Partner Experience (Analyst – Associate)
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 at scale through a wide variety of alternative investment products and technology solutions. CAIS provides access to strategies including hedge funds, private equity, private credit, real estate, digital assets, 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.
CAIS is always looking for the next game changer to join our growing Partner Experience team. This is a dual-hatted role that combines the relationship-driven side of Partner Experience (owning partner relationships, service delivery, and escalations) with the technical, platform-facing side (configuring the CAIS platform, driving process improvements and automation) into a single point of accountability. The ideal candidate is equally comfortable owning a partner relationship end-to-end and driving a cross-functional platform delivery project.
