Serve as a trusted partner to key clients, coordinating with CAIS's Enterprise-level relationship managers to ensure a seamless client and advisor experience
Drive sales and asset retention through direct selling and strategic client relationship management
Manage product and platform launches, collaborating with internal teams, General Partners, key clients, and CAIS regional sales to maximize sales opportunities
Develop and maintain trust-based relationships with Research teams at all levels and with advisors
Collaborate with CAIS research teams and GPs to align on industry trends, strategy, and pipeline
Enhance client and advisor engagement by working with the Marketing team to create targeted campaigns and by developing client-focused collateral to support field-based sales
Facilitate onboarding with introductory calls, platform demonstrations, and support, ensuring a smooth transition and addressing any issues
Stay updated on industry trends and market developments to maintain CAIS's competitive position
Demonstrate the features and benefits of the CAIS platform to advisors, emphasizing new tools and functionalities
Record all client activities in Salesforce
Requirements
5+ years of relationship management, investor relations, business development or external sales experience covering national accounts 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
Proficiency in Salesforce and Microsoft Office Suite
Series 7 and 63
CAIS offers a comprehensive benefits package that includes generously
Benefits
Equity / stock optionsPerformance bonus
Additional Information
CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes. CAIS also delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS supports over 50,000 advisors who oversee more than $6 trillion in network assets.
Private markets and alternative strategies are rapidly moving into the mainstream with advisors reshaping portfolios to include them. CAIS sits at the intersection of that shift-helping drive how alternatives are delivered, adopted, and scaled across the wealth channel. This role provides a unique opportunity to join an expanding platform while being closer to where the industry is going as a member of the Strategic Partnerships team at CAIS you will not only have an opportunity for entrepreneurship but also a chance to make an immediate impact.
We are seeking an experienced sales professional to join the Home Office Coverage team, covering our Enterprise clients including Independent Broker Dealer and Bank & Trusts. Qualified applicants will have experience in the financial services industry and capacity to understand a diverse range of technical alternative investment products and platform technology. Working alongside their designated team, this person will be responsible for deepening business with our existing Enterprise clients. Ideal candidates will have excellent attention to detail and organization skills, as well as a great client service attitude and entrepreneurial spirit.
Cais · New York, NY