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Home Office Services – Broker Dealer - Remote

Posted 16 weeks ago

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

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