Technical Product Manager

CAIS is the pioneer in democratizing access to and education about alternative investments and structured notes for independent advisors, asset managers, and bank issuers, empowering them to engage and transact on a massive scale. We believe that the combination of industry-leading technology and human interaction throughout the pre-trade, trade, and post-trade experience delivers superior operational efficiency and a world-class client experience. CAIS provides advisors with a broad selection of alternative investment strategies, including private equity, private credit, real estate, infrastructure, hedge funds, and structured notes. CAIS serves over 2,500 wealth management firms that support more than 65,000 financial advisors who oversee approximately $8.5 trillion in end-client assets.

Role Overview

We are looking to hire a Technical Product Manager to lead product for Salesforce at CAIS and to work directly in the system alongside our Salesforce team. Salesforce is where our Sales, operations, and client service teams manage firms, advisors, trades, and cases, so this role directly shapes how our teams work each day. The role also provides product support for our Data team, in an advisory capacity.

You will build a single, prioritized roadmap with Sales leaders for Funds and Capital Markets and with our operations and client service teams, so that work is planned and understood cross functionally. You will configure Salesforce yourself, write clear requirements for the engineers and administrators who build with you, and work to improve Sales adoption and data quality across the system.

AI is central to how we work and what we build. We expect this person to use AI tools every day to drive product outcomes, from research and requirements to prioritization and measuring results, and to define how Salesforce evolves with AI at CAIS.

Key Responsibilities

• Own the Salesforce roadmap as the team’s product lead. Partner with Sales and our operations and client service teams to build one cohesive plan, and keep it current as priorities change.
• Run intake and prioritization. Replace request-by-request work with a clear process for how requests are received, ranked, and scheduled, and make trade-offs visible to stakeholders.
• Configure Salesforce directly: build and maintain flows, custom objects, fields, and permissions, and write clear requirements for work your teammates build.
• Drive Sales adoption. Understand how Sales teams actually use Salesforce, remove friction, support training, and measure usage.
• Own data quality: duplicate prevention, firm, team, and contact structure, and third-party enrichment, with one trusted source for each key data point shared between the CAIS platform and Salesforce.
• Own the integrations between the CAIS platform and Salesforce, such as trade and client data syncs, so Sales and Finance see accurate and timely information.
• Define how Salesforce evolves with AI, including AI assistants that work inside the CRM, automated record updates and activity logging, and evidence-based recommendations on what to build.
• Use AI tools in your daily work to move faster and make better decisions, including discovery, drafting requirements, analyzing data, and keeping stakeholders informed, and help your team do the same.
• Provide advisory oversight of the Data team's roadmap and work tracking board, partnering with the Data team's leader on planning.
• Represent Salesforce priorities in cross-functional planning, translating technical trade-offs into business-impact language for non-technical stakeholders.

Skills & Experience Required

• Demonstrated product management experience, including ownership of a CRM or another internal business system, ideally within financial services or another regulated environment.
• Hands-on Salesforce experience: you have configured flows, custom objects, fields, and permission sets yourself, at Salesforce Administrator level or higher.
• Demonstrated experience using AI tools to drive product outcomes, with concrete examples of how it changed what you shipped or how fast you shipped it.
• Experience improving CRM data quality and user adoption, including duplicate management and clear rules for who owns which data.
• Experience leading day-to-day product delivery with engineers and administrators, including backlog refinement, sprint planning, and release coordination.
• Strong stakeholder management skills: able to balance competing requests from Sales, operations, and executives, say no with a clear rationale, and explain technical trade-offs in business terms.

Highly Advantageous Skills

• Salesforce certifications such as Administrator, Advanced Administrator, or Platform App Builder.
• Experience with Salesforce integrations, including APIs and event-based data syncs with other systems.
• Experience connecting AI assistants to CRM data, including controlled write-back to Salesforce records.
• Working knowledge of SQL and a cloud data warehouse such as Snowflake.
• Experience in wealth management, asset management, or financial services sales.

CAIS is consistently recognized as a Best Place to Work, and our culture is at the heart of our success. We are committed to fostering an inclusive environment where employees can be their most authentic selves and feel inspired and supported to bring their voice forward to drive community, growth, and innovation. We are an equal opportunity employer, and do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. Learn more about our culture, benefits, and people at our careers page.

CAIS’ compensation package includes a market competitive salary, a performance bonus, and exceptional benefits. If you are located in New York, New York, the base salary range for this role is $160,000 – $200,000. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location. 

CAIS offers a comprehensive benefits package that includes generously subsidized healthcare with 100% employer paid dental and vision insurance, an employer matched retirement plan, wellness programs, and generous PTO and parental leave. Additionally, CAIS offers a flexible, hybrid in-office model; for most roles, we do require a minimum of 3 days in our New York City office per week.

We use technology, including AI tools, to support parts of our recruitment process such as application screening, interview scheduling, and candidate communications. These tools are used to improve efficiency and consistency, but they do not replace human judgement. All hiring decisions are made by people, and we are committed to fair and unbiased assessment of every candidate.