The role focuses on designing and implementing a data-driven performance management system that aligns with company goals, enhances engagement, and empowers managers and employees through AI-enabled tools.

The role involves supporting senior sales members by managing client relationships and inquiries, while developing knowledge of CAIS products and the alternative investments market.

The Advisor Services Analyst/Associate supports financial advisors through transactions, builds relationships by understanding workflows, and enhances service efficiency via automation and collaboration with internal teams.

Provide high-impact executive support to the COO: manage calendar, travel, expenses, meetings, and materials; take notes and track action items; build and maintain leadership decks; coordinate COO-led events, sponsorships, and cross-functional initiatives; support organizational frameworks like OKRs and operational projects while ensuring accuracy, prioritization, and timely delivery.