Summary

We want to connect with talented individuals like you for future opportunities on our Alternative Investments Product Specialist team! If you thrive in building new business opportunities, enjoy working with Independent Financial Advisors, and have a deep understanding of technical investment products, we encourage you to reach out. We're looking for individuals with a keen attention to detail, exceptional client service skills, and an entrepreneurial mindset. Join us in driving success and making an impact in the world of alternative investments. Get in touch to explore how you could be a fit for our future roles! 

Responsibilities

1. Initiate and execute new client relationships within Registered Investment Advisors and Independent Broker Dealers in designated territory
2. 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
3. Prepare presentations and materials for client meetings
4. Coordinate and execute tailored product launch strategies
5. 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
6. Assist in the planning and execution of roadshows and conferences
7. Assist in the creation of product marketing collateral
8. Work alongside the sales team on client pitches, product positioning and sales campaigns
9. Build excellent working relationships across multiple lines of business and corporate functions in collaboration with product onboarding
10. Special projects and additional responsibilities to be determined based on capacity, skill, and interest 

Qualifications

1. 5+ years of external sales experience in the alternatives space
2. Bachelor’s degree in business, economics, finance, or a related discipline required
3. Exceptional organizational and interpersonal skills
4. Impeccable written and verbal communication skills
5. Self-starter who takes initiative and learns quickly in a fast-paced environment
6. Strong commitment to continuous professional development and improvement of the team
7. Excellent client service aptitude and attitude
8. Excellent working knowledge of Microsoft Suite and Salesforce
9. Series 7 and 63 

CAIS’ compensation package includes a market competitive salary, a performance bonus, and exceptional benefits. If you are located in New York, New York, the base salary range for this role is $150,000 - $200,000. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location.  

Skills

• Client Servicing
• Communications Skills
• Financial Analysis
• Team Collaboration