Search the 7 jobs at CAIS

The Structured Notes Product Specialist will expand and manage relationships with clients in the financial services sector, particularly focusing on structured notes. Responsibilities include generating new business, maintaining existing relationships, and educating financial advisors about structured investment products while collaborating with internal teams.

The Enterprise Business Development Senior Associate will support the sales team in scheduling demos, preparing sales materials, conducting market research, managing CRM data, and collaborating with the marketing team. They will also stay updated on industry trends, contribute to customer satisfaction, and develop product knowledge. The role requires excellent communication skills and 3+ years of experience in Financial Services or Technology.

The Alternative Investments Product Specialist is responsible for developing new client relationships, generating business within Independent Broker Dealers, and providing support for product and distribution teams. They will create presentations, coordinate manager due diligence, and work on tailored product launch strategies while collaborating with various corporate functions.

The Alternative Investments Product Specialist will generate new business within Independent Broker Dealers, develop expertise on CAIS investment products, prepare client meeting presentations, coordinate product launch strategies, assist in roadshows, and collaborate with the sales team on pitches and campaigns.

The Alternative Investments Product Specialist will generate new client relationships within RIAs on the West Coast, develop expertise in CAIS's investment products, prepare client meeting materials, and assist in product launches and marketing. They will also coordinate due diligence processes and work with the sales team on client pitches and strategies.

The Alternative Investments Product Specialist will focus on generating new client relationships, developing expertise on CAIS investment products, coordinating marketing strategies, and providing sales support. Responsibilities also include managing client engagement, preparation of presentations, and collaborating with various teams to deliver high-quality investment products.

Seeking a driven and personable Advisor Services Associate to join the growing Client Service team. Responsibilities include assisting clients with transactions, leading demos, managing client workflows, and collaborating with various teams at CAIS.