Director of Product Management

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 Director of Product Management to join our growing Product Management team at CAIS. Reporting directly to the Chief Product Officer, this role is responsible for defining the vision, objectives, and strategic roadmap for product execution in close collaboration with the Product Team. The ideal candidate is an exceptional cross-functional communicator with strong attention to detail, creativity, and time management skills. They possess the flexibility and drive to consistently deliver mission critical projects with tight timelines and competing priorities. This is a unique opportunity to make a significant impact by driving change and transformation in a rapidly growing and evolving industry. 

Responsibilities: 

• Define and communicate the product vision and strategic roadmap, ensuring alignment with customer needs, market trends, and business goals 
• Utilize customer feedback, competitive analysis, and other metrics to inform and prioritize the product roadmap. 
• Partner with cross-functional stakeholders, including engineering, design, marketing, sales, operations and executive teams to gather and document requirements, ensuring alignment with product objectives. 
• Act as the primary liaison between internal teams and external stakeholders, ensuring consistent communication, including planning product rollouts and providing operational support post-launch. 
• Manage the product backlog, prioritizing features, enhancements, and fixes that are critical to achieving business and product goals.  
• Write user stories, define acceptance criteria, and prepare release communications, ensuring thorough documentation for quality and audit purposes. 
• Oversee the product development process from concept to launch, including testing prototype interfaces and workflows. 
• Work in an Agile/Scrum environment, participating in sprints, managing both product and sprint backlogs, and collaborating with cross-functional teams.  
• Champion the adoption of cutting-edge technologies and innovative methodologies, fostering a culture of continuous improvement and adaptability. 
• Establish and monitor key performance indicators (KPIs) to measure the impact of product initiatives on organizational efficiency and effectiveness. 
• Continuously track KPIs to ensure alignment with strategic goals, enabling data-driven decision-making. 

Qualifications: 

• 10+ years of experience as a Product Manager, with at least 5 years of experience working within the Financial Services industry (Alternative Investments and/or Wealth Management space strongly preferred), experience working in a two-sided digital marketplace a plus 
• Experience in creating, maintaining, and prioritizing product roadmaps, design requirements, and user stories. 
• Demonstrated ability to break down complex ideas into actionable plans while understanding interdependencies to deliver effective solutions. 
• Strong interpersonal skills with the ability to build strong working relationships across all levels and specializations across the organization. 
• Excellent verbal and written communication skills, with the ability to craft user stories, write product documentation tailored to various audiences, and keep teams and stakeholders informed. 
• Experience with requirements tracking tools such as Jira, Confluence, or an equivalent, and/or experience working with Agile methodologies  
• Scrum Master, Agile, and PMP certification preferred  
• Proven ability to manage multiple competing priorities and shift focus seamlessly as needed. 
• Ability to thrive in a fast-paced, dynamic environment with a focus on innovation and continuous improvement.

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 $195,500 - $265,500. 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.