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Alternative Investments Product Specialist - All Locations - Remote

Posted 17 weeks ago
Sales / Business
Full Time
Worldwide
$150,000 - $200,000/year

Overview

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.

In Short

  • Initiate and execute new client relationships within Registered Investment Advisors and Independent Broker Dealers in designated territory
  • Develop expertise on all CAIS investment products; Hedge Funds, Private Equity Funds, ’40 Act Funds, Equity and Debt Syndicate and Structured Solutions Service existing client relationships and fulfill any requests for assistance or information
  • Prepare presentations and materials for client meetings
  • Coordinate and execute tailored product launch strategies
  • Coordinate manager due diligence and selection processes both in terms of breadth and investment quality, with the overall aim of providing best in class investment products to our clients
  • Assist in the planning and execution of roadshows and conferences
  • Assist in the creation of product marketing collateral
  • Work alongside the sales team on client pitches, product positioning and sales campaigns
  • Build excellent working relationships across multiple lines of business and corporate functions in collaboration with product onboarding
  • Special projects and additional responsibilities to be determined based on capacity, skill, and interest

Requirements

  • 5+ years of external sales experience 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

Benefits

  • Market competitive salary
  • Performance bonus
  • Generously subsidized healthcare with 100% employer paid dental and vision insurance
  • Employer matched retirement plan
  • Wellness programs
  • Generous PTO and parental leave
  • Flexible, hybrid in-office model
CAIS logo

CAIS

CAIS is a pioneering firm dedicated to democratizing access to alternative investments and education for independent financial advisors. By providing a diverse range of alternative investment products and technology solutions, CAIS empowers over 50,000 advisors managing more than $6 trillion in assets to engage with leading asset managers effectively. The company emphasizes operational efficiency, exceptional client service, and a collaborative culture, making it a recognized Best Place to Work. CAIS is committed to fostering an inclusive environment that encourages innovation and growth.

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