Home Office Services – Broker Dealer - Remote

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.

In Short

• Manage high-level client relationships
• Provide top-tier, white-glove service
• Drive client success across all transaction phases
• Work cross-functionally with multiple teams
• Impact client relationships and contribute to firm growth

Requirements

• Bachelor’s degree in economics, finance, or a related discipline
• 5+ years of client service, product management, or investment operations experience
• FINRA Registrations Series 7, 63 required
• Experience in alternative investments required
• Strong client service orientation
• Advanced working knowledge of Microsoft Office and CRM programs
• Exemplary oral, written, and interpersonal communication skills

Benefits

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