AI & Data Systems Engineer

CAIS offers a comprehensive benefits package that includes generously subsidized💼 Full-time💰 $125,000–$125,000🗓 2026-10-02

Core

Technical backbone for Business Transformation, configuring and integrating SaaS/data tools to automate workflows and enable data-driven operations for financial advisors.

Role type

Mid-level IC systems/automation engineer (fintech)

Builds

Salesforce ↔ Snowflake integrations, Streamlit operational dashboards, and intelligent automation workflows using N8N/Cortex.

Domain

Fintech / Wealth Management / Alternative Investments

Required skills

Snowflake (SQL), SaaS platform configuration, API integration, Workflow automation (N8N/Zapier), Git/CI/CD basics, Data modeling

Preferred skills

Salesforce Admin, Python scripting, LLM tooling (Claude/Langchain), Data cataloging (DataHub), Streamlit development

Responsibilities

Configure and integrate BT's tool stack; Design cross-system data flows; Deploy intelligent automations; Maintain Snowflake queries and reporting layers; Implement SDLC and testing practices; Bridge business requirements with technical specs.

Seniority

Mid-level, hands-on IC

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About CAIS

200 Employees

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