Custodian Relationship Manager

| Greater NYC Area
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CAIS is building the first truly open marketplace for alternative investments, where advisors and managers can engage and transact directly on a massive scale. CAIS provides streamlined execution to an expanding list of alternative investment funds, IPOs and follow-ons, structured notes and real assets. CAIS delivers a suite of portfolio construction and reporting tools, and complements its fund offering with independent due diligence provided by Mercer. Our team is comprised of go-getters who tackle unique and exciting challenges daily, take ownership and pride in their work, and recognize that success is a team sport. Consider a career with CAIS and take a step into the future of wealth management.

The firm is seeking an experienced relationship management professional to spearhead and manage custodian relationships. Qualified applicants will have a minimum of seven years of experience in a relationship management capacity, preferably within a custodian firm. Working heavily integrated within the Operations and Sales teams, this person will be responsible for managing existing and generating new relationships within each major custodian. Qualified candidates will have a large network, great client service attitude and entrepreneurial spirit, and excellent organizational skills. 

Primary Objectives

  • Form and maintain broad-based relationships with each major custodian through respective sales teams and relationship manager personnel
  • Manage existing custodian relationships
  • Surface leads, initiate, and execute new relationships with custodians
  • Lead generation for potential CAIS clients sourced from custodian relationships and delivered to sales team
  • Heavy travel for meetings and events; management and coordination for local and national custodian-centric events
  • Form deep understanding of CAIS relationships with custodians and be able to identify, succinctly summarize, and creatively problem-solve issues we are jointly tackling
  • Become a subject matter expert on friction and pain points with custodians
  • Work closely with Operations team and broader firm to remove pain points for advisors, custodians, and CAIS through excellent and proactive problem solving and project management
  • Effective project management of new strategic initiatives that CAIS is building in partnership with custodians
  • Build excellent working relationships across multiple lines of business and corporate functions
  • Identify and assist in planning and launch of joint, scalable marketing opportunities
  • Projects and additional responsibilities to be determined based on capacity, skill, and interest


  • 7+ years of relationship management experience; preferably in the custodian space
  • Bachelor’s degree in business, economics, finance, or a related discipline required
  • Exceptional organizational and interpersonal skills
  • Impeccable written and verbal communication skills
  • Self-starter who takes initiative and learns quickly in a fast-paced environment
  • Excellent client service aptitude and attitude
  • Excellent working knowledge of Microsoft Suite and Salesforce
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CAIS is located in the bustling Midtown East neighborhood of Manhattan with an endless number of restaurants nearby and very central to public transit

What are CAIS Perks + Benefits

CAIS Benefits Overview

CAIS offers highly subsdized health care (almost free!), free vision and dental insurance, $15/day lunch allowance, $100 towards an Equinox membership, and a 401k plan plus 4% match.

Friends outside of work
Eat lunch together
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Acme employees can contribute up to $2700 annually to their FSA.
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Wellness Programs
Retirement & Stock Options Benefits
401(K) Matching
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Family Medical Leave
Employees who have been with the company for 12 months are eligible for 12 weeks of family medical leave.
Vacation & Time Off Benefits
Generous PTO
CAIS employees receive between 15 and 20 days of paid vacation days and 3 paid personal days per year.
Paid Holidays
Paid Sick Days
Employees receive 50 hours per year of paid sick leave.
Perks & Discounts
Commuter Benefits
CAIS offers pre-tax commuter benefits for all employees.
Company Outings
At a minimum, CAIS hosts a firm-wide Summer Offsite Party and a Winter Holiday Party every year.
Free Daily Meals
We provide a Seamless lunch allowance of $15/day.
Stocked Kitchen
CAIS has a fully stocked kitchen including unlimited snacks, coffee, tea and a slew of cereal, nuts, and candy.
Happy Hours
We host "Third Thursdays" Happy Hours at our office with beer, music, and poker.
Relocation Assistance
Fitness Subsidies
CAIS reimburses its employees $100 per month for Equinox memberships.
Professional Development Benefits
Promote from within
Continuing Education stipend
Online course subscriptions available
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