CAIS is building the first truly open marketplace for alternative investments, where financial advisors and asset managers engage and transact directly on a massive scale. 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; thus, allowing them to capitalize on opportunities and/or withstand ever-changing markets. Additionally, CAIS provides an industry leading learning system, CAIS IQ, that helps advisors learn faster, remember longer, and improve client outcomes.

We are seeking a personable, highly driven, organized, and inquisitive professional to join the Enterprise team, covering our Enterprise clients including RIA Aggregators, Independent Broker Dealers, and Bank & Trusts. Qualified applicants will have experience in the financial services industry and capacity to understand a diverse range of technical alternative investment products and platform technology. Working alongside their designated team, this person will be responsible for helping the team generate new business as well as supporting product and distribution teams with fund manager coverage and client engagement. Ideal candidates will have excellent attention to detail and organization skills, as well as a great client service attitude and entrepreneurial spirit.

Responsibilities

• Provide support to senior members of the Enterprise Coverage team whose objective is to act as trusted partner to key Enterprise clients to ensure a seamless client and advisor experience
• Help support sales and asset retention
• Assist in managing product and platform launches, collaborating with internal teams and CAIS regional sales to maximize sales opportunities
• Facilitate onboarding with introductory calls, platform demonstrations, and support, ensuring a smooth transition and addressing any issues
• Stay updated on industry trends and market developments to maintain CAIS’s competitive position
• Demonstrate the features and benefits of the CAIS platform to advisors, emphasizing new tools and functionalities
• Record all client activities in Salesforce

Qualifications

• 2-4 years of relationship management, business development or internal sales experience covering national accounts in the alternatives space
• Bachelor’s degree in business, economics, finance, or a related discipline required
• Exceptional organizational and interpersonal skills
• Impeccable written and verbal communication skills
• Self-starter who takes initiative and learns quickly in a fast-paced environment
• Strong commitment to continuous professional development and improvement of the team
• Excellent client service aptitude and attitude
• Excellent working knowledge of Microsoft Suite and Salesforce
• Series 7 and 63

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 $100,000 - $125,000. 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 not require a minimum number of days in office per week. For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/careers