AI-Forward IT Support Engineer

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 50000 advisors who oversee more than $6 trillion in network assets.

The AI-Forward IT Support Engineer is the visible face of IT at CAIS headquarters. This role owns the day-to-day support experience—managing the support team serving as the senior escalation point and making sure employees can get things done. Alongside that this person is a genuine practitioner of AI tools using them to manage maintain and engineer solutions in the Microsoft ecosystem.

The AI dimension here is practical and people-facing: comfort with tools like Claude and Codex the ability to get employees access to what they need and the enthusiasm to show someone how to write their first useful prompt. The goal is to be the person who makes AI feel accessible not intimidating.

Key Responsibilties 

Pillar 1 — IT Support Leadership & Microsoft Estate

• Support Team Management: Manage CAIS’s support function firmwide leveraging internal staff and MSP resources. Hold partners accountable for performance and drive continuous improvement in service quality.
• Senior Escalation Point: Act as the senior escalation point for all end-user support issues across the organization. Own complex or unresolved tickets through to resolution ensuring no issue falls through the cracks between the support team and internal stakeholders.
• Microsoft Environment Management: Lead day-to-day administration and engineering of the CAIS Microsoft estate: Intune device policies and compliance profiles Azure / Entra enterprise application management and M365 service health. Beyond break-fix—this includes proactive configuration policy improvement and keeping the environment clean and well governed.
• Visible Face of IT: Be physically present and accessible at CAIS HQ. Build trust with employees as the go-to person when something isn’t working—whether that’s a support issue or a question about technology. Represent IT in a way that is responsive human and credible.

Pillar 2 — AI Operations & End-User Enablement

• AI Tooling Comfort: Use Claude Code and OpenAI Codex as primary tools for engineering solutions in the Microsoft environment—generating and refining scripts automating repetitive admin tasks troubleshooting configurations and improving documentation. AI tooling is how this person works not an afterthought.
• AI Access Operations: Ensure CAIS employees have access to the AI tools they need. Manage provisioning permissions and basic configuration for end-user AI platforms. Be the first point of contact when someone can’t get in doesn’t know where to start or needs a tool set up.
• On-Ramp & Evangelism: Help colleagues take their first steps with AI tooling. Run informal sessions share practical tips introduce basic prompt engineering concepts and be available for one-on-one guidance. The goal is not deep training—it’s making the tools feel approachable and getting people to their first win as quickly as possible.

Required

• Experience managing a support function—internal team MSP offshore or a combination; comfortable holding vendors and partners accountable to service standards
• Strong hands-on knowledge of Microsoft 365 Azure / Entra ID and Intune—able to own configuration and policy work not just administer tickets
• Comfortable daily user of Claude Code OpenAI Codex or equivalent AI tooling—applied to real engineering and administrative tasks
• Excellent communication and interpersonal skills—comfortable engaging at all levels of the organization and able to explain technology clearly to non-technical users in plain practical terms

Preferred

• Financial services industry experience or a similar fast-paced entrepreneurial environment

Qualifications

• 5+ years of progressive IT experience
• 2+ years leading a support function or small team
• Demonstrated experience using AI tools (e.g. Copilot ChatGPT Claude)
• Hands-on expertise in automating Microsoft 365 Azure and Intune environments

What We Do

CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade trade and post-trade lifecycle of alternative investments providing financial advisors and alternative asset managers a single operating system for scale and efficiency. CAIS serves over 2000 wealth management firms that support more than 50000 financial advisors who oversee approximately $6 trillion in end-client assets. Founded in 2009 CAIS is headquartered in New York City with offices in Austin and London. CAIS continues to be recognized for its innovation and leadership including awards for Alternative Investment Firm of the Year by Wealth Solutions Report WealthTech100 List by Fintech Global Great Places to Work by Fortune Best RIA Platform by SPi Best Alternative Investments Solution by Finovate and many others. For more information about CAIS please visit www.caisgroup.com.

Why Work With Us

As CAIS continues to grow and develop award-winning technology we need true agents of change to join our growing team. CAIS has opportunities for every skillset—from interns to directors. If you’re looking for a transformative welcoming culture in which personal success is supported consider joining our team.

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