Fund Onboarding Vice President - Austin

CAIS; Austin (TX); Hybrid; USD 120,000 - 180,000; Full time

Job summary

CAIS is hiring a Fund Onboarding Vice President to lead its Platform Solutions & Operations team. In this role, you will oversee fund onboarding processes and drive innovation in project management for cross-functional teams, ensuring a seamless experience for financial advisors. The ideal candidate will have a proven track record in financial services, showcasing exceptional leadership and strategic project management skills. This position underlines CAIS's commitment to empowering financial advisors through innovative solutions.

Benefits

Generously subsidized healthcare

100% employer paid dental and vision insurance

Employer matched retirement plan

Wellness programs

Generous PTO and parental leave

Flexible, hybrid in-office model

Qualifications

• Minimum 6+ years in project management or operations within financial services.
• Strong critical thinking and problem-solving skills.
• Proficient in project management tools.

Responsibilities

• Lead end-to-end project management from initiation to completion.
• Mentor and manage a team of project managers.
• Serve as the primary client liaison for onboarding.

Skills

Leadership

Project Management

Problem-solving

Communication

Collaboration

Education

Bachelor’s degree in Business, Economics, Finance

Tools

Airtable

Jira

Asana

Microsoft Suite

Job description

CAIS 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 highly motivated, organized, and strategic leader to join our growing Platform Solutions & Operations team as a Fund Onboarding Vice President. In this leadership role, you will oversee fund onboarding processes, guiding a team to work effectively with cross-functional leaders across Technology, Operations, CAIS IQ, Marketing, Investment Product, Sales, and Relationship Management.Our ideal candidate is an accomplished leader with a proven track record of managing complex projects within the financial services industry. You thrive in fast-paced environments, exhibit exceptional attention to detail, and balance multiple priorities seamlessly. You are a proactive, solutions-oriented collaborator, capable of fostering a high-performing team while driving innovation and efficiency.

This position offers a unique opportunity to lead impactful initiatives, significantly contributing to CAIS’s growth and client success by delivering innovative product onboarding solutions and advancing process improvements across the organization.

Responsibilities

• Lead end-to-end project management from initiation to completion, aligning team efforts with client and business objectives.
• Mentor and manage a team of project managers, fostering a collaborative and results-driven environment.
• Serve as the primary client liaison, advising on priorities, balancing client needs with resources, and maintaining clear communication.
• Collaborate with internal teams and clients to define project scope, develop strategic solutions, and oversee pre-trade, trade, and post-trade requirements for smooth product onboarding.
• Identify areas for operational enhancement, lead automation initiatives, and ensure technical resolutions are efficiently managed.
• Partner with the sales and relationship management teams to provide pre-sales expertise and tailor onboarding solutions to client requirements.
• Maintain accurate and up-to-date project tracking using tools like Confluence, SharePoint, and Airtable, ensuring team adherence to deadlines.
• Develop and implement best practices for team performance and client satisfaction.

Requirements

• Minimum 6+ years in project management or operations within financial services, with demonstrated leadership experience.
• Bachelor’s degree in Business, Economics, Finance, or a related field.
• Proven ability to lead, mentor, and develop a team, driving collaborative and high-impact results.
• Strong critical thinking and problem-solving skills with the ability to adapt quickly in dynamic environments.
• Proficient in project management tools (e.g., Airtable, Jira, Asana) and the Microsoft Suite.
• Excellent interpersonal and communication skills, capable of articulating complex ideas to diverse audiences.
• Commitment to continuous learning and fostering a culture of development within the team.

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 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 .

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