CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive Access to Unique Alternatives.
We recently grew our ownership consortium to include several veterans in financial services as well as the world’s leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbins’ latest book, The Holy Grail of Investing, co-authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well. Robbins’ private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others.
We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our Investors. We have more than $650mm of our personal capital committed to our investment vehicles. We provide access to our Investors to co-invest with us in these vehicles, which we believe provide the best opportunities for our families’ and our Shareholders’ money. Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250mm - $500mm of investable assets. Quite simply, there are many investments we can provide for our Investors they could never access on their own. Third, and what we believe is the most unique feature of our Firm, almost all of our compensation is earned only if an investor makes money. In many cases, if our Investors do not make money, we don’t get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available.
Senior Vice President of Digital Transformation
The Senior Vice President of Digital Transformation leads the firm’s enterprise-wide initiatives by evaluating existing platforms, designing scalable technology and process solutions, and driving automation and data-enabled capabilities that improve efficiency, decision-making, and long-term competitiveness.
Key Responsibilities:
- Lead enterprise-wide digital transformation initiatives by evaluating current platforms, identifying improvement opportunities, and designing scalable, future-state technology solutions aligned with long-term business objectives.
- Oversee the design, implementation, and scaling of high-impact systems and architectures to improve operational efficiency, performance, and scalability as the firm grows.
- Partner with business leaders to translate operational needs into technology solutions that enhance decision-making, data accuracy, and accessibility across the organization.
- Lead, mentor, and develop talent across the firm while serving as a trusted internal advisor on technology strategy and process optimization.
Success as a Senior Vice President of Digital Transformation will be measured by your:
- Progress against Digital Transformation pillars and VTO measurables, including improved decision speed, increased digital adoption, improved data accuracy, and measurable operational efficiency gains enabled by process and automation.
- Consistent achievement of quarterly and annual EOS Rocks, with high-impact initiatives delivered on time, adopted by the business, and producing clearly documented results.
- Demonstrated reduction in manual work and cycle times, increased standardized process usage, and scalable solutions that reduce ongoing support burden while enabling growth.
Requirements:
- Bachelor’s degree required in Business, Information Systems, Engineering, Operations, Computer Science, or related field; advanced degree preferred (MBA or relevant Master’s).
- 10+ years of experience in digital transformation, operations, technology, or process improvement, preferably within regulated, data-intensive environments.
- 6+ years in senior leadership roles leading enterprise-level, cross-functional initiatives with measurable operational impact.
- Executive Leadership & Influence: Leads with credibility and accountability; influences senior stakeholders, aligns teams, and drives decisions to clear outcomes.
- Change Leadership & Communication: Leads organizational change through clear communication, stakeholder engagement, and sustained adoption.
- Collaboration & Problem Solving: Builds strong cross-functional relationships, navigates complexity, and applies structured problem-solving to drive execution.
- Proven expertise in end-to-end process design, operational optimization, and automation in complex environments.
- Demonstrated success leading large, multi-workstream programs spanning technology implementation, process change, and adoption.
- Hands-on experience with enterprise platforms (e.g., Salesforce or similar CRM/workflow systems), including integration and enterprise adoption.
- Strong analytics and data enablement background, translating business needs into insights and dashboards (e.g., Power BI).
- Working knowledge of automation, APIs, and cloud technologies (e.g., Microsoft Azure, Copilot / AI-enabled tools).
Compensation and Benefits:
- Base salary will be commensurate with experience
- Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and firm profitability
- Participation in our matching 401k plan
- We offer a generous PTO plan, along with an excellent benefits portfolio
