Partner Operations - Custodian, Vice President

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 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: 

Strategic Relationship & Delivery Management 

• Build and maintain strategic relationships with custodians and WealthTech partners, ensuring alignment with CAIS’ growth and operational priorities
• Serve as the escalation point for high-priority partner requests, ensuring efficient resolution and proactive issue management
• Develop and execute partnership roadmaps to enhance CAIS’ connectivity with custodians and technology providers
• Drive strategic initiatives to optimize data flow, reporting, and workflow automation

Operational & Integration Leadership 

• Oversee integration strategies and execution, ensuring seamless data exchange between CAIS, custodians, and WealthTech platforms
• Collaborate with product and technology teams to enhance API capabilities and interoperability
• Identify process inefficiencies and lead initiatives to streamline partner workflows
• Monitor key performance metrics related to integration adoption and partner engagement

Product & Platform Expertise 

• Act as the subject matter expert on custodian operations, reconciliation processes, and investment technology infrastructure
• Communicate the value of CAIS’ platform capabilities, integrations, and operational efficiencies to custodians and WealthTech providers
• Partner with internal stakeholders to drive enhancements that improve the end-to-end investment experience
• Provide thought leadership on emerging trends in wealth technology and digital custody solutions

Project & Stakeholder Management 

• Lead cross-functional initiatives to enhance custodian and WealthTech integration strategies
• Scope and define business and technical requirements, translating them into scalable solutions
• Provide executive-level updates on partnership developments, operational improvements, and strategic initiatives
• Collaborate with compliance, legal, and risk teams to ensure adherence to regulatory requirements

Qualifications: 

• Bachelor’s degree in finance, business, or technology-related discipline; advanced degree preferred
• 7+ years of experience in custody operations, wealth management technology, or financial services integrations
• Deep understanding of custodian workflows, alternative investment transactions, and financial technology ecosystems
• FINRA Series 7, 63 (or ability to obtain)
• Expertise in API integrations, data reconciliation, and digital wealth platforms
• Strong leadership, negotiation, and stakeholder management skills

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’ 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. For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/our-company/careers.