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.
The Role
As the QA Guild Lead, you will be the champion of technical excellence across the entire Product Engineering organization. Your mission will be to embed quality into every facet of software development, ensuring that our systems are not just functional but exceptional. At CAIS, we believe that technical excellence starts with quality and that high-quality software is the foundation for rapid development, scalability, and user experiences that consistently exceed expectations.
In this role, you will set the vision for quality, design scalable QA strategies, and lead by example to ensure that all teams prioritize technical excellence. Reporting directly to the Head of Product Engineering, you’ll collaborate with engineering and product leaders to weave quality into the DNA of our development culture. You will drive initiatives that elevate development velocity, reduce defects, and create resilient, high-performing software products that empower financial advisors worldwide.
Define and Evangelize Quality Standards
- Establish and communicate a vision for quality that drives technical excellence, aligns with business goals, and inspires the engineering team.
Lead the QA Guild
- Build and lead a QA guild that fosters collaboration and shared ownership of quality, influencing all teams to adopt best practices and cutting-edge tools.
Strategize and Implement Automation
- Architect scalable test automation strategies that reduce manual effort and improve reliability across a complex technology stack, including React, Kotlin, and Python.
Collaborate for Success
- Partner with cross functional tech leads to embed quality into every stage of the development lifecycle, from design and coding to deployment and maintenance.
Optimize Workflow
- Champion a culture of continuous improvement that focuses on flow, waste elimination, and measurable value delivery.
Hire and Mentor QA Talent
- Recruit, mentor, and empower QA professionals who share a passion for technical excellence and who thrive in a high-performance environment.
Drive Innovation in Testing
- Introduce modern techniques like chaos engineering, security testing, and performance optimization to create resilient systems.
What We’re Looking For
Technical Leadership
- Proven ability to inspire teams and drive alignment on quality as a core principle of software engineering.
Strategic Vision
- A forward-thinking approach to quality assurance that balances high standards with pragmatic execution.
Deep QA Expertise
- Extensive experience in QA for enterprise-grade software systems, with a strong grasp of test automation frameworks (e.g., Playwright) and manual testing best practices.
Full-Stack Knowledge
- Comfortable working with modern front-end and back-end technologies (we use React/TypeScript, Kotlin, and Python s
Coding Skills
- Strong programming skills to contribute to test automation and mentor others in effective coding practices.
Continuous Improvement Mindset
- Experience in creating workflows that enhance visibility, measure flow, and deliver value collaboratively.
Adaptability and Curiosity
- Eager to explore new technologies and methodologies that drive innovation in software quality.
Nice to Have
- Experience in FinTech, particularly within investments or wealth management.
- Expertise in advanced testing areas, such as vulnerability assessment and threat modeling.
- Experience experimenting with AI driven software testing.
- Familiarity with scale-up environments, where growth and rapid iteration are the norm.
- A track record of leading QA-focused guilds or similar communities of practice.
Why Join CAIS?
At CAIS, you’ll be at the forefront of transforming the financial services industry. You’ll collaborate with world-class engineers, work on impactful projects, and help define how we deliver excellence to our users. If you’re passionate about quality and ready to shape the future of financial technology, we’d love to hear from you.
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.
Top Skills
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.