About the company
CAIS is the pioneer in democratizing access to and education about alternative investments and structured investment solutions 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 access to a broad range of alternative investment strategies, including structured investments, hedge funds, private equity, private credit, real estate, and digital assets. 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.
Job Summary
Key Responsibilities:
Executive Operations and Time Management
Manage the COO’s calendar, travel, and expenses with a high degree of accuracy Coordinate and schedule internal and external meetings across senior stakeholders Prepare agendas, briefing materials, and follow-up correspondence on behalf of the COO Take detailed notes during meetings and capture decisions and key action items Track deadlines and ensure materials are accurate, current, and delivered on time Assist with organizational frameworks (e.g., OKRs) across Operations & Client Services and at the firm level, through tracking and coordination Support additional OpsCS-related work as directed by the COO Act as a first line of organization and prioritization for the COO’s time and commitments COO Office Coordination, Materials and Strategic Support
Coordinate closely with the Director of Strategic Partnerships on COO-related priorities, timelines, and materials Own end-to-end logistics for COO-led sponsorships tied to strategic partnerships, including coordination with Marketing and Events on conference presence, materials, schedules, and on-site execution at firm and industry events Build, update, and manage decks and materials for: Leadership meetings Internal COO meetings Board preparation support External partner meetings (support role only) Lead execution and coordination for: Townhalls Offsites COO-sponsored initiatives
Requirements:
2-3+ years of experience in executive support, coordination, Finance, operations, or a related role (Alternative Asset Management or Wealth Management preferred) Ability to work out of our New York City office 4 times a week Exceptional organizational skills and attention to detail High EQ, positive attitude and sound interpersonal judgement Demonstrated ability to manage multiple competing priorities Clear, concise written and verbal communication skills Comfortable working with senior leaders and cross-functional teams High level of discretion, professionalism, and judgment Willingness to learn and operate in a fast-paced, evolving environment Familiarity with Microsoft Office, Airtable, Slack, Salesforce and Confluence a plus 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 $90,000 - $120,000. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location.
