Partner Operations

Partner Operations - Custodian, Vice PresidentCAIS 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. CAIS supports over 50,000 advisors who oversee more than $6 trillion in network assets.We are seeking a Partner Operations Vice President to lead the firm's relationships with custodians and WealthTech providers. This role is critical in driving seamless integrations, operational efficiency, and partner success across CAIS' ecosystem. The ideal candidate brings deep expertise in custody operations, technology integrations, and wealth management infrastructure, coupled with a strategic mindset and strong execution skills.Responsibilities:Build and maintain strategic relationships with custodians and WealthTech partners, ensuring alignment with CAIS' growth and operational prioritiesServe as the escalation point for high-priority partner requests, ensuring efficient resolution and proactive issue managementDevelop and execute partnership roadmaps to enhance CAIS' connectivity with custodians and technology providersDrive strategic initiatives to optimize data flow, reporting, and workflow automationOperational & Integration LeadershipOversee integration strategies and execution, ensuring seamless data exchange between CAIS, custodians, and WealthTech platformsCollaborate with product and technology teams to enhance API capabilities and interoperabilityIdentify process inefficiencies and lead initiatives to streamline partner workflowsMonitor key performance metrics related to integration adoption and partner engagementProduct & Platform ExpertiseAct as the subject matter expert on custodian operations, reconciliation processes, and investment technology infrastructureCommunicate the value of CAIS' platform capabilities, integrations, and operational efficiencies to custodians and WealthTech providersPartner with internal stakeholders to drive enhancements that improve the end-to-end investment experienceProvide thought leadership on emerging trends in wealth technology and digital custody solutionsProject & Stakeholder ManagementLead cross-functional initiatives to enhance custodian and WealthTech integration strategiesScope and define business and technical requirements, translating them into scalable solutionsProvide executive-level updates on partnership developments, operational improvements, and strategic initiativesCollaborate with compliance, legal, and risk teams to ensure adherence to regulatory requirementsQualificationsBachelor's degree in finance, business, or technology-related discipline; advanced degree preferred7+ years of experience in custody operations, wealth management technology, or financial services integrationsDeep understanding of custodian workflows, alternative investment transactions, and financial technology ecosystemsFINRA Series 7, 63 (or ability to obtain)Expertise in API integrations, data reconciliation, and digital wealth platformsStrong leadership, negotiation, and stakeholder management skillsCAIS 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.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.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.