Performance and Talent Systems Lead

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 Opportunity 

This role exists to take our people infrastructure to the next level. Not by layering on a new HRIS or running another engagement survey but by rethinking the entire system from first principles: how performance is defined how it's measured how it connects to our OKRs and data and how it shapes what people are paid and how they grow. You'll work at the intersection of people strategy product thinking and AI-enabled tooling. 

This is not a traditional HR role. We are looking for a smart commercially minded operator who is interested in solving business challenges in the People lane that impact company growth. 

What You'll Own 

Rebuild our performance system from the ground up Design and implement a scientifically grounded talent framework that clearly and consistently distinguishes great performance from average performance. Replace our existing review process with something lightweight quarterly and directly connected to how we measure business impact. The system should be something managers and employees actually use - not something done to them. 

Make performance visible and data-driven Work with our data and engineering resources to connect performance signals to our existing OKR framework and business data sources. Build dashboards and tooling (leveraging AI tools including Claude Co-work and equivalents) that give leaders real-time visibility into team health and output without creating admin overhead. You will be as comfortable specifying what needs to be built as you are rolling up your sleeves to prototype it. 

Link performance to incentives that actually matter Inform the mechanics of how performance outcomes drive pay equity and career progression. This means building the bonus multiplier logic and defining promotion criteria - all calibrated to create clear upside for A-players and a high talent bar for the organization. 

Make managers and employees self-sufficient Design self-serve experiences - manager toolkits AI-powered guides automated review workflows - so that the basics run themselves and the team focuses on what requires human judgment. 

Drive engagement through change You'll use people data and engagement signals to identify where we're losing momentum and design targeted interventions - not programs for the sake of it but sharp evidence-based actions that maintain culture and performance through change. 

Who You Are 

You think like a product manager and a business operator not a traditional HR professional. You've probably had a title like Chief of Staff Business Manager Strategy Lead or Founder Associate at some point — and you've always been drawn to the organizational challenges that sit underneath business performance: how do you build a company that keeps getting better? 

You've likely done time in consulting (strategy or operations not change management) and then deliberately chose startups because you wanted to build things not just advise on them. Fintech or regulated industry experience is a strong plus — you understand that moving fast doesn't mean ignoring compliance and you can navigate the constraints that come with operating in a regulated environment. 

You are deeply curious about what AI makes possible. You're not waiting for someone to give you a tool — you're already building prompting and prototyping. You see the shift to AI-native people tooling not as a threat to the function but as the most exciting opportunity it's had in decades. 

What We're Looking For 

Experience 

• A strong foundation in strategy operations or business management in high-growth environments 
• Time in consulting (strategy/ops at a top firm) followed by meaningful startup experience - ideally with direct exposure to fintech or another regulated sector 
• Demonstrable track record of building systems and processes end-to-end not just advising on them 
• Experience working at the intersection of people data and technology — whether in a People team as a Chief of Staff or in a business operations role with a strong people component 
• Exposure to performance management or OKR frameworks is a strong advantage 

Capabilities 

• Genuine AI fluency - you use AI tools in your daily work you can identify where they add real value and you can move from idea to tested workflow quickly 
• Strong analytical skills - comfortable with data able to build models and able to tell a clear story from ambiguous signals 
• Product-minded - you think about internal systems the way a product manager thinks about user experience: who is the user what do they need how do we reduce friction how do we iterate? 
• Excellent stakeholder management - you can earn trust with a CFO a Head of Engineering and a team manager in the same week and you know how to influence without authority 
• High execution velocity - you bring proposed solutions not problems; you close loops; you don't need to be chased 

Disposition 

• Commercially curious - you care about business performance not just people programs 
• Intellectually honest - you call out what isn't working including your own work 
• Ambitious but grounded - you have a long-term career arc in mind and you know that building something that works is the fastest path to getting there 

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 $160000 - $190000. 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 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.  For more information on our benefits and career opportunities please visit our website: https://www.caisgroup.com/our-company/careers.

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.

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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