Job description

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 serves over 2,500 wealth management firms that support more than 65,000 financial advisors who oversee approximately $8.5 trillion in end-client assets. CAIS is transforming Platform Operations from a primarily manual function into a technology-enabled business transformation organization. The AI & Data Systems Engineer joins the Business Transformation (BT) team as its technical backbone — configuring, integrating, and deploying solutions rapidly without building software from scratch. The BT team partners with the AI & Data Technology teams to optimize solutions & deployment processes on platforms including Snowflake (Cortex, Streamlit ), N8N, Airtable , Salesforce, DataHub , Claude/ CoWork , and Stonly . You will unblock the team, accelerate automation delivery, an d help establish the guardrails needed to scale safely — in close partnership with the Technology organization. Responsibilities Platform & Integration Own configuration and integration of BT's tool stack; resolve API, connectivity, and configuration blockers Design and implement Salesforce ↔ Snowflake integrations and other cross-system data flows Build Streamlit apps and operational dashboards that put data directly in business users' hands AI & Automation Enablement Deploy intelligent automations using Snowflake Cortex, Claude/CoWork, N8N, and AI-native tooling Co-pilot BT team members through prototyping, testing, and operationalizing agentic workflows Create reusable templates and automation patterns that raise the team's overall delivery velocity Data & Reporting Operations Maintain Snowflake queries, data models, and reporting layers serving BT's operational and analytical needs Use DataHub to catalog assets and support data discoverability across the BT environment Assist in ensuring data security and integrity in partnership with Engineering and InfoSec teams Engineering Practices & Safe Delivery Partner with Technology to implement SDLC, testing, deployment, and version control practices for BT's tool stack Define lightweight automation standards (reliability, error handling, logging) — guardrails that enable speed, not slow it Maintain documentation so configurations and processes are auditable and transferable Cross-Functional Partnership Bridge BT and Engineering/InfoSec — translate business requirements into specs, surface constraints early Mentor BT team members upskilling in automation and data tools; participate in design reviews with senior engineers Required 2–5 years in systems/automation/data engineering or business systems — fintech preferred Hands-on Snowflake (SQL, queries); Cortex AI or Streamlit a strong plus SaaS platform configuration and API integration (Airtable, Salesforce, workflow tools) Workflow automation platforms: N8N, Zapier, Make, or equivalent Version control (Git) and software engineering fundamentals (environments, testing, CI/CD basics) Strong communicator across technical and non-technical audiences Preferred Salesforce Admin configuration (flows, custom objects, reports); certification a plus AI/LLM tooling or agentic frameworks (Claude/CoWork, Langchain, or similar) Data cataloging tools: DataHub, Alation, or Collibra Python or scripting for automation or data processing Streamlit app development or lightweight internal tooling Background in alternative investments or wealth management operations 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 caisgroup.com . 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 $125,000 - $160,000 per year . 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: caisgroup.com . 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.

Requirements

Must-haves

Platform & Integration
Own configuration and integration of BT's tool stack; resolve API, connectivity, and configuration blockers
Design and implement Salesforce ↔ Snowflake integrations and other cross-system data flows
Build Streamlit apps and operational dashboards that put data directly in business users' hands
AI & Automation Enablement
Deploy intelligent automations using Snowflake Cortex, Claude/CoWork, N8N, and AI-native tooling
Co-pilot BT team members through prototyping, testing, and operationalizing agentic workflows
Create reusable templates and automation patterns that raise the team's overall delivery velocity
Data & Reporting Operations
Maintain Snowflake queries, data models, and reporting layers serving BT's operational and analytical needs
Use DataHub to catalog assets and support data discoverability across the BT environment
Assist in ensuring data security and integrity in partnership with Engineering and InfoSec teams
Engineering Practices & Safe Delivery
Partner with Technology to implement SDLC, testing, deployment, and version control practices for BT's tool stack
Define lightweight automation standards (reliability, error handling, logging) — guardrails that enable speed, not slow it
Maintain documentation so configurations and processes are auditable and transferable
Cross-Functional Partnership

Nice-to-haves

2–5 years in systems/automation/data engineering or business systems — fintech preferred
Salesforce Admin configuration (flows, custom objects, reports); certification a plus
AI/LLM tooling or agentic frameworks (Claude/CoWork, Langchain, or similar)
Data cataloging tools: DataHub, Alation, or Collibra
Python or scripting for automation or data processing
Streamlit app development or lightweight internal tooling
Background in alternative investments or wealth management operations

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

aiapisqlci/cdllmpython

Platform: greenhouse
Effort: quick

Benefits

Benefits detected in the listing.

Dental

Vision

Pto

Parental Leave

Wellness