Senior Product Manager; Asset Manager

Company Overview

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 the Asset Manager experience. This role will shape and own the end‑to‑end experience that enables asset managers to effectively position their products, access actionable distribution intelligence, navigate governance and approvals, and operate seamlessly across the trade to servicing lifecycle. You will build the capabilities that help managers differentiate their products, reduce operational friction, and drive more efficient growth via the CAIS platform.

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.

• Build the “digital shelf” for asset managers — how products show up, stay current, and differentiate in the CAIS marketplace.
• Deliver distribution intelligence — advisor engagement and pipeline signals that help managers focus coverage and grow flows.
• Partner to evolve the trade‑to‑servicing experience — order transparency, exception resolution, and post‑trade deliverables that reduce friction for managers and advisors.
• Set the foundation and the next curve — access/approval governance and clean fund data now, scaling into AI‑driven insight and triage as the platform matures.

• 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 andmaintaina 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.

• 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.
• Authorhigh‑quality product requirements, user stories, and acceptance criteria.
• Ensuredeliverytransparency 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.

• 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.

• Fluency with agile product development practices and tooling (e.g., Jira, Confluence).
• Comfort with early‑stage estimation, prioritization frameworks, and data‑informed…