About the position
CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments providing financial advisors and alternative asset managers a single operating system for scale and efficiency. CAIS serves over 2,000 wealth management firms that support more than 50,000 financial advisors who oversee approximately $6 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in Austin and London. We are seeking an experienced internal sales professional to join the Alternative Investments Product Specialist team. Qualified applicants will have at least two years of experience in financial services and the capacity to understand a diverse range of technical investment products. Working alongside the Business Development team, this person will help support senior members of the sales team by serving as a point of contact for existing investors and helping drive new business by aiding the sales process. Qualified candidates will have excellent attention to detail and organization skills, a great client service attitude and entrepreneurial spirit.
Responsibilities
- Provide support to senior members of the Business Development team whose objective is to build and deepen relationships with CAIS clients and prospects
- Develop exceptional CAIS product knowledge, alternative asset class knowledge, and industry knowledge
- Act as a point of contact for existing investors and be responsible for leveraging the full resources of the firm to coordinate responses to all investor inquiries
- Coordinate client meetings and conference calls with CAIS clients and Asset Managers on the platform
Requirements
- 2-3+ years of applicable experience, alternative asset management or private wealth management industry preferred
- A Bachelor's degree; concentrations in Economics, Finance or Business
- High degree of intellectual curiosity
- Proficiency in Microsoft Office applications
- Salesforce experience a plus
- Series 7 & 63 licenses REQUIRED
- Hard working and eager to learn in a highly intellectual, collaborative environment
- Well organized and detail oriented
- Enthusiastic about developing and implementing ideas
- Self-starter, able to work autonomously as well as within a team
- Exceptional analytical and problem-solving skills
- Excellent oral and written communication skills
- Knowledge of finance, investment management industry, and Alternatives is highly desirable
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
