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 50,000 advisors who oversee more than $6 trillion in network 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 B