About the company
CAIS is the pioneer in democratizing access to and education about alternative investments and structured investment solutions 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 access to a broad range of alternative investment strategies, including structured investments, hedge funds, private equity, private credit, real estate, and digital assets. 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.
Job Summary
Responsibilities
šInitiate and execute new client relationships within Registered Investment Advisors and Independent Broker Dealers in designated territory šDevelop expertise on all CAIS investment products; Hedge Funds, Private Equity Funds, ā40 Act Funds, Equity and Debt Syndicate and Structured Solutions Service existing client relationships and fulfill any requests for assistance or information šPrepare presentations and materials for client meetings šCoordinate and execute tailored product launch strategies šCoordinate 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 šAssist in the planning and execution of roadshows and conferences šAssist in the creation of product marketing collateral šWork alongside the sales team on client pitches, product positioning and sales campaigns šBuild excellent working relationships across multiple lines of business and corporate functions in collaboration with product onboarding šSpecial projects and additional responsibilities to be determined based on capacity, skill, and interest
Qualifications
š5+ years of external sales experience in the alternatives space šBachelorās degree in business, economics, finance, or a related discipline required šExceptional organizational and interpersonal skills šImpeccable written and verbal communication skills
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