Summary

We are seeking a highly driven, organized, and inquisitive team member to join our growing Platform Solutions & Operations team as a Fund Onboarding Vice President. This role will focus on

fund onboarding and requires close collaboration with cross-functional leaders across Technology, Operations, CAIS IQ, Marketing, Investment Product, Sales, and Relationship Management. Our ideal candidate has a proven track record of leading complex projects within the financial services industry, thrives in fast-paced environments, has uncanny attention to detail, and can juggle competing priorities with ease. They are creative, entrepreneurial problem solvers who are proactive, service-oriented collaborators.

This position offers a unique opportunity to make a significant impact on CAIS’s growth and the success of our clients by delivering innovative product onboarding solutions and driving process improvements across the organization.

Responsibilities 

1. Lead end-to-end project delivery from initiation to completion with minimal supervision, ensuring alignment with client and business objectives.
2. Collaborate with clients and internal teams to define project scope, develop strategic solutions, and oversee pre-trade, trade, and post-trade requirements for seamless product onboarding.
3. Act as the client liaison, advising on priorities, balancing needs with resources, and managing project documentation to ensure effective tracking and communication.
4. Develop in-depth knowledge of CAIS’s products and platform capabilities, staying informed about current functionalities and upcoming enhancements.
5. Identify opportunities for process improvements, overseeing requests for automation, configuration, and technical resolutions.
6. Support business development efforts, offering expertise during pre-sales to tailor solutions for client needs.
7. Maintain project tracking tools and other internal and external resources, including Confluence, SharePoint, and Airtable, to ensure deadlines are met.

Requirements

1. 6+ years of experience in project management or operations within financial services.
2. Bachelor’s degree in Business, Economics, Finance, or a related field.
3. Strong critical thinking, problem-solving, and relationship management skills with an ability to adapt quickly in dynamic environments.
4. Proficiency with project management tools (e.g., Airtable, Jira, Asana) and Microsoft Suite.
5. Effective communicator with a commitment to continuous learning and professional development.

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 $135,000 - $150,000. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location. 

Skills

• Business Relation
• Communications Skills
• Critical Thinking
• Problem Solving