CAIS is a leading alternative investment platform serving over 2,000 wealth management firms and supporting more than 50,000 financial advisors. The company's core business includes providing a single operating system for the entire lifecycle of alternative investments and capital markets strategies, enabling scale and efficiency. CAIS is recognized for its innovation and leadership in the industry, with awards such as Alternative Investment Firm of the Year by Wealth Solutions Report and Best RIA Platform by SPi.
Open Positions
Alternative Investments Product Specialist - All Locations
5+ years of sales experience in alternatives, Bachelor's degree in business, economics, or finance, and Series 7 and 63 licenses
Fund Delivery Manager Vice President - New York
6+ years of experience in project management / operations within financial services, Bachelor’s degree in business, economics, finance, or a related discipline, experience with project management applications
Partner Operations - Custodian, Vice President
Bachelor’s degree. 7+ yrs in custody or wealth tech integrations. FINRA Series 7/63 (or equivalent). Expertise in API/digital wealth platforms & stakeholder mgmt
Home Office Coverage, VP/SVP
Bachelor's degree required. 7+ years of experience in sales, investor relations, or related roles with a focus on alternatives/national accounts. Salesforce and Microsoft Office proficiency essential
Platform Engineer
Strong understanding of Kubernetes, AWS core services, and infrastructure as code; experience in cloud infrastructure or platform engineering roles
IT Support Lead
5+ years of relevant IT experience, Experience leading a small team of technicians, Effective engagement and management of an outsourced MSP