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
The Vice President, Liquidity Solutions will serve as a strategic leader responsible for expanding CAIS's liquidity capabilities, developing ecosystem partnerships, supporting advisor adoption, and helping design the workflows and technology that make liquidity solutions more accessible across wealth management. This role sits at the intersection of private markets, capital markets, product strategy, and distribution.
What they're looking for
- Develop relationships with asset managers, liquidity providers, secondaries firms, placement agents, and strategic ecosystem partners
- Identify and evaluate new liquidity opportunities and partnerships that enhance the CAIS platform
- Partner with Product and Technology teams to build scalable advisor workflows and platform capabilities
- Support advisor education, thought leadership, and go-to-market initiatives related to liquidity solutions
- Collaborate with Capital Markets and Sales teams on client engagement and adoption strategies
- Leverage data, automation, and AI-enabled tools to improve workflow efficiency and platform scalability
More about this role
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 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.
About the Role
CAIS is seeking a Vice President, Liquidity Solutions to help build and scale the firm's liquidity solutions ecosystem across private markets. As investor demand for liquidity, portfolio optimization, and flexible access to private markets continues to grow, CAIS is uniquely positioned to connect advisors, asset managers, liquidity providers, and technology...
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