Senior Associate / Vice President - Home Office Coverage - Remote

Overview

CAIS is the leading alternative investment platform for independent financial advisors, providing a single operating system for scale and efficiency in alternative investments.

In Short

• Act as a trusted partner to national wealth management firms.
• Drive sales and asset retention through relationship management.
• Support and/or lead product and platform launches.
• Develop trust-based relationships with key stakeholders.
• Facilitate client onboarding and provide ongoing support.
• Collaborate with Marketing on client-focused materials.
• Stay updated on industry trends and market developments.
• Utilize Salesforce for client interactions and sales tracking.
• Demonstrate CAIS platform features to advisors.

Requirements

• 3-7+ years in relationship management, investor relations, or business development.
• Bachelor’s degree in business, economics, finance, or related field.
• Exceptional organizational and communication skills.
• Self-starter who thrives in a fast-paced environment.
• Strong commitment to professional development.
• Excellent client service aptitude.
• Proficiency in Microsoft Suite and Salesforce.
• Series 7 and 63 required.

Benefits

• Market competitive salary and performance bonus.
• 100% employer paid dental and vision insurance.
• Employer matched retirement plan.
• Wellness programs and flexible PTO.
• Generous parental leave.