Platform Solutions and Operations SVP

CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes. CAIS also delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS supports over 50,000 advisors who oversee more than $6 trillion in network assets.  

We are seeking a highly driven, organized, and inquisitive team member to join our growing Platform Solutions & Operations team as a Platform Solutions SVP to lead Alternative Investment Platform Operations delivery efforts. This role will work cross-functionally with Partners, Clients, and leaders spanning all CAIS departments. The Platform Operations SVP is highly detail oriented and ensures CAIS provides high-quality support and services for our clients. 

Qualified applicants have a proven track record for leading complex projects within the financial services industry. They thrive in fast paced environments, have high attention to detail and firm grasp on the big picture, and can juggle competing priorities without letting anything slip through the cracks. They are creative, entrepreneurial problem solvers, and are pro-active, service-oriented collaborators. The Platform Operations SVP is perpetually curious, an avid learner, and always willing to mentor others as well. 

Responsibilities 

• Lead CAIS Platform Operations activities across the Pre-Trade, Trade, and Post-Trade phases of investment
  • Manage delegation and prioritization of daily BAU
  • Ensure SLAs are met, and team is staffed sufficiently
  • Provide timely, professional, and accurate support to clients and partners
  • Perform business and data analysis to troubleshoot problems, support data driving decisions, and develop reports and dashboards
  • Implement solutions to optimize Platform Operations
• Serve as an escalation point for your line of business
  • Know what other clients are asking for and help them to determine priorities and what to consult them away from.
  • Consult with clients in the moment, provide recommendations for scope/solutions.
• Drive planning, monitoring and management of high-impact projects from initiation to completion. Accountable, through team execution, for delivery of tactical business targets.
• Provide strategic oversight for projects
  • Drive project scoping including development of business requirements and translation to technical, process, and people needs
  • Leverage deep industry knowledge for client/partner consulting and to identify best possible “solutions”
  • Lead strategic discovery for large initiatives; balance client needs with company strategy
• Predict and manage resources needed to meet business requirements, achieve stakeholder objectives and ensure satisfaction without oversight from manager or project sponsor.  
  • When necessary, build business cases for capacity needs and escalate with management.
  • Anticipate and address trends; position resources for future needs
• Maintain project tracking tools and other internal and external resources, including Confluence, SharePoint, and Airtable, to ensure deadlines are met  
• Identify risks to project deliverables and partner with management and key stakeholders to plan mitigation efforts. Identify mitigation strategies, coordinating stakeholders, and managing execution.
• Effectively and proactively communicate project status to stakeholders and manage expectations with executive level management.
• Articulate long-term vision; manage strategic communications proactively; develop strategic direction for high-level delivery and operations
• Identify opportunities to automate, streamline, or enhance existing processes. Submit and oversee resolution of technology and operations requests including configuration, enhancements, and break-fix issues according to client specifications during the testing process and immediately following launch, with minimal supervision
• Build high-i