Partner Operations - Custodian, Vice President
CAISNew York, New York, United States
Posted September 12, 2025
135000 - 150000 USD year
Full Time
About the Company
CAIS is a leading alternative investment platform serving over 2,000 wealth management firms and supporting more than 50,000 financial advisors. The company's core business includes providing a single operating system for the entire lifecycle of alternative investments and capital markets strategies, enabling scale and efficiency. CAIS is recognized for its innovation and leadership in the industry, with awards such as Alternative Investment Firm of the Year by Wealth Solutions Report and Best RIA Platform by SPi.
Job Description
CAIS is a pioneering firm in alternative investment access, empowering independent financial advisors with technology solutions. They are seeking a Partner Operations Vice President to lead custodian and wealthtech provider relationships, focusing on seamless integration, operational efficiency, and partner success. The role requires deep expertise in custody operations, technology, and wealth management infrastructure.
Requirements
- 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
- 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
Benefits
- Generously subsidized healthcare
- Dental insurance
- Vision insurance
- Employer-matched retirement plan
- Wellness programs
- Generous PTO and parental leave
