Product Manager

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 looking for a product manager to join our growing team. This is an individual contributor role working within a portfolio of product managers that report into the group PM of alternative investments. This role will be pivotal in simplifying the process of managing, analyzing, and trading alternative investment products, likely focusing on a given lifecycle stage (product discovery, trade execution, post-trade management) in part, while also ensuring seamless connectivity across the larger user journey.  

The product manager will work closely with one or more product ‘squads’ of engineers and designers, as well as stakeholders across multiple teams, including investments, sales, client services, operations, and marketing to identify product opportunities, coordinate design and development plans, and manage delivery timelines. The ideal candidate is passionate about using creativity to solve complex problems within the wealth management industry for user groups including independent financial advisors and asset managers.  

In addition to serving as a product manager focused on alternative investments, this role joins a broader product team ranging in background and experience. While each product manager ‘owns’ their product area and often works end to end, PMs are held accountable to standard deliverables (PRDs, JIRA boards / tickets, etc.), plan as a team, and work towards a shared strategic product experience vision.  

For broader context: 

• Other product areas include structured investments, data, and core experience. 
• CAIS is largely a desktop first, web-based application, with select mobile first and/or React Native experiences. 

Responsibilities: 

Discovery 

• In partnership with design, gather quantitative and qualitative insights through market research, user interviews, and analytics tools. 
• In partnership with design and engineering, leverage discovery findings to create compelling cases in support of what problems to solve, potential solutions, and execution strategies. 
• Distill findings into epics with the audience, purpose, and goals articulated, including KPIs and correlation to firm level OKRs. 
• Meet with stakeholders and management for input on and prioritization of specific features as well as periodic reviews of a larger product strategy. 

Delivery 

• Manage day to day operations of one or more products, running key ceremonies such as standups, refinements, and retrospectives. 
• Create tickets and project plans for in-flight work to ensure transparency on delivery timelines and clarity in execution. 
• Provide updates and demonstrations to clients and the broader organization throughout the build and in preparation of go-to-market. 

Experience: 

• Bachelor’s degree 
• 4+ years of relevant experience or 2+ years with master’s degree - financial services industry required (alternative investments and/or wealth management strongly preferred), experience with developing portfolio analytics or management tools a plus 

Technical Skills & Product Literacy 

• Understanding and interest in market trends, customer needs, and competitive dynamics of independent wealth management and alternative investments. 
• Proficiency in requirements tracking tools (e.g., Jira, Confluence) and agile methodologies, familiarity with t-shirt sizing and other early estimation frameworks. 
• Demonstrated experience in product launches, managing complex programs, and delivering critical projects. 

Mindset / Soft Skills: 

• Resourceful self-starter with a positive, flexible, can-do attitude.  
• Collaborative team player with high EQ and sense of empathy balanced with an ownership mentality.  
• Excellent communication and presentation skills, with the ability to facilitate meetings and workshops both within and across firms.  

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 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.