Top Operations Jobs in NYC, NY
CAIS is seeking a Vice President to join the Investments team, responsible for sourcing, reviewing, monitoring, and engaging alternative asset managers and investment strategies. The role involves pipeline management, building investment options, fund due diligence, representation of CAIS to stakeholders, onboarding managers, negotiation, market knowledge, and cross-collaboration.
Seeking a highly organized team member to manage DDQ responses and coordinate delivery of RFPs in a FinTech platform. Responsibilities include due diligence response management, resource planning, and enhancing systems. Qualifications include 4-6 years of experience and a Bachelor's degree in business.
Seeking a Platform Solutions Delivery Manager with 10+ years of project management experience in financial services. Responsibilities include engaging clients, managing projects, collaborating across teams, mitigating risks, mentoring team members, and creating client-facing collateral. Qualifications include a bachelor's degree in business, economics, finance, or related discipline, strong critical thinking skills, proficiency with project management tools, and adaptability in fast-paced environments.
Seeking experienced internal sales professional to join Alternative Investments Product Specialist team. Responsibilities include providing support to senior members of the Business Development team, developing product knowledge, acting as a point of contact for investors, and coordinating client meetings. Qualifications include 2-3+ years of experience, Bachelor’s degree in Economics, Finance or Business, Series 7 & 63 licenses, proficiency in Microsoft Office and Salesforce, and high degree of intellectual curiosity.
Seeking a driven Associate to join the growing Client Service team, focusing on the Broker/Dealer client base. Responsibilities include assisting clients through active communication and transaction processes, serving as the main point of contact, becoming a subject matter expert of the platform, and collaborating cross-functionally with various teams.
Seeking a driven Advisor Services Associate to join the growing Client Service team in a financial services firm. Responsibilities include assisting clients through the transaction process, serving as the main point of contact, leading demos, and collaborating cross-functionally. Qualifications include a Bachelor's degree in economics or finance, 4+ years of client service experience, knowledge of alternative investments, and strong communication skills.
Seeking an experienced sales professional to join the Enterprise team, covering Enterprise clients in the financial services industry. Responsibilities include driving sales, managing relationships, launching products, and enhancing client engagement. Qualifications include 7+ years of experience in relationship management, a Bachelor's degree in business or finance, strong organizational and communication skills, and proficiency in Microsoft Suite and Salesforce.
Seeking a personable, highly driven professional to join the Enterprise team, covering Enterprise clients including RIA Aggregators, Independent Broker Dealers, and Bank & Trusts. Responsibilities include supporting senior team members, assisting in sales and asset retention, managing product and platform launches, facilitating onboarding, and staying updated on industry trends. Qualifications include 2-4 years of relevant experience, a Bachelor's degree in business or finance, exceptional organizational and interpersonal skills, and strong knowledge of Salesforce.
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