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 supports over 50,000 advisors who oversee more than $6 trillion in network assets.
We are seeking a Director of Data Product Management to join our growing Product Management team at CAIS. Reporting directly to the Chief Product Officer, this role will collaborate with the Technology, Data, and Product Teams to define the vision, objectives, and strategic roadmap for product execution. The ideal candidate is an exceptional communicator with strong attention to detail and time management skills. They bring creativity, flexibility, and the drive to consistently deliver mission-critical projects under tight timelines and competing priorities. This is a unique opportunity to make a significant impact by driving change and transformation in our rapidly growing and evolving industry.
Responsibilities:
- Develop and execute a comprehensive data product strategy that aligns with the company’s overall business goals and market trends.
- Define and communicate the vision and roadmap for data products, ensuring they meet customer needs and deliver measurable value to the business.
- Act as the key liaison between technical teams (engineering, data science, analytics) and business stakeholders to ensure successful product delivery.
- Gather, prioritize, and translate product and customer requirements into detailed product specifications and actionable features, ensuring alignment with company strategy.
- Oversee the entire product lifecycle from concept through launch and beyond, ensuring timely delivery, quality, and performance of data products.
- Leverage data and analytics to inform product decisions, measure performance, and optimize user experiences.
- Conduct market research and competitive analysis to identify opportunities for innovation and differentiation.
- Build, mentor, and manage a high-performing team of data product managers, fostering a culture of innovation, continuous improvement, and accountability.
- Communicate effectively with senior leadership and other stakeholders, providing regular updates on product performance, roadmap progress, and strategic initiatives.
- Stay current with emerging technologies, tools, and trends in data product management to drive ongoing innovation.
Qualifications:
- Bachelor's degree in Computer Science, Engineering, Data Science, Business, or a related field; an advanced degree (MBA, MS) is preferred.
- 10+ years of experience in product management, with at least 5 years focused on data products or data-driven solutions.
- Proven ability to lead cross-functional teams and to manage product management teams, with exceptional people management skills focused on mentorship and development required.
- Strong understanding of data technologies, analytics platforms, machine learning, and big data environments; familiarity with tools like SQL, Python, or similar is a plus.
- Previous financial services experience required (Alternative Investments or Wealth Management space strongly preferred); prior experience working in a 2-sided digital marketplace a plus.
- Excellent verbal and written communication skills, with the ability to articulate complex technical concepts to non-technical audiences.
- Strong analytical and problem-solving skills, with the proven ability to make data-driven decisions.
- Deep understanding of customer needs, with a proven ability to deliver products that meet and exceed customer expectations.
- Experience with requirements tracking tools such as Jira, Confluence, or an equivalent, and/or experience working with Agile methodologies.
- Scrum Master, Agile, and PMP certification preferred.
- Ability to thrive in a fast-paced, dynamic environment with a focus on innovation and continuous improvement.
CAIS is consistently recognized as a Best Place to Work, and our culture is at the heart of our success. We are committed to fostering an inclusive environment where employees can be their most authentic selves and feel inspired and supported to bring their voice forward to drive community, growth, and innovation. We are an equal opportunity employer, and do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. Learn more about our culture, benefits, and people at https://www.caisgroup.com/our-company/careers.
CAIS’ compensation package includes a market competitive salary, a performance bonus, and exceptional benefits. If you are located in New York, New York, the base salary range for this role is $200,000 - $285,000. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location.
CAIS offers a comprehensive benefits package that includes generously subsidized healthcare with 100% employer paid dental and vision insurance, an employer matched retirement plan, wellness programs, and generous PTO and parental leave. Additionally, CAIS offers a flexible, hybrid in-office model; for most roles, we do not require a minimum number of days in office per week. For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/our-company/careers.
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What We Do
CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments providing financial advisors and alternative asset managers a single operating system for scale and efficiency.
CAIS serves over 2,000 wealth management firms that support more than 50,000 financial advisors who oversee approximately $6 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in Austin and London.
CAIS continues to be recognized for its innovation and leadership including awards for Alternative Investment Firm of the Year by Wealth Solutions Report, WealthTech100 List by Fintech Global, Great Places to Work by Fortune, Best RIA Platform by SPi, Best Alternative Investments Solution by Finovate, and many others.
For more information about CAIS, please visit www.caisgroup.com.
Why Work With Us
As CAIS continues to grow and develop award-winning technology, we need true agents of change to join our growing team. CAIS has opportunities for every skillset—from interns to directors. If you’re looking for a transformative, welcoming culture in which personal success is supported, consider joining our team.
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CAIS Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.