Partner Operations - Custodian, Vice President at CAIS

New York, New York, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

FinTech, Financial Services, Alternative InvestmentsIndustries

Requirements

Bachelor’s degree in finance, business, or technology-related discipline; advanced degree preferred
7+ years of experience in custody operations, wealth management technology, or financial services integrations
Deep understanding of custodian workflows, alternative investment transactions, and financial technology ecosystems
FINRA Series 7, 63 (or ability to obtain)
Expertise in API integrations, data reconciliation, and digital wealth platforms
Strong leadership, negotiation, and stakeholder management skills

Responsibilities

Build and maintain strategic relationships with custodians and WealthTech partners, ensuring alignment with CAIS’ growth and operational priorities
Serve as the escalation point for high-priority partner requests, ensuring efficient resolution and proactive issue management
Develop and execute partnership roadmaps to enhance CAIS’ connectivity with custodians and technology providers
Drive strategic initiatives to optimize data flow, reporting, and workflow automation
Oversee integration strategies and execution, ensuring seamless data exchange between CAIS, custodians, and WealthTech platforms
Collaborate with product and technology teams to enhance API capabilities and interoperability
Identify process inefficiencies and lead initiatives to streamline partner workflows
Monitor key performance metrics related to integration adoption and partner engagement
Act as the subject matter expert on custodian operations, reconciliation processes, and investment technology infrastructure
Communicate the value of CAIS’ platform capabilities, integrations, and operational efficiencies to custodians and WealthTech providers
Partner with internal stakeholders to drive enhancements that improve the end-to-end investment experience
Provide thought leadership on emerging trends in wealth technology and digital custody solutions
Lead cross-functional initiatives to enhance custodian and WealthTech integration strategies
Scope and define business and technical requirements, translating them into scalable solutions
Provide executive-level updates on partnership developments, operational improvements, and strategic initiatives
Collaborate with compliance, legal, and risk teams to ensure adherence to regulatory requirements

Skills

Custody Operations

Technology Integrations

API

Wealth Management Infrastructure

Strategic Relationship Management

Data Exchange

Workflow Automation

Partnership Roadmaps

Issue Resolution

CAIS

Platform for accessing alternative investments

About CAIS

CAIS provides a platform that simplifies access to alternative investments for financial advisors and wealth managers. This platform allows users to invest in asset classes such as private equity, hedge funds, real estate, and distressed debt, which are not typically included in traditional investment categories like stocks and bonds. CAIS's platform features a variety of investment options, a streamlined process for subscribing and reporting, and an educational tool called CAIS IQ that helps advisors understand the complexities of alternative investments. Unlike its competitors, CAIS emphasizes a thorough due diligence process to ensure that all funds on its platform meet high standards, which helps build trust with advisors and their clients. The goal of CAIS is to transform the investment experience for independent wealth managers and financial advisors, making it easier for them to diversify their clients' portfolios and improve investment outcomes.

New York City, New YorkHeadquarters

2009Year Founded

$384.2MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

401(k) Company Match

Wellness Program

Paid Vacation

Parental Leave

Hybrid Work Options

Risks

Increased competition from fintech platforms may erode CAIS's market share.

Potential regulatory scrutiny could increase compliance costs for CAIS.

Economic downturns may reduce investor appetite for alternative investments, impacting revenue.

Differentiation

CAIS offers a comprehensive platform for alternative investments, streamlining advisor access.

The platform integrates due diligence by Mercer, ensuring high standards for investment options.

CAIS IQ provides personalized learning, enhancing advisors' understanding of complex investments.

Upsides

Partnership with Blackstone expands CAIS's offerings with top-tier investment strategies.

Integration with Orion broadens CAIS's reach to a wider advisor base.

Launch of Compass tool enhances advisors' asset allocation capabilities on the platform.

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