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Senior Product Manager - Core Platform

CAIS · New York, New York · On-site

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About CAIS

CAIS is the leading alternative investment platform, providing financial advisors with streamlined access to private equity, hedge funds, structured notes, and more.

About the role

You will set product direction for a small, high-surface-area crew, working in close partnership with engineering leadership to sequence our backlog against capacity. You will also serve as the connective tissue between Core and the many squads that depend on its services — Capital Markets, Funds, Marketing, Sales, and Data among them — making clear calls on where a shared mechanism ends and a consuming team's own implementation begins. AI is central to how we work and what we build. Found on 1752vc Careers, the job board for startup and VC roles.

What they're looking for

  • Own the enterprise authentication roadmap: reliable firm-context resolution for multi-firm and dually-registered advisors, SSO migrations, and login/session experience
  • Partner with Compliance and Legal on identity-integrity and regulatory workflows
  • Set direction for CAIS IQ platform modernization (the firm's learning/compliance education product)
  • Evaluate emerging initiatives and bring leadership a clear, evidence-based build/no-build recommendation
  • Represent the team’s priorities in cross-functional planning, translating infrastructure trade-offs into business-impact language for non-technical stakeholders
  • Partner with engineering leadership on resourcing and sequencing decisions given a rapidly growing business
More about this role

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 Senior Product Manager to be a hands-on leader of our Core Platform team. The team owns the shared platform every other product team at CAIS builds on: including identity and access management (IAM), learning management, the homepage, and our public website. In identity, that means enterprise authentication, the tools clients use to manage their firms,...

Read the full posting on CAIS's site ↗

Product Management

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