026amp;nbsp;work at the intersection of\u0026amp;nbsp;people\u0026amp;nbsp;strategy, product thinking, and AI-enabled tooling.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335559738\u0026amp;quot;:240,\u0026amp;quot;335559739\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;This is not a traditional HR role. We are looking for a smart,\u0026amp;nbsp;commercially minded\u0026amp;nbsp;operator who\u0026amp;nbsp;is interested in\u0026amp;nbsp;solving business challenges in\u0026amp;nbsp;the\u0026amp;nbsp;People lane\u0026amp;nbsp;that\u0026amp;nbsp;impact company growth.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335559738\u0026amp;quot;:240,\u0026amp;quot;335559739\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;heading 2\u0026quot;\u0026gt;What You\u0026#39;ll Own\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134245418\u0026amp;quot;:true,\u0026amp;quot;134245529\u0026amp;quot;:true,\u0026amp;quot;335559738\u0026amp;quot;:299,\u0026amp;quot;335559739\u0026amp;quot;:299}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Rebuild our performance system from the ground up\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;Design and implement a scientifically grounded talent framework that clearly and consistently distinguishes\u0026amp;nbsp;great performance\u0026amp;nbsp;from average performance. Replace our existing review process with something lightweight, quarterly, and directly connected to how we measure business impact.\u0026amp;nbsp;The system should be something managers and employees actually use\u0026amp;nbsp;-\u0026amp;nbsp;not something done to them.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335559738\u0026amp;quot;:240,\u0026amp;quot;335559739\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Make performance visible and data-driven\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;Work with our data and engineering resources to connect performance signals to our existing OKR framework and business data sources. Build dashboards and tooling (leveraging\u0026amp;nbsp;AI tools including Claude Co-work and equivalents) that give leaders real-time visibility into team health and output, without creating admin overhead. You will be as comfortable specifying what needs to be built as you are rolling up your sleeves to prototype it.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335559738\u0026amp;quot;:240,\u0026amp;quot;335559739\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Link performance to incentives that actually matter\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;Inform\u0026amp;nbsp;the mechanics of how performance outcomes drive\u0026amp;nbsp;pay, equity, and career progression. This means building the bonus multiplier logic and defining promotion\u0026amp;nbsp;criteria\u0026amp;nbsp;-\u0026amp;nbsp;all calibrated to create clear upside for A-players and a high talent bar for the\u0026amp;nbsp;organization.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335559738\u0026amp;quot;:240,\u0026amp;quot;335559739\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Make managers and employees self-sufficient\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;Design self-serve experiences\u0026amp;nbsp;-\u0026amp;nbsp;manager toolkits, AI-powered guides, automated review workflows\u0026amp;nbsp;-\u0026amp;nbsp;so that the basics run\u0026amp;nbsp;themselves,\u0026amp;nbsp;and the team focuses on what requires human judgment.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335559738\u0026amp;quot;:240,\u0026amp;quot;335559739\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Drive engagement through change\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;You\u0026#39;ll use people data and engagement signals to\u0026amp;nbsp;identify\u0026amp;nbsp;where\u0026amp;nbsp;we\u0026#39;re\u0026amp;nbsp;losing momentum, and design targeted interventions\u0026amp;nbsp;-\u0026amp;nbsp;not\u0026amp;nbsp;programs\u0026amp;nbsp;for the sake of it, but sharp, evidence-based actions that\u0026amp;nbsp;maintain\u0026amp;nbsp;culture and performance through change.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335559738\u0026amp;quot;:240,\u0026amp;quot;335559739\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;heading 2\u0026quot;\u0026gt;Who You Are\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134245418\u0026amp;quot;:true,\u0026amp;quot;134245529\u0026amp;quot;:true,\u0026amp;quot;335559738\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;You think like a product manager and a business operator, not a traditional HR professional.\u0026amp;nbsp;You\u0026#39;ve\u0026amp;nbsp;probably had\u0026amp;nbsp;a title like Chief of Staff, Business Manager, Strategy Lead, or Founder Associate at some point — and\u0026amp;nbsp;you\u0026#39;ve\u0026amp;nbsp;always been drawn to the\u0026amp;nbsp;organizational\u0026amp;nbsp;challenges that sit underneath business performance: how do you build a company that keeps getting better?\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335559738\u0026amp;quot;:240,\u0026amp;quot;335559739\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;You\u0026#39;ve\u0026amp;nbsp;likely done\u0026amp;nbsp;time in consulting (strategy or operations, not change management) and then deliberately chose startups because you wanted to build things, not just\u0026amp;nbsp;advise on\u0026amp;nbsp;them. Fintech or regulated industry experience is a strong plus — you understand that moving fast\u0026amp;nbsp;doesn\u0026#39;t\u0026amp;nbsp;mean ignoring compliance, and you can navigate the constraints that come with operating in a regulated environment.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335559738\u0026amp;quot;:240,\u0026amp;quot;335559739\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;You are deeply curious about what AI makes possible.\u0026amp;nbsp;You\u0026#39;re\u0026amp;nbsp;not waiting for someone to give you a tool —\u0026amp;nbsp;you\u0026#39;re\u0026amp;nbsp;already building, prompting, and prototyping. You see the shift to AI-native people tooling not as a threat to the function but as the most exciting opportunity\u0026amp;nbsp;it\u0026#39;s\u0026amp;nbsp;had in decades.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335559738\u0026amp;quot;:240,\u0026amp;quot;335559739\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;heading 2\u0026quot;\u0026gt;W\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;heading 2\u0026quot;\u0026gt;h\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;heading 2\u0026quot;\u0026gt;at We\u0026#39;re Looking For\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134245418\u0026amp;quot;:true,\u0026amp;quot;134245529\u0026amp;quot;:true,\u0026amp;quot;335559738\u0026amp;quot;:299,\u0026amp;quot;335559739\u0026amp;quot;:299}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Experience\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335559738\u0026amp;quot;:240,\u0026amp;quot;335559739\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;A strong foundation\u0026amp;nbsp;in strategy, operations, or business management in high-growth environments\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335559739\u0026amp;quot;:0}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Time in consulting (strategy/ops at a top firm) followed by meaningful startup experience\u0026amp;nbsp;-\u0026amp;nbsp;ideally with direct exposure to fintech or another regulated sector\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335559739\u0026amp;quot;:0}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Demonstrable\u0026amp;nbsp;track record\u0026amp;nbsp;of building systems and processes end-to-end, not just advising on them\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335559739\u0026amp;quot;:0}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Experience working at the intersection of people, data, and technology — whether in a People team, as a Chief of Staff, or in a business operations role with a strong people\u0026amp;nbsp;component\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335559739\u0026amp;quot;:0}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Exposure to performance management or OKR frameworks is a strong advantage\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335559739\u0026amp;quot;:0}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Capabilities\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335559738\u0026amp;quot;:240,\u0026amp;quot;335559739\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Genuine AI fluency\u0026amp;nbsp;-\u0026amp;nbsp;you use AI tools in your daily work, you can\u0026amp;nbsp;identify\u0026amp;nbsp;where they add real value, and you can move from idea to tested workflow quickly\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335559739\u0026amp;quot;:0}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Strong analytical skills\u0026amp;nbsp;-\u0026amp;nbsp;comfortable with data, able to build models, and able to tell a clear story from ambiguous signals\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335559739\u0026amp;quot;:0}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Product-minded\u0026amp;nbsp;-\u0026amp;nbsp;you think about internal systems the way a product manager thinks about user experience: who is the user, what do they need, how do we reduce friction, how do we iterate?\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335559739\u0026amp;quot;:0}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Excellent stakeholder management\u0026amp;nbsp;-\u0026amp;nbsp;you can earn trust with a CFO, a Head of Engineering, and a team manager in the same week, and you know how to influence without authority\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335559739\u0026amp;quot;:0}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;High execution velocity\u0026amp;nbsp;-\u0026amp;nbsp;you bring proposed solutions, not problems; you close loops; you\u0026amp;nbsp;don\u0026#39;t\u0026amp;nbsp;need to be chased\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335559739\u0026amp;quot;:0}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Disposition\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335559738\u0026amp;quot;:240,\u0026amp;quot;335559739\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Commercially curious\u0026amp;nbsp;-\u0026amp;nbsp;you care about business performance, not just people programs\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335559739\u0026amp;quot;:0}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Intellectually honest\u0026amp;nbsp;-\u0026amp;nbsp;you call out what\u0026amp;nbsp;isn\u0026#39;t\u0026amp;nbsp;working, including your own work\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335559739\u0026amp;quot;:0}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Ambitious but grounded\u0026amp;nbsp;-\u0026amp;nbsp;you have a long-term career arc in\u0026amp;nbsp;mind\u0026amp;nbsp;and you know that building something that works is the fastest path to getting there\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335559739\u0026amp;quot;:0}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;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.\u0026amp;nbsp; Learn more about our culture, benefits, and people at\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;a href=\u0026quot;https://www.caisgroup.com/our-company/careers\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-charstyle=\u0026quot;Hyperlink\u0026quot;\u0026gt;https://www.caisgroup.com/our-company/careers\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:false,\u0026amp;quot;134233118\u0026amp;quot;:false,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559738\u0026amp;quot;:195,\u0026amp;quot;335559739\u0026amp;quot;:195,\u0026amp;quot;335559740\u0026amp;quot;:259}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt; $160,000 - $190,000\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:false,\u0026amp;quot;134233118\u0026amp;quot;:false,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559738\u0026amp;quot;:195,\u0026amp;quot;335559739\u0026amp;quot;:195,\u0026amp;quot;335559740\u0026amp;quot;:259}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;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\u0026amp;nbsp;require a minimum of 3 days in office per week. \u0026amp;nbsp;For more information on our benefits and career opportunities, please visit our website:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-charstyle=\u0026quot;Hyperlink\u0026quot;\u0026gt;\u0026lt;a href=\u0026quot;https://www.caisgroup.com/our-company/careers\u0026quot;\u0026gt;https://www.caisgroup.com/our-company/careers\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We use technology, including AI tools, to support parts of our recruitment process such as application screening, interview scheduling, and candidate communications. These tools are used to improve efficiency and consistency, but they do not replace human judgement. All hiring decisions are made by people, and we are committed to fair and unbiased assessment of every candidate.\u0026lt;/p\u0026gt;","departments":[{"id":4026198002,"name":"People Experience","child_ids":[],"parent_id":4112899002}],"offices":[{"id":4013319002,"name":"New York City","location":"New York, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/cais/jobs/8294820002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":true}],"internal_job_id":6309539002,"location":{"name":"London"},"metadata":[{"id":10321054002,"name":"Functional Role Title","value":null,"value_type":"long_text"}],"id":8294820002,"updated_at":"2026-04-13T06:37:57-04:00","requisition_id":"245","title":"Platform Engineer","company_name":"CAIS","first_published":"2025-11-21T14:14:21-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW215963804 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW215963804 BCX0\u0026quot;\u0026gt;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\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW215963804 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW215963804 BCX0\u0026quot;\u0026gt; \u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW215963804 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW215963804 BCX0\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW215963804 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW215963804 BCX0\u0026quot;\u0026gt; \u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW215963804 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW215963804 BCX0\u0026quot;\u0026gt;CAIS supports over 50,000 advisors who oversee more than \u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun AdvancedProofingIssueV2Themed SCXW215963804 BCX0\u0026quot;\u0026gt;$6 trillion\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW215963804 BCX0\u0026quot;\u0026gt;\u0026amp;nbsp;in network assets. \u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP SCXW215963804 BCX0\u0026quot; data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:true,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335557856\u0026amp;quot;:16777215,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;CAIS is seeking a Platform Engineer to join our high-performing team responsible for architecting, engineering, and maintaining the foundation of our cloud platform. The team designs and operates AWS infrastructure, manages CI/CD solutions, and builds observability systems that ensure reliability, scalability, and performance across CAIS’s technology ecosystem.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Ideal candidates are experienced in platform management, including source control, SDLC tooling, infrastructure as code, and CI/CD pipelines, with an understanding of how to measure and maintain platform health through effective monitoring and alerting. This is a great opportunity to join a growing team of innovators, problem solvers, and collaborators dedicated to elevating and scaling our platform.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Design, build, and operate Kubernetes clusters on Amazon EKS, with an emphasis on reliability, scalability, and security\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Troubleshoot and resolve issues within the Kubernetes environment, including networking, workloads, and cluster operations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support the automation and maintenance of AWS infrastructure using infrastructure as code principles\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Implement and manage Role-Based Access Control (RBAC) and least-privilege access across clusters and supporting AWS services\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with developers and product teams to improve the efficiency and reliability of deployment workflows\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to the design and implementation of observability practices, ensuring systems are monitored effectively and meaningful metrics are captured to measure reliability and performance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in incident response and post-incident reviews to continuously enhance platform resilience and operational maturity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Help define and implement best practices for platform engineering, including deployment standards, environment consistency, and operational excellence\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Be open to learning and leveraging AI tools and techniques to improve platform reliability, automation, and efficiency\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Technical Skills / Experience:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of Kubernetes and hands-on experience operating and troubleshooting clusters in Amazon EKS\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working knowledge of AWS core services such as IAM, S3, RDS, and networking fundamentals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience implementing infrastructure as code using Terraform or similar tools\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with CI/CD concepts and tools, with GitHub Actions preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience administering artifact management systems such as Nexus, Artifactory, or equivalent\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understanding of observability principles including monitoring, logging, metrics, and tracing\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Solid grasp of Git-based workflows and version control best practices\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Foundational understanding of programming concepts; familiarity with languages used by CAIS developers—including Java/Kotlin, JavaScript/TypeScript (React), and Python—is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable collaborating with developers and cross-functional teams to support deployment and platform needs\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Relevant industry experience in cloud infrastructure or platform engineering roles\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Hands-on experience supporting production workloads in AWS and Kubernetes environments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong problem-solving skills with the ability to troubleshoot distributed systems and collaborate across teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication and documentation skills, with an emphasis on clarity and operational excellence\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Computer Science, Engineering, or equivalent practical experience\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-charstyle=\u0026quot;normaltextrun\u0026quot;\u0026gt;Whilst we spend a lot of our time working remotely, we believe there’s no substitute (yet) for in-person collaboration, so we strongly encourage you to be in our London office on a weekly basis to spend time with your colleagues.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:false,\u0026amp;quot;134233118\u0026amp;quot;:false,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335551550\u0026amp;quot;:6,\u0026amp;quot;335551620\u0026amp;quot;:6,\u0026amp;quot;335559685\u0026amp;quot;:0,\u0026amp;quot;335559738\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;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.\u0026amp;nbsp; Learn more about our culture, benefits, and people at\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-charstyle=\u0026quot;Hyperlink\u0026quot;\u0026gt;\u0026lt;a href=\u0026quot;https://www.caisgroup.com/our-company/careers\u0026quot;\u0026gt;https://www.caisgroup.com/our-company/careers\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:false,\u0026amp;quot;134233118\u0026amp;quot;:false,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559738\u0026amp;quot;:195,\u0026amp;quot;335559739\u0026amp;quot;:195,\u0026amp;quot;335559740\u0026amp;quot;:259}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134233117\u0026amp;quot;:false,\u0026amp;quot;134233118\u0026amp;quot;:false,\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559738\u0026amp;quot;:195,\u0026amp;quot;335559739\u0026amp;quot;:195,\u0026amp;quot;335559740\u0026amp;quot;:259}\u0026quot;\u0026gt;We use technology, including AI tools, to support parts of our recruitment process such as application screening, interview scheduling, and candidate communications. These tools are used to improve efficiency and consistency, but they do not replace human judgement. All hiring decisions are made by people, and we are committed to fair and unbiased assessment of every candidate.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4110225002,"name":"Technology","child_ids":[],"parent_id":4112900002}],"offices":[{"id":4051650002,"name":"London","location":"London, England, United Kingdom","child_ids":[],"parent_id":null}]}],"meta":{"total":8}}