Senior Product Manager (Funds Discovery)

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 Product Manager to join our growing Alternative Investments product team with a primary focus on investment discovery and pre-trade decision making for Funds. This role will be responsible for shaping and owning the end-to-end experience that enables advisors to explore, evaluate, compare, and construct portfolios of fund-based alternative investments prior to placing an order. 

This is an individual contributor role working within a broader portfolio of product managers. The Product Manager will partner closely with engineering, design, and cross-functional stakeholders to simplify complex investment workflows and deliver intuitive, scalable discovery experiences that support advisor decision making. 

What You’ll Own 

This role focuses on the Discovery phase of investing, including but not limited to: 

• Portfolio construction and analytics tools 
• Model-based investment programs 
• Fund offerings menus and navigation 
• Fund product detail pages, data presentation, and document access 
• The connective experience between discovery, analysis, and readiness to transact 

While this role is centered on Funds, it will collaborate closely with adjacent product areas to ensure a cohesive, platform-wide experience. As priorities evolve, the scope of this role may also shift, requiring the individual to take ownership of additional or different areas in support of broader business needs.

Responsibilities 

Discovery & Strategy 

• Partner with Design to gather quantitative and qualitative insights through user interviews, usability testing, market research, and analytics. 
• Translate discovery insights into clearly articulated problem statements, opportunity sizing, and solution hypotheses. 
• Define and maintain a clear product vision and roadmap for fund discovery experiences, aligned to firm-level objectives. 
• Distill findings into epics and initiatives with defined audiences, goals, success metrics, and alignment to OKRs. 
• Engage regularly with stakeholders and leadership to review priorities, tradeoffs, and strategic direction. 

Delivery & Execution 

• Own day-to-day product execution for one or more discovery-focused product areas. 
• Collaborate with engineering and design to drive backlog refinement, delivery planning, standups, and retrospectives. 
• Author high-quality product requirements, user stories, and acceptance criteria. 
• Ensure delivery transparency through clear timelines, dependencies, and status communication. 
• Partner with go-to-market teams to support launches, internal enablement, and ongoing iteration. 
• Able to articulate and critique interaction design for complex, data-rich workflows; comfortable producing low-fidelity flows/wireframes/prototypes to accelerate alignment. 

Experience & Qualifications 

• Relevant product management experience with demonstrable impact. 
• Financial services experience required; alternative investments and/or wealth management strongly preferred. 
• Experience building discovery, research, analytics, or portfolio construction tools strongly preferred. 
• Demonstrated ability to manage complex workflows with multiple stakeholders and dependencies. 

Technical Skills & Product Literacy 

• Fluency with agile product development practices and tooling (e.g., Jira, Confluence). 
• Comfort with early-stage estimation, prioritization frameworks, and data-informed decision making. 
• Proven experience delivering meaningful product enhancements from discovery through launch. 
• Nice to have: understanding of advisor workflows and decision-making in the context of alternative investments. 

Mindset & Collaboration 

• Resourceful self-starter with strong ownership and accountability. 
• Highly collaborative partner with empathy for users and teammates. 
• Clear, concise communicator capable of influencing across disciplines and seniority levels. 
• Comfortable operating in ambiguity while driving clarity and momentum. 

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 $145,000 - $180,000. 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 flexible PTO and generous parental leave. Additionally, CAIS offers a flexible, hybrid in-office model. We have offices in Austin, Texas; New York City; Redbank, New Jersey; and London, England. For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/our-company/careers