cais · New York
Skills: SQL
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 clien …truncat…
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