IT Support Lead

Posted 2 Hours Ago
Be an Early Applicant
New York, NY
Hybrid
120K-155K Annually
Senior level
Fintech • Software • Financial Services
CAIS is the leading alternative investment platform for independent financial advisors.
The Role
Oversee IT support activities, manage relationships with MSP, resolve IT issues, improve customer satisfaction, and create documentation.
Summary Generated by Built In

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 througha 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.  

The IT support lead will oversee all IT support related activity, including support provided by outside MSP.  In addition, they will be the primary resource for coordinating and executing all project work related to the support function alongside our MSP. 

The role will act as an escalation point for 1st and 2nd level IT support concerns and will be responsible for maintaining a high level of customer satisfaction, finding ways to measure and improve it, and devising reliable and scalable solutions to problems.

Desired skills and technologies include:

  • Excellent interpersonal and team management skills
  • An attitude of proactive engagement with opportunities or areas for improvement
  • Microsoft Azure, M365, and Exchange environments
  • Microsoft Intune for inventory and access policy management
  • zScaler or other relevant zero-trust architecture deployments
  • Familiarity with Audio/Visual technologies and applications for office use
  • Strong troubleshooting mindset and the ability to properly engage and escalate issues
  • Experience in creating processes and documentation, and effectively garnering adoption
  • Assisting with IT equipment sourcing and budgeting
  • Ability to effectively measure service satisfaction levels, and work to improve them

Experience Desired

  • 5+ years of relevant IT experience
  • Experience leading a small team of technicians
  • Effectively engaging and managing an outsourced MSP

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 $120,000 - $155,000. 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 flexible PTO and generous parental leave. Additionally, CAIS offers a flexible, hybrid in-office model; for most roles, we do require a minimum of 3 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.

Top Skills

Exchange
M365
Azure
Microsoft Intune
Zscaler

What the Team is Saying

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Mark
Elisandra
Adam
Heaven-Leigh
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The Company
HQ: New York, NY
341 Employees
Year Founded: 2009

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.

Typical time on-site: 3 days a week
HQNew York, NY
Austin, TX
London, GB
Red Bank, NJ
Learn more

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