Full-Time

Director of Data Product Management

Confirmed live in the last 24 hours

CAIS

CAIS

201-500 employees

Platform for accessing alternative investments

Fintech
Financial Services

Compensation Overview

$200k - $285kAnnually

+ Performance Bonus

Senior, Expert

New York, NY, USA

Flexible hybrid in-office model; no minimum number of days in office required.

Category
Product Management
Product Strategy
Product
Required Skills
Agile
Market Research
Python
Data Science
SQL
JIRA
SCRUM
Confluence
Data Analysis
Requirements
  • Bachelor's degree in Computer Science, Engineering, Data Science, Business, or a related field; an advanced degree (MBA, MS) is preferred.
  • 10+ years of experience in product management, with at least 5 years focused on data products or data-driven solutions.
  • Proven ability to lead cross-functional teams and to manage product management teams, with exceptional people management skills focused on mentorship and development required.
  • Strong understanding of data technologies, analytics platforms, machine learning, and big data environments; familiarity with tools like SQL, Python, or similar is a plus.
  • Previous financial services experience required (Alternative Investments or Wealth Management space strongly preferred); prior experience working in a 2-sided digital marketplace a plus.
  • Excellent verbal and written communication skills, with the ability to articulate complex technical concepts to non-technical audiences.
  • Strong analytical and problem-solving skills, with the proven ability to make data-driven decisions.
  • Deep understanding of customer needs, with a proven ability to deliver products that meet and exceed customer expectations.
  • Experience with requirements tracking tools such as Jira, Confluence, or an equivalent, and/or experience working with Agile methodologies.
  • Scrum Master, Agile, and PMP certification preferred.
  • Ability to thrive in a fast-paced, dynamic environment with a focus on innovation and continuous improvement.
Responsibilities
  • Develop and execute a comprehensive data product strategy that aligns with the company’s overall business goals and market trends.
  • Define and communicate the vision and roadmap for data products, ensuring they meet customer needs and deliver measurable value to the business.
  • Act as the key liaison between technical teams (engineering, data science, analytics) and business stakeholders to ensure successful product delivery.
  • Gather, prioritize, and translate product and customer requirements into detailed product specifications and actionable features, ensuring alignment with company strategy.
  • Oversee the entire product lifecycle from concept through launch and beyond, ensuring timely delivery, quality, and performance of data products.
  • Leverage data and analytics to inform product decisions, measure performance, and optimize user experiences.
  • Conduct market research and competitive analysis to identify opportunities for innovation and differentiation.
  • Build, mentor, and manage a high-performing team of data product managers, fostering a culture of innovation, continuous improvement, and accountability.
  • Communicate effectively with senior leadership and other stakeholders, providing regular updates on product performance, roadmap progress, and strategic initiatives.
  • Stay current with emerging technologies, tools, and trends in data product management to drive ongoing innovation.

CAIS provides a platform that simplifies access to alternative investments for financial advisors and wealth managers. This platform allows users to invest in asset classes such as private equity, hedge funds, real estate, and distressed debt, which are not typically included in traditional investment categories like stocks and bonds. CAIS's platform features a variety of investment options and a streamlined process for subscribing and reporting. Additionally, it includes CAIS IQ, an educational tool that helps advisors understand the complexities of alternative investments. Unlike its competitors, CAIS emphasizes a thorough due diligence process to ensure that all funds on its platform meet high standards, which helps build trust with advisors and their clients. The goal of CAIS is to transform how independent wealth managers and financial advisors access and manage alternative investments, ultimately helping them diversify their clients' portfolios and improve investment outcomes.

Company Stage

Growth Equity (Venture Capital)

Total Funding

$384.2M

Headquarters

New York City, New York

Founded

2009

Growth & Insights
Headcount

6 month growth

7%

1 year growth

14%

2 year growth

24%
Simplify Jobs

Simplify's Take

What believers are saying

  • Partnerships with industry giants like Blackstone and CAPTRUST enhance CAIS's credibility and expand its market reach.
  • The launch of CAIS Live demonstrates a commitment to advisor education and engagement, potentially increasing platform adoption and user loyalty.
  • CAIS's technology-driven solutions, such as CAIS Solutions, streamline the alternative investment process, making it more efficient and scalable for advisors.

What critics are saying

  • The niche focus on alternative investments may limit CAIS's market size compared to broader financial platforms.
  • Dependence on third-party due diligence firms like Mercer could pose risks if these partnerships face disruptions or quality issues.

What makes CAIS unique

  • CAIS uniquely focuses on simplifying access to alternative investments for independent financial advisors, unlike many platforms that cater to a broader financial audience.
  • The integration of CAIS IQ, a personalized learning system, provides a competitive edge by educating advisors on the complexities of alternative investments, a feature not commonly found in competing platforms.
  • CAIS's robust due diligence process, including third-party evaluations by firms like Mercer, ensures high standards for all funds on its platform, offering a level of trust and reliability that sets it apart.

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