CAIS

Vice President

• Serve as a trusted partner to key clients, coordinating with CAIS's Enterprise-level relationship managers to ensure a seamless client and advisor experience
• Drive sales and asset retention through direct selling and strategic client relationship management
• Manage product and platform launches, collaborating with internal teams, General Partners, key clients, and CAIS regional sales to maximize sales opportunities
• Develop and maintain trust-based relationships with Research teams at all levels and with advisors
• Collaborate with CAIS research teams and GPs to align on industry trends, strategy, and pipeline
• Enhance client and advisor engagement by working with the Marketing team to create targeted campaigns and by developing client-focused collateral to support field-based sales
• Facilitate onboarding with introductory calls, platform demonstrations, and support, ensuring a smooth transition and addressing any issues
• Stay updated on industry trends and market developments to maintain CAIS’s competitive position
• Demonstrate the features and benefits of the CAIS platform to advisors, emphasizing new tools and functionalities
• Record all client activities in Salesforce

VP/SVP, Home Office Coverage

Operations

• Lead CAIS Platform Operations across the post-trade alternative investment lifecycle including (e.g., distributions, capital calls, valuations, subscriptions, transfers, and redemptions)
• Direct a global team, ensuring resources are aligned, SLAs are met, and BAU activities run seamlessly
• Serve as escalation point and subject matter expert, fostering trust with clients, partners, and internal stakeholders
• Identify, design, and implement automation and process improvements that enhance efficiency and scalability
• Leverage data analysis and reporting tools to support informed decision-making and continuous improvement
• Champion emerging technologies, including GenAI, to streamline operations and unlock new capabilities
• Lead high-impact projects from initiation through execution, including scoping, requirements, risk mitigation, and delivery
• Provide transparent updates to senior leadership, ensuring accountability and alignment with company strategy
• Anticipate future operational needs and build business cases to drive strategic investments
• Collaborate with Product, Marketing, Distribution, and Strategy teams to create client-facing collateral, training materials, and sales enablement content
• Act as a strategic advisor in client and partner engagements, shaping solutions and identifying new business opportunities
• Support business development efforts by bringing operational expertise into client discussions and proposals

VP/SVP, Home Office Coverage

Platform Solutions and Operations SVP