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 seeking a visionary leader to drive the assessment, adoption, education, and scaling of corporate AI tools at CAIS. This critical role will ensure the organization effectively leverages AI technologies to enhance end-user productivity while maintaining stringent data privacy and compliance standards. The ideal candidate will possess deep expertise in AI end-user tools, such as ChatGPT, Google Gemini, Anthropic Claude, and Microsoft Copilot, combined with a strong understanding of wealth management and alternative investments.
Key Responsibilities
AI Tool Assessment & Strategy:
- Evaluate the organization’s current AI tools, including ChatGPT, and determine their long-term viability.
- Research and assess alternative tools like Google Gemini and Anthropic Claude for potential adoption.
- Ensure all tools align with CAIS data privacy policies and do not contribute proprietary data or PII to training large language models.
Champion AI Education & Adoption
- Serve as the champion for corporate AI technologies, leading education initiatives and providing training to employees across functions.
- Establish office hours and support frameworks to guide employees in effectively using AI tools.
- Act as a resource for identifying and implementing use-case-specific AI solutions for operations, sales, and other teams.
Governance & Compliance
- Partner with security and compliance teams to conduct proper technology reviews for AI tools, ensuring alignment with privacy standards and regulatory requirements.
- Collaborate with internal stakeholders to refine and expand AI governance policies as tools evolve.
AI Strategy Leadership
- Drive the company’s AI-forward strategy with a focus on end-user technology.
- Stay ahead of emerging trends in corporate AI and provide thought leadership to guide the organization’s adoption of new technologies.
Qualifications
- Proven experience with end-user AI tools, including ChatGPT, Google Gemini, Anthropic Claude, Microsoft Copilot, and similar platforms.
- Strong knowledge of data privacy standards, particularly as they pertain to the use of AI technologies.
- Demonstrated ability to scale AI tools and drive adoption across diverse teams and functions.
- Background in wealth management, alternative investments, or related industries preferred.
- Excellent communication and training skills, with the ability to translate complex AI concepts for non-technical users.
- Experience managing vendor workflows and conducting technical reviews for new AI-enabled platforms.
- Ability to thrive in a fast-paced environment with evolving AI landscapes.
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 $190,000- $250,000. 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.
