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Home Office Services – Broker Dealer - Remote

Posted 16 weeks ago
Sales / Business
Full Time
United States
$115,000 - $145,000/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.

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
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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