CAIS is the pioneer in democratizing access to and education about alternative investments and structured notes for independent advisors, asset managers, and bank issuers, empowering them to engage and transact on a massive scale. We believe that the combination of industry-leading technology and human interaction throughout the pre-trade, trade, and post-trade experience delivers superior operational efficiency and a world-class client experience. CAIS provides advisors with a broad selection of alternative investment strategies, including private equity, private credit, real estate, infrastructure, hedge funds, and structured notes. CAIS supports over 34,000 advisors who oversee more than $4.5 trillion in network assets.
We are seeking a highly driven, organized, and strategic Vice President to join our growing Office of the COO team. This role will play a critical role in supporting the COO in executing strategic initiatives, managing daily operations, and ensuring the efficient functioning of the Operations and Client Service organization. Qualified applicants have a proven track record for leading complex projects within the financial services industry. They thrive in fast paced environments, have uncanny attention to detail, and can juggle competing priorities without letting anything slip through the cracks.
They are creative, entrepreneurial problem solvers, and are pro-active, service-oriented collaborators.
Responsibilities
- Assist the COO in developing and implementing strategic plans and initiatives
- Conduct research, analyze data, and provide insights to support the strategic decision-making process
- Monitor industry trends and competitor activities to identify opportunities and threats
- Prepare presentations, reports, and communications for the COO, ensuring consistent messaging and alignment with the company’s vision
- Act as a liaison between the COO and other executives, departments, and stakeholders
- Plan and organize executive meetings, including agenda setting, follow-ups, and action item tracking
- Lead and manage special projects as assigned by the COO, coordinating with key project stakeholders to ensure timely completion and successful implementation of these initiatives
- Facilitate communication and collaboration between the project team and other key stakeholders to ensure alignment with the firm’s goals and objectives and timely delivery
- Identify and escalate risks to project deliverables, and work with management to plan mitigation efforts
- Maintain project tracking tools and other resources including Confluence and Airtable to ensure all project information is accurate, up to date, and accessible
- Produce regular reports that effectively and proactively communicate project status to stakeholders and executive level management
- Evaluate existing processes and identify opportunities for improvement; proposing and implementing best practices to enhance operational efficiency and productivity
- Special projects and additional responsibilities to be determined based on capacity, skill, and interest
Qualifications
- 5+ years of experience in strategy, the executive office, project management, or operations within the financial services industry
- Bachelor’s degree in business, economics, finance, or a related discipline required
- Exceptional organizational and interpersonal skills
- Impeccable written and verbal communication skills
- Proven ability to work effectively with senior executives and cross-functional teams
- Self-starter who takes initiative and learns quickly in a fast-paced environment
- High level of integrity, professionalism, and confidentiality
- Proficiency in Microsoft Office Suite and project management tools
- Experience using Confluence and Airtable preferred
- Project Management Professional (PMP) certification preferred
CAIS is consistently recognized as a Best Place to Work, and our culture is at the heart of our success. We are committed to fostering an inclusive environment where employees can be their most authentic selves and feel inspired and supported to bring their voice forward to drive community, growth, and innovation. We are an equal opportunity employer, and do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. Learn more about our culture, benefits, and people at https://www.caisgroup.com/our-company/careers.CAIS’ compensation package includes a market competitive salary, a performance bonus, and exceptional benefits.
If you are located in New York, New York, the base salary range for this role is $125,000 - $155,000. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location.CAIS offers a comprehensive benefits package that includes generously subsidized healthcare with 100% employer paid dental and vision insurance, an employer matched retirement plan, wellness programs, and generous PTO and parental leave. Additionally, CAIS offers a flexible, hybrid in-office model; for most roles, we do not require a minimum number of days in office per week.
For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/our-company/careers.
