Vice President, Home Office Services - Remote

Overview

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.

In Short

• Manage high-level client relationships.
• Provide top-tier, white-glove service.
• Drive client success across all transaction phases.
• Work cross-functionally with multiple CAIS teams.
• Streamline and improve existing processes.
• Develop deep expertise in the CAIS platform and investment products.
• Ensure successful outcomes for top-tier clients.
• Collaborate with Home Office on trade processing.
• Lead tactical updates and process improvements.
• Support the rollout of platform enhancements.

Requirements

• Bachelor’s degree in economics, finance, or a related discipline.
• 5+ years of client service, product management, or investment operations experience.
• FINRA Registrations Series 7, 63 required.
• Experience in alternative investments required.
• Strong client service orientation.
• Advanced working knowledge of Microsoft Office and CRM programs.
• Exemplary oral, written, and interpersonal communication skills.

Benefits

• Generously subsidized healthcare with 100% employer paid dental and vision insurance.
• Employer matched retirement plan.
• Wellness programs.
• Generous PTO and parental leave.
• Flexible, hybrid in-office model.