AI & Data Systems Engineer

About this role

<p><span data-contrast="none"><span class="TextRun SCXW186739562 BCX0" lang="EN-US" data-contrast="none"><span class="NormalTextRun SCXW186739562 BCX0">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 </span><span class="NormalTextRun SCXW186739562 BCX0">$6 trillion</span><span class="NormalTextRun SCXW186739562 BCX0"> in network assets. </span></span><span class="EOP SCXW186739562 BCX0" data-ccp-props="{"134233279":true,"201341983":0,"335557856":16777215,"335559739":0,"335559740":240}"> </span> </span></p> <p>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.</p> <p>BT owns platforms including Snowflake (Cortex, Streamlit), N8N, Airtable, Salesforce, DataHub, Claude/CoWork, and Stonly. You will unblock the team, accelerate automation delivery, and help establish the guardrails needed to scale safely — in close partnership with the Technology organization.</p> <p><strong><span data-contrast="none">Responsibilities</span></strong></p> <p><strong><span data-contrast="none">Platform </span><span data-contrast="none">& Integration</span></strong><span data-ccp-props="{"335559738":60,"335559739":60}"> </span></p> <ul> <li><span data-contrast="none">Own configuration and integration of BT's tool stack; resolve API, connectivity, and configuration blockers</span><span data-ccp-props="{"335559738":40,"335559739":40}"> </span></li> <li><span data-contrast="none">Design and implement Salesforce ↔ Snowflake integrations and other cross-system data flows</span><span data-ccp-props="{"335559738":40,"335559739":40}"> </span></li> <li><span data-contrast="none">Build Streamlit apps and operational dashboards that put data directly in business users' hands</span><span data-ccp-props="{"335559738":40,"335559739":40}"> </span></li> </ul> <p><strong><span data-contrast="none">AI & Automation Enablement</span></strong><span data-ccp-props="{"335559738":60,"335559739":60}"> </span></p> <ul> <li><span data-contrast="none">Deploy intelligent automations using Snowflake Cortex, Claude/CoWork, N8N, and AI-native tooling</span><span data-ccp-props="{"335559738":40,"335559739":40}"> </span></li> <li><span data-contrast="none">Co-pilot BT team members through prototyping, testing, and operationalizing agentic workflows</span><span data-ccp-props="{"335559738":40,"335559739":40}"> </span></li> <li><span data-contrast="none">Create reusable templates and automation patterns that raise the team's overall delivery velocity</span><span data-ccp-props="{"335559738":40,"335559739":40}"> </span></li> </ul> <p><strong><span data-contrast="none">Data & Reporting Operations</span></strong><span data-ccp-props="{"335559738":60,"335559739":60}"> </span></p> <ul> <li><span data-contrast="none">Maintain Snowflake queries, data models, and reporting layers serving BT's operational and analytical needs</span><span data-ccp-props="{"335559738":40,"335559739":40}"> </span></li> <li><span data-contrast="none">Use DataHub to catalog assets and support data discoverability across the BT environment</span><span data-ccp-props="{"335559738":40,"335559739":40}"> </span></li> <li><span data-contrast="none">Assist in ensuring data security and integrity in partnership with Engineering and InfoSec teams</span><span…