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Configure, integrate, and deploy the BT tool stack (Snowflake, Salesforce, Streamlit, workflow tools). Build integrations and Streamlit apps, deploy AI-enabled automations, maintain Snowflake data models and reports, catalog assets with DataHub, implement SDLC/testing/guardrails, ensure data security, and partner with Engineering/InfoSec while mentoring BT team members.

The role involves supporting senior sales members by managing client relationships and inquiries, while developing knowledge of CAIS products and the alternative investments market.

Junior sales role supporting RIAs, broker-dealers, and bank & trust clients in an assigned region. Build relationships, originate leads, distribute structured notes, defined outcome ETFs, and alternatives, coordinate with internal teams, use AI tools responsibly for research/outreach, and support special projects.

Lead and execute the firms cybersecurity and operational risk programs, including AI security strategy, incident response, vendor security, compliance (SEC/FINRA/SOC2), secure architecture, and day-to-day security operations. Partner with executives, oversee audits and certifications, and build security awareness across the organization while remaining hands-on with tooling, design reviews, and threat management.

Lead product and partner work for alternative investment offerings: manage fund origination and onboarding, serve as primary asset-manager contact, drive product strategy and new-structure launches, coordinate cross-functional teams, support manager adoption and training, and resolve operational escalations to optimize platform access to private markets.

The role involves generating new business within Independent Broker Dealers, managing client relationships, and providing expertise on alternative investment products such as hedge funds and private equity.

Lead and manage onboarding and implementation projects from initiation to launch. Scope solutions, gather requirements, track timelines in Confluence/Airtable, coordinate cross-functional stakeholders, identify and mitigate risks, communicate status to executives, support pre-sales and business development, and apply AI tools to accelerate routine workstreams.