--- title: 'Vice President, Liquidity Solutions at CAIS' canonical: 'https://feeny.ai/job/vice-president-liquidity-solutions-cais-new-york-w9154nab6qvg' type: 'job' last_seen: '2026-09-08' --- # Vice President, Liquidity Solutions at CAIS - **Company:** CAIS - **Location:** New York, NY - **Posted:** 2026-08-06 - **Last confirmed live:** 2026-09-08 - **Apply:** https://job-boards.greenhouse.io/cais/jobs/8687300002 ## Job description Location: New York, New York 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 serves over 2,500 wealth management firms that support more than 65,000 financial advisors who oversee approximately $8.5 trillion in end-client assets. ## About the Role CAIS is seeking a Vice President, Liquidity Solutions to help build and scale the firm's liquidity solutions ecosystem across private markets. As investor demand for liquidity, portfolio optimization, and flexible access to private markets continues to grow, CAIS is uniquely positioned to connect advisors, asset managers, liquidity providers, and technology partners through a modern platform experience. The Vice President, Liquidity Solutions will serve as a strategic leader responsible for expanding CAIS's liquidity capabilities, developing ecosystem partnerships, supporting advisor adoption, and helping design the workflows and technology that make liquidity solutions more accessible across wealth management. This role sits at the intersection of private markets, capital markets, product strategy, and distribution. The successful candidate will work cross-functionally with Product, Capital Markets, Operations, Technology, and Sales teams to drive activation and adoption of liquidity solutions across the CAIS platform. ## Responsibilities Serve as CAIS's subject matter expert on private markets liquidity solutions, including secondaries, continuation vehicles, tender offers, GP-led transactions, LP-led transactions, and emerging liquidity structures. - Develop relationships with asset managers, liquidity providers, secondaries firms, placement agents, and strategic ecosystem partners. - Identify and evaluate new liquidity opportunities and partnerships that enhance the CAIS platform. - Partner with Product and Technology teams to build scalable advisor workflows and platform capabilities. - Support advisor education, thought leadership, and go-to-market initiatives related to liquidity solutions. - Collaborate with Capital Markets and Sales teams on client engagement and adoption strategies. - Leverage data, automation, and AI-enabled tools to improve workflow efficiency and platform scalability. - Represent CAIS externally at industry conferences, partner meetings, and client events. ## Qualifications - 5-8+ years of experience in private markets, secondaries, capital markets, alternative investments, or related fields. - Deep understanding of private markets liquidity solutions and market participants. - Experience working with asset managers, private market platforms, investment banks, secondaries firms, or wealth management organizations. - Strong relationship management and partnership development skills. - Demonstrated ability to operate effectively across multiple stakeholder groups and drive strategic initiatives. - Passion for leveraging technology and innovation to improve private markets access and investor outcomes. 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 self 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 $175,000 - $200,000. 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, 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 require a minimum of 3 days in office per week. We use technology, including AI tools, to support parts of our recruitment process such as application screening, interview scheduling, and candidate communications. These tools are used to improve efficiency and consistency, but they do not replace human judgement. All hiring decisions are made by people, and we are committed to fair and unbiased assessment of every candidate. ## About CAIS ## Company Overview - **One-liner**: CAIS is a fintech leader transforming the world of alternative investing by providing independent financial advisors and asset managers with a technology platform that simplifies access, education, and transactions for alternative investments. - **Entity Type**: Private (fintech) - **Headquarters**: New York City, New York, USA - **Founded**: 2009 - **Founders**: Matt Brown (Founder, Chairman & CEO) [caisgroup.com](https://www.caisgroup.com/our-company/careers) ## Core Business - **Primary industries**: Alternative investments, fintech, wealth management, asset management - **Target customers**: B2B – independent financial advisors, wealth management firms, alternative asset managers, and bank issuers - **Mission**: “Democratize access for independent financial advisors by breaking down barriers that prevent them from connecting with experienced alternative asset managers.” [caisgroup.com](https://www.caisgroup.com/our-company) ## Products & Services - **CAIS Marketplace**: A turnkey platform that provides advisors with a broad selection of alternative investment strategies (private equity, private credit, real estate, infrastructure, hedge funds, structured notes) along with digitized subscriptions, integrated reporting, and independent due diligence from Mercer. [caisgroup.com](https://www.caisgroup.com/our-company) - **CAIS Solutions**: Customizable SaaS technology that powers the pre-trade, trade, and post-trade lifecycle of alternative investments for larger independent wealth management firms. [caisgroup.com](https://www.caisgroup.com/our-company) - **CAIS IQ**: An educational platform with 175+ courses designed to help financial advisors learn about alternative investments and earn CE credits. [caisgroup.com](https://www.caisgroup.com/our-company) ## Market Standing - **Valuation**: Not publicly available (private company) - **Key Metric**: Over 62,000 advisors on the platform; $7.5 trillion in end-client assets; 2,000+ wealth management firms served. [caisgroup.com](https://www.caisgroup.com/our-company) - **Notable Investors/Partners**: Not listed in available sources. Partner with Mercer for independent due diligence. [caisgroup.com](https://www.caisgroup.com/our-company) - **Growth Signals**: Four global offices (NYC, Austin, London, Red Bank); 341 total employees (105 in product & tech); recognized on Fortune Best Workplaces lists, WealthTech100, and others. [builtin.com](https://builtin.com/company/cais) [caisgroup.com](https://www.caisgroup.com/our-company/careers) ## Competitive Advantages - **Independent due diligence**: All funds listed on CAIS Marketplace undergo review by Mercer, a leader in institutional investment and operational due diligence. [caisgroup.com](https://www.caisgroup.com/our-company) - **End-to-end digitization**: Streamlines the entire transaction lifecycle with integrated custodians and reporting providers, reducing operational friction for advisors. - **Scale and network effects**: With a large and growing advisor base, asset managers gain efficient distribution, while advisors get access to a broad set of vetted products. ## Strategic Focus - Continue to democratize access to alternative investments by expanding the platform’s product offerings, deepening educational resources (CAIS IQ), and scaling technology to serve both independent advisors and large wealth management firms. [caisgroup.com](https://www.caisgroup.com/our-company) ## Why Work Here - **Culture**: Certified Great Place to Work (95% of employees say it’s a great place to work); recognized by Fortune for Best Workplaces in Financial Services, New York, and for Millennials. [greatplacetowork.com](https://www.greatplacetowork.com/en/certified-company/7022235) - **Work model**: Hybrid – employees typically work on-site 3 days a week. [builtin.com](https://builtin.com/company/cais) - **Benefits**: Highly subsidized medical, dental, vision; 16 weeks paid parental leave; flexible PTO; 4% 401(k) match; free lunch program; monthly happy hours and team events. [caisgroup.com](https://www.caisgroup.com/our-company/careers) - **DEI**: Active initiatives through “Together @ CAIS” working group and “Women in Wealth” webinar series to increase diversity in finance and tech. [caisgroup.com](https://www.caisgroup.com/our-company/careers) - **Growth**: Emphasis on internal promotion; learning and development opportunities; mentorship; early-career internships and entry-level roles. [caisgroup.com](https://www.caisgroup.com/our-company/careers) ## Sources 1. [caisgroup.com - Careers page](https://www.caisgroup.com/our-company/careers) 2. [caisgroup.com - Company page](https://www.caisgroup.com/our-company) 3. [caisgroup.com - Homepage](https://www.caisgroup.com/) 4. [builtin.com - CAIS profile](https://builtin.com/company/cais) 5. [greatplacetowork.com - CAIS certification](https://www.greatplacetowork.com/en/certified-company/7022235) ## Other roles at CAIS - [Fund Controlling, Senior Associate](https://feeny.ai/job/fund-controlling-senior-associate-cais-new-york-1xj70n5d9crq) — New York, NY - [Fund Management, Analyst](https://feeny.ai/job/fund-management-analyst-cais-new-york-zwtwxjdkyjn9) — New York, NY - [Data Platform Solutions Lead](https://feeny.ai/job/data-platform-solutions-lead-cais-new-york-c63swnfjvvxb) — New York, NY - [Revenue Accounting - Senior Associate](https://feeny.ai/job/revenue-accounting-senior-associate-cais-new-york-w397brwt53jk) — New York, NY - [Lead Application Security Engineer](https://feeny.ai/job/lead-application-security-engineer-cais-london-0vwywp9brssb) — London, United Kingdom - [Chief Information Security Officer (CISO)](https://feeny.ai/job/chief-information-security-officer-ciso-cais-new-york-nt2gakv6qdxs) — New York, NY - [Senior Associate, Alternative Investments](https://feeny.ai/job/senior-associate-alternative-investments-cais-new-york-d3s5w5xytq5e) — New York, NY - [AI & Data Systems Engineer](https://feeny.ai/job/ai-data-systems-engineer-cais-new-york-r5fefp7x969h) — New York, NY - [Fund Delivery Senior Associate](https://feeny.ai/job/fund-delivery-senior-associate-cais-new-york-3b6gmq1v292y) — New York, NY - [Alternative Investments - Internal Associate](https://feeny.ai/job/alternative-investments-internal-associate-cais-new-york-xrnb3e1xhg6g) — New York, NY