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Platform Solutions and Operations SVP - Remote

CAIS is the leading alternative investment platform for independent financial advisors, powering pre-trade, trade, and post-trade workflows across a broad range of alternative strategies. We are seeking a strategic, hands-on Post-Trade Reporting & Operations SVP to lead global post-trade delivery, ensure flawless daily execution, strengthen client and partner relationships, and design scalable operational solutions that support the platform's growth.

Skills

  • Deep knowledge of fund accounting, reconciliation, and settlement processes for alternatives (PE, Hedge, Credit, Real Assets).
  • Proficiency in Excel, SQL, and Tableau for data analysis and reporting.
  • Experience with project management tools (Airtable, Jira, Asana, Monday).
  • Proven experience leading and developing global teams and managing SLAs.
  • Strong stakeholder management, client-facing communication, and escalation handling.
  • Ability to design automation and process improvements, and to apply emerging technologies such as GenAI.

Responsibilities

  • Lead and manage global post-trade operations across distributions, capital calls, valuations, subscriptions, transfers, and redemptions.
  • Own daily operations, align resources to SLAs, and serve as escalation point and subject matter expert for clients and partners.
  • Design and implement process improvements and automation to increase efficiency and scalability.
  • Leverage data, reporting, and analytics to measure performance and inform continuous improvement.
  • Champion emerging technologies (including GenAI) to streamline workflows and unlock new capabilities.
  • Lead high-impact projects end-to-end: scoping, requirements, risk mitigation, and delivery with senior leadership updates.
  • Partner cross-functionally with Product, Marketing, Distribution, and Strategy to create client-facing collateral, training, and sales enablement.
  • Support business development and client engagements by providing operational expertise and solution design.

Education

  • Bachelor’s degree in business, economics, finance, or related discipline (required).
  • Advanced degree (MBA or related) preferred.

Benefits

  • Market-competitive base salary plus performance bonus.
  • Comprehensive healthcare with employer-paid dental and vision coverage.
  • Employer-matched retirement plan.
  • Wellness programs and generous PTO.
  • Generous parental leave.
  • Flexible work policies; hybrid expectations vary by role.
  • Professional development and cross-functional collaboration opportunities.
To read the complete job description, please click on the ‘Apply’ button
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CEO of CAIS
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Matthew Brown
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Average salary estimate

$175000 / YEARLY (est.)
min
max
$160000K
$190000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

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CAIS is the premier financial technology platform, providing independent financial advisors with access to top-tier managers of specialized investment products in the multi-trillion dollar independent wealth channel. CAIS offers streamlined execut...

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DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
SALARY RANGE
$160,000/yr - $190,000/yr
EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
October 2, 2025
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