Alternative Investments Product Specialist - All Locations

Position Overview

• Location Type: Remote
• Employment Type: [Not Specified - Likely Full-Time]
• Salary: [Not Specified]

CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors. We empower advisors to engage and transact with leading asset managers through a wide variety of alternative investment products and technology solutions. CAIS supports over 50,000 advisors who oversee more than $6 trillion in network assets. We are seeking talented individuals to join our team and contribute to our mission of revolutionizing the alternative investment landscape. This role focuses on building new business opportunities and supporting our client relationships.

Requirements

• 5+ years of 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.

Responsibilities

• Initiate and execute new client relationships within Registered Investment Advisors and Independent Broker Dealers in designated territory.
• Develop expertise on all CAIS investment products: Hedge Funds, Private Equity Funds, ’40 Act Funds, Equity and Debt Syndicate and Structured Solutions Service.
• Fulfill any requests for assistance or information from existing client relationships.
• Prepare presentations and materials for client meetings.
• Coordinate and execute tailored product launch strategies.
• Coordinate manager due diligence and selection processes, ensuring best-in-class investment products for 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.
• Handle special projects and additional responsibilities as determined by capacity, skill, and interest.

Application Instructions

• [Not Specified - Contact information is provided in the original job description.] Reach out to explore how you could be a fit for our future roles!

Company Information

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.