Home Office Coverage, VP/SVP at CAIS

New York, New York, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth Management, Alternative InvestmentsIndustries

Requirements

7+ 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
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
Based in the greater New York City area
Experience in the financial services industry and capacity to understand a diverse range of technical alternative investment products and platform technology

Responsibilities

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

Skills

Sales

Relationship Management

Alternative Investments

Financial Services

Platform Technology

Product Launches

Client Service

Research Collaboration

Marketing Collaboration

Strategic Planning

CAIS

Platform for accessing alternative investments

About CAIS

CAIS provides a platform that simplifies access to alternative investments for financial advisors and wealth managers. This platform allows users to invest in asset classes such as private equity, hedge funds, real estate, and distressed debt, which are not typically included in traditional investment categories like stocks and bonds. CAIS's platform features a variety of investment options, a streamlined process for subscribing and reporting, and an educational tool called CAIS IQ that helps advisors understand the complexities of alternative investments. Unlike its competitors, CAIS emphasizes a thorough due diligence process to ensure that all funds on its platform meet high standards, which helps build trust with advisors and their clients. The goal of CAIS is to transform the investment experience for independent wealth managers and financial advisors, making it easier for them to diversify their clients' portfolios and improve investment outcomes.

New York City, New YorkHeadquarters

2009Year Founded

$384.2MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

401(k) Company Match

Wellness Program

Paid Vacation

Parental Leave

Hybrid Work Options

Risks

Increased competition from fintech platforms may erode CAIS's market share.

Potential regulatory scrutiny could increase compliance costs for CAIS.

Economic downturns may reduce investor appetite for alternative investments, impacting revenue.

Differentiation

CAIS offers a comprehensive platform for alternative investments, streamlining advisor access.

The platform integrates due diligence by Mercer, ensuring high standards for investment options.

CAIS IQ provides personalized learning, enhancing advisors' understanding of complex investments.

Upsides

Partnership with Blackstone expands CAIS's offerings with top-tier investment strategies.

Integration with Orion broadens CAIS's reach to a wider advisor base.

Launch of Compass tool enhances advisors' asset allocation capabilities on the platform.

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