Alternative Investments Product Specialist

CAIS is seeking an experienced sales professional to join their Alternative Investments team. The role involves generating new business within various financial institutions and supporting product and distribution teams. The ideal candidate should have a strong understanding of technical investment products and possess excellent attention to detail, organization skills, and a client service attitude. The responsibilities include initiating and executing new client relationships, developing expertise on CAIS investment products, preparing presentations and materials for client meetings, coordinating product launch strategies, and assisting in roadshows and conferences. The qualifications for this role include 5-10+ years of sales experience in the alternatives space and a bachelor's degree in business.

• Initiate and execute new client relationships within Independent Broker Dealers, RIAs, RIA aggregators, Independent Wealth Managers, and Family Offices in an assigned region
• Develop expertise on all CAIS investment products; Hedge Funds, Private Equity Funds, ’40 Act Funds, Equity and Debt Syndicate and Structured Solutions
• Service existing client relationships and fulfill any requests for assistance or information
• Prepare presentations and materials for client meetings
• Coordinate and execute tailored product launch strategies
• Coordinate manager due diligence and selection processes
• Assist in the planning and execution of roadshows and conferences
• Assist in the creation of product marketing collateral
• Work alongside the sales team on client pitches, product positioning, and sales campaigns
• Build excellent working relationships across multiple lines of business and corporate functions
• Handle special projects and additional responsibilities as assigned based on capacity, skill, and interest

• 5-10+ years of internal and/or external sales experience in the alternatives space
• Bachelor's degree in business
• Experience in the financial services industry
• Capacity to understand a diverse range of technical investment products
• Excellent attention to detail and organization skills
• Great client service attitude and entrepreneurial spirit
• Ability to initiate and execute new client relationships
• Knowledge and expertise on CAIS investment products, including Hedge Funds, Private Equity Funds, '40 Act Funds, Equity and Debt Syndicate, and Structured Solutions
• Ability to service existing client relationships and fulfill requests for assistance or information
• Proficiency in preparing presentations and materials for client meetings
• Experience in coordinating and executing tailored product launch strategies
• Knowledge and involvement in manager due diligence and selection processes
• Ability to assist in the planning and execution of roadshows and conferences
• Skills in creating product marketing collateral
• Collaboration with the sales team on client pitches, product positioning, and sales campaigns
• Strong relationship-building skills across multiple lines of business and corporate functions
• Flexibility for special projects and additional responsibilities based on capacity, skill, and interest.

• 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
• Career opportunities