Fund Delivery Lead — Onboarding & Implementation

CAIS; New York (NY); Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

Generously subsidized healthcare

Employer-paid dental and vision insurance

Employer matched retirement plan

Generous PTO and parental leave

Flexible, hybrid in-office model

Job summary

CAIS is seeking a project manager to join their Fund Delivery team in New York City. The role involves managing projects, engaging with clients, and collaborating with cross-functional leaders to deliver new FinTech capabilities. Candidates should have a bachelor’s degree, 2+ years of relevant experience, and exceptional communication skills.

CAIS offers a competitive benefits package with flexible hybrid work arrangements. Join a team that empowers independent financial advisors by democratizing access to alternative investments.

Qualifications

• 2+ years of experience in project management or operations within financial services.
• Exceptional organizational and interpersonal skills.
• Strong commitment to continuous professional development.

Responsibilities

• Monitor and manage new projects from initiation to completion.
• Participate in scoping solutions and gather requirements.
• Effectively communicate project status to stakeholders.

Skills

Critical thinking

Problem-solving

Project management

Organizational skills

Communication skills

Relationship management

AI fluency

Education

Bachelor’s degree in business, economics, finance, or a related discipline

Tools

Jira

Asana

Monday

Job description

CAIS is seeking a project manager to join their Fund Delivery team in New York City. The role involves managing projects, engaging with clients, and collaborating with cross-functional leaders to deliver new FinTech capabilities. Candidates should have a bachelor’s degree, 2+ years of relevant experience, and exceptional communication skills.

CAIS offers a competitive benefits package with flexible hybrid work arrangements. Join a team that empowers independent financial advisors by democratizing access to alternative investments.