CAIS · 6 hours ago
Partner Operations - Custodian, Vice President
New York, NY
Full-time
Hybrid
Mid, Senior Level
$135K/yr - $150K/yr
7+ years expCAIS is the leading alternative investment platform for independent financial advisors, and they are seeking a Partner Operations Vice President to lead relationships with custodians and WealthTech providers. This role focuses on driving operational efficiency, seamless integrations, and partner success within CAIS’ ecosystem.
FinanceFinancial ServicesFinTechHedge FundsReal Estate Investment
Responsibilities
Build and maintain strategic relationships with custodians and WealthTech partners, ensuring alignment with CAIS’ growth and operational priorities
Serve as the escalation point for high-priority partner requests, ensuring efficient resolution and proactive issue management
Develop and execute partnership roadmaps to enhance CAIS’ connectivity with custodians and technology providers
Drive strategic initiatives to optimize data flow, reporting, and workflow automation
Provide executive-level updates on partnership developments, operational improvements, and strategic initiatives
Oversee integration strategies and execution, ensuring seamless data exchange between CAIS, custodians, and WealthTech platforms
Scope and define business and technical requirements, translating them into scalable solutions
Collaborate with product and technology teams to enhance API capabilities and interoperability
Identify process inefficiencies and lead initiatives to streamline partner workflows
Monitor key performance metrics related to integration adoption and partner engagement
Act as the subject matter expert on custodian operations, reconciliation processes, and investment technology infrastructure
Communicate the value of CAIS’ platform capabilities, integrations, and operational efficiencies to custodians and WealthTech providers
Partner with internal stakeholders to drive enhancements that improve the end-to-end investment experience
Provide thought leadership on emerging trends in wealth technology and digital custody solutions
Qualification
Required
Bachelor's degree in finance, business, or technology-related discipline
7+ years of experience in custody operations, wealth management technology, or financial services integrations
Deep understanding of custodian workflows, alternative investment transactions, and financial technology ecosystems
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
Preferred
advanced degree
Benefits
Generously subsidized healthcare with 100% employer paid dental and vision insurance
An employer matched retirement plan
Wellness programs
Generous PTO and parental leave
A flexible, hybrid in-office model
Company
CAIS
CAIS is a financial technology platform that provides independent wealth channels with access to alternative investments.
201-500 employees
H1B Sponsorship
CAIS has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (5)
2023 (1)
2022 (3)
Funding
Current Stage
Growth StageTotal Funding
$406MKey Investors
Hamilton LaneReverence Capital PartnersEldridge Industries
2022-06-28Private Equity
2022-04-06Private Equity· $100M
2022-01-11Private Equity· $225M
Leadership Team
Matt Brown
Founder & CEO
Kan Kotecha
CTO
Recent News
2025-11-10
Company data provided by crunchbase