CAIS is the leading alternative investment platform, providing financial advisors with streamlined access to private equity, hedge funds, structured notes, and more.
About the role
We are seeking an experienced internal sales professional to join the Alternative Investments Product Specialist team. Qualified applicants will have at least two years of experience in financial services and the capacity to understand a diverse range of technical investment products. Working alongside the Business Development team, this person will help support senior members of the sales team by serving as a point of contact for existing investors and helping drive new business by aiding the sales process.
What they're looking for
- 2-3+ years of applicable experience, alternative asset management or private wealth management industry preferred
- A Bachelor’s degree, concentrations in Economics, Finance or Business
- Series 7 & 63 licenses required
- High degree of intellectual curiosity
- Proficiency in Microsoft Office applications
- Salesforce experience a plus
More about this role
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 serves over 2,500 wealth management firms that support more than 65,000 financial advisors who oversee approximately $8.5 trillion in end-client assets.
We are seeking an experienced internal sales professional to join the Alternative Investments Product Specialist team. Qualified applicants will have at least two years of experience in financial services and the capacity to understand a diverse range of technical investment products. Working alongside the Business Development team, this person will help support senior members...
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