Alternative Investments Product Specialist - Mid-Atlantic & Northeast

CAIS•New York City, NY

6d•Hybrid

About The Position

CAIS is a pioneer in democratizing access to and education about alternative investments for independent financial advisors. They provide advisors with a wide variety of alternative investment products and technology solutions, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes. CAIS also offers industry-leading technology, operational efficiency, and client service. The company supports over 50,000 advisors who oversee more than $6 trillion in network assets. This role will be responsible for generating new business within Independent Broker Dealers in the Mid-Atlantic and Northeast markets, as well as supporting product and distribution teams with fund manager coverage and client engagement. Qualified applicants will have experience in the financial services industry and the capacity to understand a diverse range of technical investment products. Ideal candidates will possess excellent attention to detail and organization skills, a great client service attitude, and an entrepreneurial spirit.

Requirements

5-10+ years of internal and/or external sales experience in the alternatives space
Bachelor’s degree in business, economics, finance, or a related discipline required
Exceptional organizational and interpersonal skills
Impeccable written and verbal communication skills
Self-starter who takes initiative and learns quickly in a fast-paced environment
Strong commitment to continuous professional development and improvement of the team
Excellent client service aptitude and attitude
Excellent working knowledge of Microsoft Suite and Salesforce
Series 7 and 63 required

Responsibilities

Initiate and execute new client relationships within Independent Broker Dealers in the Mid-Atlantic and Northeast
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 both in terms of breadth and investment quality, with the overall aim of providing best in class investment products to our clients
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 in collaboration with product onboarding
Special projects and additional responsibilities to be determined based on capacity, skill, and interest