Partner Relationship Manager – Fund Managers and Administrators, Vice President

CAIS; New York (NY); On-site; USD 80,000 - 150,000; Full time

Job summary

An established industry player is seeking a Vice President to enhance partner relationships and drive success in the alternative investment sector. This pivotal role requires a proactive individual with a strong background in client service and project management, capable of navigating a fast-paced environment. You will cultivate partnerships, streamline processes, and collaborate across teams to deliver exceptional service. If you have a passion for alternative investments and a knack for building relationships, this is your chance to make a significant impact in a dynamic firm that values innovation and inclusivity.

Benefits

Inclusive work environment

Professional development opportunities

Health and wellness programs

Flexible work arrangements

Qualifications

• 5+ years of experience in client service, project management, or fund operations.
• Strong understanding of alternative investments and financial services.

Responsibilities

• Manage key partner relationships and ensure satisfaction.
• Plan and execute projects from inception to completion.

Skills

Client Service

Project Management

Relationship Management

Communication Skills

Problem Solving

Education

Bachelor’s degree in economics

Bachelor’s degree in finance

Tools

Microsoft Office

Confluence

SharePoint

Airtable

Job description

Partner Relationship Manager – Fund Managers and Administrators, Vice President

New York City

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 Vice President to join our Platform Solutions & Operations team. This high-impact role involves managing key partner relationships, providing white-glove service, and driving partner success across all transaction phases. The ideal candidate thrives in a fast-paced, entrepreneurial environment, excels at cross-functional collaboration, and has a proven ability to streamline processes and lead complex projects within the financial services industry. With strong attention to detail, exceptional multitasking skills, and a proactive, problem-solving mindset, this individual will play a pivotal role in shaping partner relationships and contributing to the growth of our dynamic firm in the alternative investment space.

Responsibilities:

Partner Relationship Management and Support

• Cultivate and deepen partner relationships, individually and with team collaboration.
• Ensure partner satisfaction by identifying needs, offering value-added feedback, and delivering exceptional service.
• Serve as the primary contact for high-priority partner requests and initiatives, ensuring adherence to service-level expectations.
• Proactively communicate relationship and project updates to internal stakeholders and document interactions for alignment.

Collaboration and Cross-Functional Coordination

• Build strong relationships across CAIS lines of business partnering to improve pre-trade, trade, and post-trade processing, resolve issues, and implement integrations and best practices.
• Serve as the primary expert on partner operating model, integration, and nuances related to partner workflows and relationships with firms and other partners.
• Collaborate with internal and external project managers to implement strategies, resolve issues, and meet partner needs.

Platform and Product Expertise

• Develop deep knowledge of the CAIS platform, investment products, and services to guide adoption and provide partner support.
• Communicate CAIS value including platform's capabilities, operational efficiencies, technology integrations, and benefits to drive revenue growth.
• Support the rollout of platform enhancements, ensuring partner-directed documentation, communication, and effective training and integration if required.
• Conduct platform demonstrations and highlight new features for clients.

Process Improvement and Operations Management

• Identify and implement automation and process improvements to enhance partner experience.
• Monitor partner integration adoption and usage activity; providing reporting to partners as needed including insights to drive improvements.
• Oversee integration support requests during testing and post-launch to ensure partner satisfaction and internal viability.

Project and Resource Management

• Plan, manage, and execute projects from inception to completion with minimal supervision.
• Scope and define business requirements, translating them into technical, process, and resource needs.
• Monitor project risks, escalate constraints, and develop mitigation strategies with stakeholders.
• Maintain project tracking tools and resources, including Confluence, SharePoint, and Airtable.
• Provide executive-level updates and concise reporting.

Sales and Business Development Support

• Support business development by engaging with clients and participating in pre-sales activities.
• Partner with internal teams to secure new opportunities and provide domain expertise during client discussions.
• Develop sales-oriented materials including consulting on the art of possible, how CAIS interfaces work, workflow best practices and definition of the best fit solution based on joint priorities.

Knowledge Building and Strategic Insight

• Stay informed on firm initiatives, platform growth, and industry trends to offer expert guidance.
• Act as a subject matter expert for partner integration, onboarding and ongoing servicing capabilities.
• Contribute to creating training materials, user guides, and case studies for partner success stories.
• Network across functions and adapt communication to align with firm-wide objectives.

Qualifications:

• Bachelor’s degree in economics, finance, or a related discipline.
• 5+ years of client service, project management, or fund operations experience at a fund or financial services firm.
• Experience in alternative investments required.
• Strong understanding and experience with administrators, TA's, custodians.
• Solid understanding of systems integration in the financial services ecosystem.
• Strong relationship management orientation with the ability to manage multiple competing priorities.
• Advanced working knowledge of Microsoft Office.
• Exemplary oral, written, and interpersonal communication skills.
• Organized, motivated, able to work independently.
• FINRA Registrations Series 7, 63 nice to have.

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.