This is a dual-hatted role that combines the relationship-driven side of Partner Experience (owning partner relationships, service delivery, and escalations) with the technical, platform-facing side (configuring the CAIS platform, driving process improvements and automation) into a single point of accountability. 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 at scale through a wide variety of alternative investment products and technology solutions.