CAIS · 5 hours ago
Fund Onboarding Vice President
New York, NY
Full-time
Hybrid
Mid, Senior Level
$135K/yr - $165K/yr
6+ years expCAIS is a pioneer in democratizing access to alternative investments for independent financial advisors. They are seeking a Fund Onboarding Vice President to oversee fund onboarding processes, manage project teams, and collaborate with cross-functional leaders to drive operational enhancements and client success.
FinanceFinancial ServicesFinTechHedge FundsReal Estate Investment
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
Qualification
Required
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
Benefits
Generously subsidized healthcare with 100% employer paid dental and vision insurance
An employer matched retirement plan
Wellness programs
Generous PTO and parental leave
Flexible, hybrid in-office model
Company
CAIS
CAIS is a financial technology platform that provides independent wealth channels with access to alternative investments.
201-500 employees
H1B Sponsorship
CAIS has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (5)
2023 (1)
2022 (3)
Funding
Current Stage
Growth StageTotal Funding
$406MKey Investors
Hamilton LaneReverence Capital PartnersEldridge Industries
2022-06-28Private Equity
2022-04-06Private Equity· $100M
2022-01-11Private Equity· $225M
Leadership Team
Matt Brown
Founder & CEO
Kan Kotecha
CTO
Recent News
2025-11-10
Company data provided by crunchbase