Vice President, Liquidity Solutions

Posted Yesterday
Be an Early Applicant
New York, NY, USA
Hybrid
175K-200K Annually
Senior level
Fintech • Software • Financial Services
CAIS is the leading alternative investment platform for independent financial advisors.
The Role
Lead development and scaling of CAIS's private markets liquidity ecosystem by sourcing partnerships, driving advisor adoption, defining workflows with Product/Tech, and supporting go-to-market, capital markets, and sales efforts.
Summary Generated by Built In

Location: New York, New York 

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.  

About the Role  

CAIS is seeking a Vice President, Liquidity Solutions to help build and scale the firm's liquidity solutions ecosystem across private markets. As investor demand for liquidity, portfolio optimization, and flexible access to private markets continues to grow, CAIS is uniquely positioned to connect advisors, asset managers, liquidity providers, and technology partners through a modern platform experience. 

The Vice President, Liquidity Solutions will serve as a strategic leader responsible for expanding CAIS's liquidity capabilities, developing ecosystem partnerships, supporting advisor adoption, and helping design the workflows and technology that make liquidity solutions more accessible across wealth management. This role sits at the intersection of private markets, capital markets, product strategy, and distribution. The successful candidate will work cross-functionally with Product, Capital Markets, Operations, Technology, and Sales teams to drive activation and adoption of liquidity solutions across the CAIS platform. 

Responsibilities 

 Serve as CAIS's subject matter expert on private markets liquidity solutions, including secondaries, continuation vehicles, tender offers, GP-led transactions, LP-led transactions, and emerging liquidity structures. 

  • Develop relationships with asset managers, liquidity providers, secondaries firms, placement agents, and strategic ecosystem partners. 
  • Identify and evaluate new liquidity opportunities and partnerships that enhance the CAIS platform. 
  • Partner with Product and Technology teams to build scalable advisor workflows and platform capabilities. 
  • Support advisor education, thought leadership, and go-to-market initiatives related to liquidity solutions. 
  • Collaborate with Capital Markets and Sales teams on client engagement and adoption strategies. 
  • Leverage data, automation, and AI-enabled tools to improve workflow efficiency and platform scalability. 
  • Represent CAIS externally at industry conferences, partner meetings, and client events. 

 Qualifications 

  • 5-8+ years of experience in private markets, secondaries, capital markets, alternative investments, or related fields. 
  • Deep understanding of private markets liquidity solutions and market participants. 
  • Experience working with asset managers, private market platforms, investment banks, secondaries firms, or wealth management organizations. 
  • Strong relationship management and partnership development skills. 
  • Demonstrated ability to operate effectively across multiple stakeholder groups and drive strategic initiatives. 
  • Passion for leveraging technology and innovation to improve private markets access and investor outcomes. 

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 self 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 $175,000 - $200,000. 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, 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 require a minimum of 3 days in office per week.   

We use technology, including AI tools, to support parts of our recruitment process such as application screening, interview scheduling, and candidate communications. These tools are used to improve efficiency and consistency, but they do not replace human judgement. All hiring decisions are made by people, and we are committed to fair and unbiased assessment of every candidate. 

 

Skills Required

  • 5-8+ years of experience in private markets, secondaries, capital markets, alternative investments, or related fields
  • Deep understanding of private markets liquidity solutions and market participants (secondaries, continuation vehicles, GP-led, LP-led, tender offers)
  • Experience working with asset managers, private market platforms, investment banks, secondaries firms, or wealth management organizations
  • Strong relationship management and partnership development skills
  • Demonstrated ability to operate effectively across multiple stakeholder groups and drive strategic initiatives
  • Passion for leveraging technology and innovation (including data, automation, AI-enabled tools) to improve private markets access and investor outcomes
  • Ability to support advisor education, thought leadership, and go-to-market initiatives
  • Located in New York, NY with a hybrid in-office model (minimum 3 days per week)

What the Team is Saying

Sanjam
Mark
Elisandra
Adam
Heaven-Leigh

CAIS Compensation & Benefits Highlights

  • Healthcare Strength Health coverage is described as highly subsidized across medical, dental, and vision, complemented by monthly wellness reimbursements and options like mental health support. A coverage waiver allowance is available if you are insured elsewhere.
  • Parental & Family Support New parents can take a lengthy period of fully paid parental leave, and resources like family medical leave and an onsite Mother’s Room are highlighted. These features signal meaningful support for growing families.
  • Retirement Support A 401(k) plan with an employer match is offered to help build long‑term savings. Disability and life insurance are also noted as part of the financial protection mix.

CAIS Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

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.

Gallery

Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery

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

Similar Jobs

CAIS Logo CAIS

Senior Associate, Alternative Investments

Fintech • Software • Financial Services
Hybrid
New York City, NY, USA
341 Employees
130K-165K Annually

CAIS Logo CAIS

Chief Information Security Officer (CISO)

Fintech • Software • Financial Services
Hybrid
New York City, NY, USA
341 Employees
270K-320K Annually

CAIS Logo CAIS

Product Specialist

Fintech • Software • Financial Services
Hybrid
New York City, NY, USA
341 Employees
150K-200K Annually

CAIS Logo CAIS

Fund Delivery Senior Associate

Fintech • Software • Financial Services
Hybrid
New York, NY, USA
341 Employees
122K-149K Annually

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account