Asset Manager Relations Vice President

Posted on 4/30/2024



201-500 employees

Fintech platform connecting advisors with asset managers


Senior, Expert

New York, NY, USA

Required Skills
  • 5+ years of relationship management, investor relations, business development or external sales experience covering national accounts in the alternative investment space
  • Bachelor’s degree in business, economics, finance, or a related discipline required
  • Series 7 and 63 required
  • Excellent working knowledge of Microsoft Suite and Salesforce
  • Comprehensive understanding and experience at the intersection of asset management and independent wealth management
  • Demonstrated expertise spanning a broad and diverse range of alternative investment products
  • Ability to deliver a complex and varied product and technology offering to highly sophisticated clients
  • Strong track record of building and maintaining client relationships with key decision makers
  • Exceptional organizational and interpersonal skills
  • Impeccable written and verbal communication skills
  • Self-starter who takes initiative and learns quickly in a fast-paced environment
  • Strong commitment to continuous professional development and improvement of the team
  • Excellent client service aptitude and attitude
  • Serve as the primary point of contact to both new and existing asset managers on the CAIS platform, collaborating with internal teams to facilitate a successful onboarding and ongoing experience
  • Build deep partnerships with manager distribution teams by embracing a consultative approach to understanding their goals, and sharing timely and relevant insights that aid their objectives
  • Collaborate with senior leaders to craft and implement strategies that align asset managers' distribution goals with the needs of independent wealth advisors, enhancing mutual success
  • Engage directly with partner firms, presenting data-driven insights that can help inform strategies to optimize fund raising efforts within the independent wealth management channel
  • Review platform engagement metrics with partner firms, highlighting new or underutilized platform tools or capabilities that can streamline workflows and increase penetration within the channel
  • Educate distribution teams on the benefits of working with CAIS, emphasizing the rigor of our due-diligence processes and ease of transaction experience
  • Collaborate closely with internal and external stakeholders to position products for the independent wealth channel, ensuring consistent and up-to-date messaging across collateral, campaigns, talking points and events
  • Empower distribution efforts through providing ongoing updates on key selling points based on investment strategies and macroeconomic trends
  • Support the planning and execution of manager roadshows and other engagement activities to boost visibility and interaction between key asset managers and wealth management firms
  • Acquire and maintain comprehensive expertise across all CAIS investment products and business areas
  • Maintain robust working relationships across teams including Operations, Marketing, Investments, Product and Technology to streamline product onboarding and manager integration processes
  • Take the lead on special projects, adapting roles and responsibilities to utilize personal strengths and skills

CAIS is a leading fintech platform that offers a unique working environment where employees can directly contribute to simplifying complex financial transactions between independent financial advisors and top-tier alternative asset managers. The company has facilitated over $25 billion in transaction volume, demonstrating its success and reliability in a high-stakes industry. By joining this team, you'll work at the intersection of technology and finance, helping to empower thousands of advisors managing trillions in assets, which can be incredibly rewarding and impactful for career growth.

Company Stage

Series B

Total Funding



New York, New York



Growth & Insights

6 month growth


1 year growth


2 year growth