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 Corporate Strategy team at CAIS is a driving force behind business transformation, value creation, and scalable growth. Partnering with leadership, the team leads enterprise-wide initiatives, delivers actionable insights, and executes high-impact solutions from ideation to implementation. As a Corporate Strategy SVP, you will be a key architect of these efforts, working closely with senior leadership to define and execute strategic business priorities. This position requires a strong mix of analytical acumen, strategic vision, and leadership to identify market opportunities, drive organizational change, and create lasting impact.
Responsibilities
- Partner with executive leadership to define, assess, and implement firm-wide strategic priorities, ensuring alignment with CAIS’ long-term vision and business objectives.
- Conduct in-depth industry research, assess market trends, and develop strategic recommendations to inform CAIS’ priorities and positioning within the alternative investment and independent wealth management landscape.
- Structure and execute analyses to evaluate growth opportunities, operational efficiencies, and potential investments, leveraging data to support executive decision-making.
- Identify, evaluate, and execute M&A opportunities, partnerships, and strategic investments that align with CAIS’ long-term growth objectives.
- Lead financial modeling, due diligence, deal structuring, and post-merger integration efforts, working closely with internal and external stakeholders.
- Work across cross-functional business units, including Investment Management, Product Management, Technology, Sales, Operations, and Client Service to translate strategy into execution, driving measurable business impact.
- Collate and synthesize quantitative and qualitative insights and recommendations into compelling presentations for the executive team, Board of Directors, and external stakeholders.
- Promote a results-driven mindset, challenging teams to develop actionable solutions that drive growth, efficiency, and competitive advantage.
Who You Are
- Strategic Thinker with Execution Focus – Ability to synthesize complex information, develop clear strategies, and execute with precision.
- Strong Analytical & Financial Acumen – Skilled in market analysis, financial modeling, and business case development to drive data-informed decisions.
- M&A Expertise – Demonstrated experience in corporate development, M&A transactions, due diligence, and post-merger integration.
- Servant Leader & Influential Collaborator – Adept at aligning cross-functional teams, inspiring action, and driving consensus at all levels of the organization.
- Excellent Communicator – Strong ability to articulate insights, frame compelling narratives, and present confidently to executive stakeholders.
- Results-Driven Problem Solver – Demonstrated ability to manage ambiguity, prioritize competing priorities, and deliver measurable outcomes.
Qualifications
- 7+ years of experience in a top-tier management consulting firm, corporate strategy, or investment banking with significant exposure to M&A transactions. Experience within alternative investments, platform solutions, or large-scale transformations strongly preferred.
- Bachelor's degree in business, economics, finance, or a related discipline (MBA or advanced degree preferred).
- Highly specialized understanding of Alternative Investment accounting and operations.
- Exceptional organizational and interpersonal skills with the ability to build strong relationships with executive stakeholders.
- Proven track record of driving enterprise-wide strategic initiatives, market analysis, and business transformation within a fast-paced, high-growth environment.
- Proficiency in Microsoft Suite (PowerPoint, Excel) with strong financial modeling and presentation skills.
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 $140,000 - $195,000. 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 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.
